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This guide walks through setting up collaboration for teams, partners, and clients who need shared access to transaction data.

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When to Use Collaboration

Chainbook collaboration is ideal for:

Business Partners

Share visibility into joint venture or partnership transactions.

Finance Teams

Give team members access to company asset activity.

Client Services

Let clients monitor assets you manage for them.

Accountants

Provide read-only access for bookkeeping and tax prep.

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Setting Up Collaboration

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Step 1: Create a Wallet

First, create a wallet to share:
1

Go to Wallets

Click Wallets in the sidebar.
2

Create new wallet

Click New Wallet and configure:
  • Name: Use a clear name (e.g., “Acme Corp Treasury”)
  • Network: Choose TRON or Ethereum
  • Assets: Add the asset addresses to track
3

Save the wallet

Click Create Wallet and wait for initial sync.

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Step 2: Invite Team Members

1

Open the wallet

Click on the wallet you want to share.
2

Go to Members

Click the Members tab or button.
3

Click Invite

Click Invite Member.
4

Enter email address

Type the team member’s email address.
If they don’t have a Chainbook account, one will be created automatically.
5

Send invitation

Click Send Invitation.
They’ll receive an email with instructions to join.

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Step 3: Team Member Accepts

The invited person needs to:
  1. Check email for the invitation
  2. Click the invitation link
  3. Create account or sign in
  4. Accept the wallet invitation
Once accepted, they can access the shared wallet.

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Managing Team Access

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Checking Member Status

View who has access:
  1. Open the shared wallet
  2. Click Members
  3. See list with status:
    • Pending - Hasn’t accepted yet
    • Active - Has access

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Resending Invitations

If someone didn’t receive their invitation:
  1. Open wallet Members
  2. Find the pending invitation
  3. Click Resend

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Removing Team Members

To revoke someone’s access:
  1. Open wallet Members
  2. Find the person to remove
  3. Click Remove
  4. Confirm
Removing a member immediately revokes their access. They can be re-invited later if needed.

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What Team Members Can Do

ActionOwnerTeam Member
View transactions✅✅
View asset addresses✅✅
View categories✅✅
View contacts✅✅
Edit transactions✅❌
Add assets✅❌
Invite members✅❌
Delete wallet✅❌
Team members have read-only access. Only the wallet owner can make changes.

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Collaboration Workflows

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Finance Team Workflow

For finance teams monitoring company assets:
1

Create wallet structure

Set up wallets by entity or purpose:
  • “Company Treasury”
  • “Operating Account”
  • “Payroll Asset”
2

Add all relevant assets

Import all company asset addresses into appropriate wallets.
3

Invite finance team

Add CFO, accountants, and finance staff to relevant wallets.
4

Establish categorization

Create categories matching your chart of accounts.
5

Owner categorizes transactions

Wallet owner maintains clean, categorized data.
6

Team reviews and exports

Team members can view data and export for their needs.

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Client Service Workflow

For managing client assets:
1

Create per-client wallets

One wallet per client for clear separation.
2

Add client assets

Import the assets you’re managing for them.
3

Invite the client

Share the wallet with the client for transparency.
4

Maintain records

Keep transactions categorized and documented.
5

Client can monitor

Client has visibility without needing to share credentials.

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Accountant Access Workflow

For giving your accountant access:
1

Organize by tax year

Create wallets grouped by fiscal period if helpful.
2

Complete categorization

Ensure all transactions are categorized before sharing.
3

Add descriptions

Document unusual transactions with descriptions.
4

Invite accountant

Share relevant wallets with their work email.
5

Accountant reviews

They can view transactions and export data for their work.

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Security Considerations

When sharing wallets, remember:
Team members can see all asset addresses and transaction history in shared wallets.

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Before Sharing

Consider:
  • Do they need to see asset addresses?
  • Should transaction history be visible?
  • Is this the right level of access?

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Information Visible to Members

  • All asset addresses in the wallet
  • Complete transaction history
  • Your contact labels
  • Your category assignments
  • Transaction descriptions you’ve added

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Protecting Sensitive Information

If you need to limit exposure:
  • Create separate wallets for different access levels
  • Only share wallets with necessary transactions
  • Don’t include sensitive assets in shared wallets

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Multi-Wallet Collaboration

For complex organizations with multiple wallets:

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Wallet Structure Example

Acme Corporation
├── Treasury (Finance team access)
├── Operations (Operations team access)
├── Client A (Client A + Account manager access)
├── Client B (Client B + Account manager access)
└── Trading (Trading team only)

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Team Assignment Matrix

WalletCFOFinanceOpsTradersClient
Treasury✅✅❌❌❌
Operations✅✅✅❌❌
Client A✅✅❌❌✅
Trading✅❌❌✅❌

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Troubleshooting

  1. Check they’re looking in correct inbox
  2. Have them check spam/junk
  3. Verify email address is correct
  4. Click Resend to send new invitation
They should:
  1. Sign in with the correct email
  2. Look in Shared section (not Wallets)
  3. Accept any pending invitations
  4. Try refreshing the page
Currently, all members have view-only access. To change this:
  • Remove and re-invite them
  • Wait for role-based permissions (coming soon)
  1. Open wallet Members
  2. Find their entry
  3. Click Remove immediately
  4. Their access is revoked instantly

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Best Practices

Clear Wallet Names

Use descriptive names that help team members find what they need.

Regular Audits

Periodically review who has access and remove those who don’t need it.

Document in Descriptions

Add context to transactions so team members understand them.

Communicate Changes

Tell team members when you add new assets or change categorization.

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Plan Limits

PlanCollaborators per Wallet
Free1 (owner only)
Pro5
TeamUnlimited
Upgrade to Team plan for unlimited collaboration. See Billing for details.