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.
Setting Up Collaboration
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”)
- Assets: Add the asset addresses to track, each with its network and token
3
Save the wallet
Click Create Wallet and wait for initial sync.
Step 2: Invite Team Members
1
Go to Shared
Click Shared in the sidebar and open the sharing dialog for the wallet you want to share.
2
Enter email address
Type the team member’s email address.
The invitation is tied to this email address — the invitee must sign in (or sign up) with the same email to accept it.
3
Choose a role
Select the member’s access level:
- Viewer — can see the wallet’s data but not change it
- Editor — can also edit transactions, categories, and descriptions
4
Send invitation
Send the invite.
They’ll receive an email with instructions to join.
Step 3: Team Member Accepts
The invited person needs to:- Check email for the invitation
- Click the invitation link
- Sign in — or sign up with the invited email address, in which case pending invitations are accepted automatically
- Accept the wallet invitation
Managing Team Access
Checking Member Status
View who has access:- Go to Shared and open the wallet’s sharing dialog
- See the member list with status:
- Pending - Hasn’t accepted yet (no access until they do)
- Active - Has access
Changing Roles
Switch a member between Viewer and Editor at any time from the sharing dialog — the change takes effect immediately.Resending Invitations
If someone didn’t receive their invitation, invite the same email again — the previous invitation is replaced with a fresh one.Removing Team Members
To revoke someone’s access:- Go to Shared and open the wallet’s sharing dialog
- Find the person to remove
- Click Remove
- Confirm
What Team Members Can Do
Auto-categorization on a shared wallet uses the wallet owner’s contacts and their default categories — even when an Editor triggers it.
Collaboration Workflows
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.
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.
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.
Security Considerations
When sharing wallets, remember:Before Sharing
Consider:- Do they need to see asset addresses?
- Should transaction history be visible?
- Is this the right level of access?
Information Visible to Members
- All asset addresses in the wallet
- Complete transaction history
- Your contact labels
- Your category assignments
- Transaction descriptions you’ve added
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
Multi-Wallet Collaboration
For complex organizations with multiple wallets:Wallet Structure Example
Team Assignment Matrix
Troubleshooting
Team member didn't receive invitation
Team member didn't receive invitation
- Check they’re looking in correct inbox
- Have them check spam/junk
- Verify email address is correct
- Invite the same email again to replace the invitation with a fresh one
Invite fails with "sent to a different email address"
Invite fails with "sent to a different email address"
Invitations can only be accepted by an account whose email matches the invited address. Have the person sign in with the invited email, or send a new invitation to the email they actually use.
I need to change someone's access level
I need to change someone's access level
Open the wallet’s sharing dialog from the Shared page and switch the member between Viewer and Editor. The change applies immediately — no need to remove and re-invite.
Team member left the company
Team member left the company
- Go to Shared and open the wallet’s sharing dialog
- Find their entry
- Click Remove immediately
- Their access is revoked instantly
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.
Plan Limits
Limits are per wallet, and pending invitations count towards the limit.
See Billing for plan details and pricing.