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Sharing a Space Between Safes

Overview

This guide explains how to use Shared Spaces for collaboration between separate Safes. If your goal is to let another person use their own access key, such as a passkey or hardware-backed key, to access selected Spaces inside the same Safe or to have full administrative rights to that Safe, use Granting an Access Key Access to Spaces in the Same Safe instead.

Before You Start

  • You need a Safe that supports Spaces and Vault Messaging.
  • The recipient must also have their own Safe.
  • You need the recipient's Vault Messaging address.
  • The Space you want to share must be created as a Shared Space.

Step 1. Create a Shared Space

  1. Open the Notes area in your Safe.
  2. Use the plus icon to create a new Space.
  3. Enter a name for the Space.
  4. When prompted for the Space type, choose Shared.
  5. Open the new Shared Space and confirm it appears as a collaboration Space.

Step 2. Prepare the Shared Space

  1. Add any starting notes or cloud files you want collaborators to see.
  2. Keep in mind that Shared Spaces are intended for shared records and cloud-stored files.
  3. Do not expect wallet features or local-only file storage inside the Shared Space.

Step 3. Send the Shared Space Invite

  1. Open Vault Messaging.
  2. Start a new message to the recipient's address.
  3. Click Share Space.
  4. Select the Shared Space you want to send.
  5. Review the draft message.
  6. Click Send.

Important

The Shared Space invite is sent through Vault Messaging. This is different from adding a key to the same Safe.

Step 4. Recipient Imports the Shared Space

The recipient should:

  1. Open the message in Vault Messaging.
  2. Read the Shared Space notice in the message.
  3. Click Add Shared Space.
  4. Wait for the import to complete.
  5. Open the imported Space in their Safe.

Step 5. Collaborate

After import:

  • both Safes can work in the same shared workspace,
  • notes and cloud files in that Space can be used collaboratively,
  • changes may require refresh or reopening content to see the latest state.

When to Use This vs Access Keys

Use Shared Spaces when:

  • each person should keep their own Safe,
  • you want collaboration without exposing unrelated Safe contents,
  • the goal is a shared workspace between Safes.

Use access keys when:

  • the goal is for multiple users to open the same Safe using their own access keys,
  • one Safe owner wants to assign certain Spaces to another user's access key,
  • one Safe owner wants another user's access key to have full administrative rights to the Safe,
  • you are not creating collaboration between separate Safes.

Troubleshooting

  • No Share Space option: confirm your tier supports the feature and that you are using Vault Messaging.
  • Recipient cannot import: confirm the recipient opened the correct message and used Add Shared Space.
  • Files not behaving as expected: Shared Spaces support cloud collaboration, not local-only file storage.