Creating a shared folder

1) To begin creating a shared folder, follow these steps:

On Windows:

     a) Click the [ ^ ] button (show hidden icons) in the bottom right and then click the RoboForm taskbar icon.

     b) Select "Editor" from the menu.

 

     c) At the top of the Editor, click "More."

     d) Select "Create shared folder" from the menu.

On Mac:

     a) Click the RoboForm Menu Bar icon.

     b) Select "Editor" from the menu.

 

     c) Create a new folder by right-clicking the "Home" folder and selecting "New Folder" from the menu.

 

     d) Right-click on the new folder.

     e) Select "Share folder" from the menu.

On iOS:

     a) Tap "Tools" in the bottom right.

     b) Tap "Sharing Center."

 

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

On Android:

     a) Tap "Tools" in the bottom right.

     b) Tap "Sharing Center."

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

2) Name the shared folder.

NOTE: Windows, iOS, and Android devices will prompt you to name it during the folder creation process. On Mac, you will need to right-click the folder and select "Rename."

 

3) Right click on the shared folder and select “Sharing” from the menu which appears.

4) Enter the email address of the person with whom you’d like to share the folder. 

 

5) Select the folder access level you wish to grant them and click the “Add” button.

• Limited: 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.
• Regular: 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.
• Owner: 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).
  

 

6) 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.