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Chainbook’s collaboration features let you share wallets with team members, partners, or clients.

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How Sharing Works

When you share a wallet with someone:
  1. They receive an email invitation
  2. They can accept or decline the invitation
  3. Once accepted, they see the wallet in their “Shared” section
  4. They can view all assets and transactions in the wallet
Shared wallets view showing pending and accepted invitations

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Roles and Permissions

RoleCapabilities
OwnerFull control - edit wallet, add assets, invite/remove members, delete wallet
MemberView access - see assets, transactions, categories, and contacts
Currently, all invited members have view-only access. Full permission controls are coming soon.

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Sharing a Wallet

1

Open the wallet

Navigate to Wallets and click on the wallet you want to share.
2

Click Share

Click the Share or Members button to open sharing settings.
3

Enter email address

Type the email address of the person you want to invite.
If they don’t have a Chainbook account, one will be created for them automatically.
4

Send invitation

Click Invite to send the email invitation.
The invitee receives an email with a link to accept.

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Managing Members

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Viewing Current Members

To see who has access to a wallet:
  1. Open the wallet
  2. Click Members or the team icon
  3. View the list of members and their status
Member statuses:
StatusMeaning
PendingInvited but hasn’t accepted yet
ActiveAccepted and has access

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Resending Invitations

If someone didn’t receive or lost their invitation:
  1. Open wallet members
  2. Find the pending member
  3. Click Resend to send a new invitation email

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Removing Members

To revoke someone’s access:
1

Open wallet members

Go to the wallet and click Members.
2

Find the member

Locate the person you want to remove.
3

Click Remove

Click the Remove button next to their name.
4

Confirm

Confirm the removal.
The member immediately loses access but can be re-invited later.

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Accepting Invitations

When someone shares a wallet with you:
1

Check your email

Look for an invitation email from Chainbook.
2

Click the invitation link

Click the link in the email to go to Chainbook.
3

Sign in or create account

If you’re new, create an account with the invited email address. If you have an account, sign in.
4

Accept the invitation

On the Shared page, click Accept next to the pending invitation.
The wallet now appears in your Shared section.

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Declining Invitations

If you don’t want access to a shared wallet:
  1. Go to Shared in the sidebar
  2. Find the pending invitation
  3. Click Decline
  4. The invitation is removed
You can be re-invited later if you change your mind.

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Leaving a Shared Wallet

To remove yourself from a wallet someone shared with you:
  1. Go to Shared in the sidebar
  2. Find the wallet you want to leave
  3. Click the Leave button
  4. Confirm your departure
Leaving a shared wallet removes your access. Contact the owner to be re-invited.

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Viewing Shared Wallets

All wallets shared with you appear in the Shared section:
  • Navigate to Shared in the sidebar
  • See all wallets others have shared with you
  • Click any wallet to view its assets and transactions

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Shared vs. Owned Wallets

FeatureYour WalletsShared Wallets
View assetsYesYes
View transactionsYesYes
Add assetsYesNo
Edit walletYesNo
Invite membersYesNo
Delete walletYesNo

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Use Cases

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Business Partners

Share wallets with business partners to provide visibility into:
  • Shared treasury assets
  • Joint venture transactions
  • Partnership financial activity

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Client Access

If you manage assets for clients:
  • Create a wallet for each client
  • Share the wallet with them
  • They can monitor their own transactions

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Team Finance

For finance teams:
  • Create wallets for company assets
  • Share with relevant team members
  • Everyone stays informed on transactions

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Accountant Access

Share wallets with your accountant:
  • They can view transaction history
  • Export data for tax preparation
  • No need to share raw wallet data separately

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Security Considerations

Shared wallets give members visibility into wallet addresses and all transactions.
Before sharing, consider:
  • Asset addresses become visible - Members see all tracked addresses
  • Transaction history is shared - All historical data is accessible
  • Contacts are visible - Your contact labels appear for members
  • Categories are visible - Your categorization is shown
Only share wallets with people you trust with this information.

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Frequently Asked Questions

Not currently. Members have view-only access. Only the wallet owner can add descriptions and categories.
Yes, you can share with any email address. They’ll need to create a Chainbook account if they don’t have one.
Sharing limits depend on your plan. Free plans have limited sharing; Team plans offer unlimited members.
Currently, wallets cannot be transferred. The original creator remains the owner. Contact support if you need to transfer ownership.
If the owner deletes a wallet, it’s removed for all members. Members are not notified in advance.