> ## Documentation Index
> Fetch the complete documentation index at: https://help.chainbook.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Shared Wallets

> Collaborate with team members on transaction tracking

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

## 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

<Frame>
  <img src="https://mintcdn.com/chainbook/aC-1_m7_TPtV0hLw/images/shared-wallets.png?fit=max&auto=format&n=aC-1_m7_TPtV0hLw&q=85&s=aff662cc11688ca3068779fc44882fbf" alt="Shared wallets view showing pending and accepted invitations" width="1920" height="1080" data-path="images/shared-wallets.png" />
</Frame>

## Roles and Permissions

| Role       | Capabilities                                                                 |
| ---------- | ---------------------------------------------------------------------------- |
| **Owner**  | Full control - edit wallet, add assets, invite/remove members, delete wallet |
| **Member** | View access - see assets, transactions, categories, and contacts             |

<Note>
  Currently, all invited members have view-only access. Full permission controls are coming soon.
</Note>

## Sharing a Wallet

<Steps>
  <Step title="Open the wallet">
    Navigate to **Wallets** and click on the wallet you want to share.
  </Step>

  <Step title="Click Share">
    Click the **Share** or **Members** button to open sharing settings.
  </Step>

  <Step title="Enter email address">
    Type the email address of the person you want to invite.

    <Note>
      If they don't have a Chainbook account, one will be created for them automatically.
    </Note>
  </Step>

  <Step title="Send invitation">
    Click **Invite** to send the email invitation.

    <Check>
      The invitee receives an email with a link to accept.
    </Check>
  </Step>
</Steps>

## Managing Members

### 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:**

| Status      | Meaning                         |
| ----------- | ------------------------------- |
| **Pending** | Invited but hasn't accepted yet |
| **Active**  | Accepted and has access         |

### 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

### Removing Members

To revoke someone's access:

<Steps>
  <Step title="Open wallet members">
    Go to the wallet and click **Members**.
  </Step>

  <Step title="Find the member">
    Locate the person you want to remove.
  </Step>

  <Step title="Click Remove">
    Click the **Remove** button next to their name.
  </Step>

  <Step title="Confirm">
    Confirm the removal.

    <Warning>
      The member immediately loses access but can be re-invited later.
    </Warning>
  </Step>
</Steps>

## Accepting Invitations

When someone shares a wallet with you:

<Steps>
  <Step title="Check your email">
    Look for an invitation email from Chainbook.
  </Step>

  <Step title="Click the invitation link">
    Click the link in the email to go to Chainbook.
  </Step>

  <Step title="Sign in or create account">
    If you're new, create an account with the invited email address.
    If you have an account, sign in.
  </Step>

  <Step title="Accept the invitation">
    On the Shared page, click **Accept** next to the pending invitation.

    <Check>
      The wallet now appears in your Shared section.
    </Check>
  </Step>
</Steps>

## 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

<Info>
  You can be re-invited later if you change your mind.
</Info>

## 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

<Note>
  Leaving a shared wallet removes your access. Contact the owner to be re-invited.
</Note>

## 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

### Shared vs. Owned Wallets

| Feature           | Your Wallets | Shared Wallets |
| ----------------- | ------------ | -------------- |
| View assets       | Yes          | Yes            |
| View transactions | Yes          | Yes            |
| Add assets        | Yes          | No             |
| Edit wallet       | Yes          | No             |
| Invite members    | Yes          | No             |
| Delete wallet     | Yes          | No             |

## Use Cases

### Business Partners

Share wallets with business partners to provide visibility into:

* Shared treasury assets
* Joint venture transactions
* Partnership financial activity

### 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

### Team Finance

For finance teams:

* Create wallets for company assets
* Share with relevant team members
* Everyone stays informed on transactions

### 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

## Security Considerations

<Info>
  Shared wallets give members visibility into wallet addresses and all transactions.
</Info>

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

<Warning>
  Only share wallets with people you trust with this information.
</Warning>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can members edit transactions?">
    Not currently. Members have view-only access. Only the wallet owner can add descriptions and categories.
  </Accordion>

  <Accordion title="Can I share with someone outside my organization?">
    Yes, you can share with any email address. They'll need to create a Chainbook account if they don't have one.
  </Accordion>

  <Accordion title="Is there a limit to how many people I can share with?">
    Sharing limits depend on your plan. Free plans have limited sharing; Team plans offer unlimited members.
  </Accordion>

  <Accordion title="Can I transfer wallet ownership?">
    Currently, wallets cannot be transferred. The original creator remains the owner. Contact support if you need to transfer ownership.
  </Accordion>

  <Accordion title="What happens if the owner deletes the wallet?">
    If the owner deletes a wallet, it's removed for all members. Members are not notified in advance.
  </Accordion>
</AccordionGroup>