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How to share a vault

Share a vault with another agent or transfer ownership.

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Written by Harriet Christie

Summary

To share a vault in MirrorWeb Insight, use the Share vault action on the vault in your Vault list. You choose an agent by email and assign a role (Editor, Reviewer, or Owner). Sharing lets other agents collaborate on the vault; assigning the Owner role transfers the vault to that agent.

Prerequisites

  • Login credentials to MirrorWeb Insight

  • A vault you can share

  • The email address of the agent you want to share with (they must be an agent in your organisation)

Step-by-Step Instructions

Step 1: Open the Vault list

Click Vault in the sidebar navigation to open your Vault list.

The Vault list showing your saved searches

Step 2: Click Share vault

For the vault you want to share, click the Share vault action. On smaller screens this action is available from the row's menu as "Share vault." This opens the share dialog titled Share "<vault name>".

The Share vault action on a vault row

Step 3: Choose the agent and role

In the share dialog (which states "Share this vault or transfer ownership to another agent"):

  1. Under Agent email, search for and select the agent to share with (placeholder "Search agents...").

  2. Under Role, select one of:

    • Editor — "Editors can view and edit vaults"

    • Reviewer — "Reviewers can view vaults and perform message actions"

    • Owner — "Transfer this vault to another agent"

The share dialog with the Agent email picker and Role selector

Step 4: Share

Click Share to apply. A confirmation toast appears: "Vault shared — Successfully shared vault with <agent email>."

The Share button and the confirmation that the vault was shared

Notes

Important: Assigning the Owner role transfers the vault to that agent.

Note: The agent picker excludes your own account, so you cannot share a vault with yourself.

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