How To Set Up A New Shared Folder In LastPass

Who: This process is for the Office Administrator to undertake

What: It shows you how to create a new shared folder in LastPass

When: Undertake this process whenever a new client starts

Why: This process is completed so that client logins and passwords are separated out in LastPass, making them easy to find, and so that we can control who has access to which folders, and which logins/secure information within each folder

How To Create A New Folder In LastPass

1. Hover over the red circle in the bottom right-hand corner with a "+" symbol in it

2. Select Add New Folder

3. Create the folder name using the name of the business and the name of the primary contact eg "LastPass Example/Rochelle Candy"

4. Select Save

How To Share A New Folder In LastPass

Once you have created a new folder, it needs to be "shared" so that other team members can access it LastPass

1. In the search bar at the top of the screen search for the folder you just created

2. Hover over the name of the folder and right-click on your mouse

3. Select Share

4. Select Create

Now you can add users to it, and control who can and can't see it in their individual LastPass vaults

How To Add People To A Shared Folder In LastPass

1. Hover over the name of the folder and right-click on your mouse

2. Select Manage Folder

3. Invite users to the folder using the dropdown in the top left-hand corner

4. Add Jo, the General Manager, the Office Administrator and the Head of Creative with Administrator permissions (note - the person who has created the folder automatically gets added as as administrator)

5. Add the VA and back-up VA/s with Read Only permissions

6. Add any global team members with Read Only and Hide Passwords permissions

7. Select Save

Additional users can be added and removed as required by either Jo, the Office Administrator or the General Manager, or anyone else with administrator permissions on that folder

How To Remove People From A Shared Folder In LastPass

1. Hover over the name of the folder and right-click on your mouse

2. Select Manage Folder

3. Click on the 'X' in the Action column to the right of the person you want to remove from the folder

4. Select Save