Follow these steps to share an account with members of your team.
1) Set up your Team Contacts List
If you want to share account access with members of your team, they need to be in your contacts list. If you have not already set up your contacts list, this is how to add contacts:
Click on the Team icon, then click on the "+" button to display a list of available team members. Select contacts from the list, then click on the "ADD" button.
2) Select the account you want to share
You can share website, computer, and application accounts as well as secure notes. For example, to share a website account, click on the Sites icon, select the website from the list, then click on the share icon for the account you want to share.
3) Share an account with restricted access
You can share an account with one or more team members and give them full or use only access.
Full Access - Users with full access can modify, delete, and share the account with others
Use Only - Users with Use Only access cannot see the password and cannot modify, delete, or share the account with others. You can also add restrictions on when and where the account may be used.
Let's give Jack temporary access to the App Admin Account for the month of September and only grant permission for him to use the account while he is at work on Wall Street from 9 to 5 on Monday through Friday.
Select Jack from the list of contacts and press "NEXT". With Use Only permission selected, click on the Location icon then scroll the map to his work location. You can also type the address and press the search button to move the Location Pin to the desired address. The default geofence is 1000 meters around the specified address. You can change this with the slider. Click on the Time and Date icons to set the other restrictions.
When you are finished setting the account restrictions, click the "SHARE" button.
4) Share an account with full access
Mary is a new full time App administrator. Let's give her full access to the App Admin Account.
Click on the share icon for the App Admin Account. Select Mary from the list of contacts and press "NEXT". Select Full Access permission, then click the "SHARE" button.