Creating a shared folder

1. Creating a Shared Folder (Start Page)
2. Creating a Shared Folder (iOS)
3. Creating a Shared Folder (Android)
4. Sharing a Shared Folder With Another RoboForm User

Step 1: Creating a Shared Folder

On the Start Page:

     a) Open your browser and click the RoboForm extension icon. Click the "House" icon in the upper left corner of the extension's menu. You will be brought to the Start Page.

 

     b) In the bottom left corner of the Start Page, click the "Sharing Center" tab.

     c) Click the blue [ + ] button in the lower right hand corner of the Sharing Center.

 

On  iOS:

     a) Open the RoboForm App and tap "Tools" in the bottom right corner.

     b) Select "Sharing Center" from the Tools menu.

 

     c) Tap the blue [ + ] button in the bottom right.

On  Android:

     a) Open the RoboForm App and tap "Tools" in the bottom right corner.

     b) Select "Sharing Center" from the Tools menu.

     c) Tap the blue [ + ] button in the bottom right.

 

Sharing a Shared Folder With Another RoboForm User

1) Name the shared folder.

 

2) Hover your mouse over the shared folder, click the 3 dots in the upper right corner, and select “Sharing Settings” from the menu which appears.

3) Enter the email address of the person with whom you’d like to share the folder. Then, select the folder access level you wish to grant them and click the “Add” button.

• Full control: Full access rights. In addition to being able to view and edit all items, the recipient can adjust permission levels, as well as add or remove other recipients (including the original sender).
• Read and write: The recipient can view and edit RoboForm items in the Shared Folder, and the changes they make will be propagated to other recipients and the sender.
• Log in only: The recipient will not be able to edit or share RoboForm items in the Shared Folder. Logins can only be used to log in to websites, applications, and mobile apps (the password cannot be viewed in the Editor). Identities and Safenotes can be viewed in the Editor.

 

4) The user with whom you shared will receive the following message (see image below) within RoboForm. To receive the shared folder they will either need to log in to their account or sync if they are already logged in. Upon selecting “Accept,” the folder and its contents will be shared.