Manage Users

Lockbox makes it easy for you to exchange and manage information together with other users, such as your friends, colleagues or business partners. All you need to do is to share your box with them.

You can only share your box with people who have valid Lockbox accounts.

Lockbox gives you full flexibility to make sure you share information only with those you want to. As a box owner you can tailor a box to the needs of a particular group of people. You can share information with disparate groups of people by simply creating different boxes and inviting users to them.

Invite New User

To invite a new user, perform the following steps:

1. In the box navigation pane, select the box you would like to share.
2. Right-mouse click the box icon to open the box’s context menu and select the ‘Manage Box’/'Administer Box' item.
3. Select the ‘Users’ tab and then select the 'Invite Users' section.
4. Enter a valid email address of a Lockbox user in the input field and click the ‘Proceed’ button.
5. The following input dialog prompts you to provide a contact code. You can either click into the empty table cell and enter a contact code manually or press the 'Generate Codes' button to auto-generate a random contact code. When you are happy with your input, click the 'Proceed' button.
6. After the contact request has been created, the dialog displays again the contact code which needs to be copied and passed on to the invitee, e.g. via phone or SMS.

The invitee is asked to produce the contact code before they can accept your invitation.

 As soon as the invitee has processed the contact code and accepted the box invitation, they are added to your box and have full read and write access to all contents. Alternatively, you can tick the 'Do not allow users access without confirmation checkbox ' in step 4. if this option is chosen, the invitee does not gain access until the inviting user has confirmed them.

The contact code is available in the table of the 'Manage Contacts' dialog (via 'Contacts' menu) after sending out the contact request. There you can click the button with the clipboard icon to copy the contact code to the clipboard.

The invitee can decline either the contact request or the box invitation.

Invite User from Contact List

To invite a user to your box, do the following:

1. In the box navigation pane, select the box you would like to share.
2. Right-mouse click the box icon to open the box’s context menu and select the 'Manage Box’/'Administer Box' item.
3. Select the ‘Users’ tab and then select the 'Invite Users' section.
4. Select the user to be invited from the contact list and press the arrow buttons to move them over to the right list box.
5. After you are finished adding invited users from your contact list, click the ‘Proceed’ button.

As soon as the invited user has accepted your invitation, they are added to your box and have full read and write access. Alternatively, you can tick the 'Do not allow users access without confirmation checkbox ' in step 4. if this option is chosen, the invitee does not gain access until the inviting user has confirmed them.

Invite User Options

There are two options to control how invited users are added to your box.

Do not allow users access to box without my confirmation

This option allows you to control the point in time when an invited user gets access to your box manually. Only after the invited user has accepted your invitation and your manual confirmation, the invited user gains access.

A dialog box will pop up to prompt you. You can decide to confirm access straight away or you can ask Lockbox to remind you.

Every box with pending users is marked with a blue asterisk in the box navigation pane.

If you want to confirm a pending user late, click the box icon or label in the box navigation pane to show the confirmation dialog. Then click the 'Confirm' button.

Assign Invited User Privileges

A box owner can enable invited users to perform certain actions on their box by assigning privileges to them.

To assign permissions to invited users, follow these steps:

1. In the box navigation pane, select the box you would like to share.
2. Right-mouse click the box icon to open the box’s context menu and select the ‘Manage Box’ item.
3. Select the ‘Users' tab and the 'Assign Privileges’ section.
4. Tick the checkboxes of the privileges you would like to assign to a user. See below for available privileges.
5. After you are finished, click the ‘Finish’ button.

By following the above steps and deselecting checkboxes in Step 4, the box owner can revoke privileges of invited users.

Add client privilege

The invited users is capable of creating new client boxes that are attached to the box.

If an invited user is assigned this privilege, they also gain the privilege to create shared client boxes.

Invite user privilege

The invited user is able to invite other users to the box.

Un-invite User

An invited user can be un-invited by the box owner at any time:

1. In the box navigation pane, select the box from which you would like to remove an invited user.
2. Right-mouse click the box icon to open the box’s context menu and select the ‘Manage Box’ item.
3. Select the ‘Users’ tab and the 'Un-invite Users' section.
4. Tick the checkbox next to the user you wish to un-invite and click the ‘Un-invite Selected User’ button.

The invited user loses access to your box instantaneously.