> ## 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.

# Collaboration Workflow

> Set up and manage team collaboration on crypto tracking wallets

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

## When to Use Collaboration

Chainbook collaboration is ideal for:

<CardGroup cols={2}>
  <Card title="Business Partners" icon="handshake">
    Share visibility into joint venture or partnership transactions.
  </Card>

  <Card title="Finance Teams" icon="building">
    Give team members access to company asset activity.
  </Card>

  <Card title="Client Services" icon="user-tie">
    Let clients monitor assets you manage for them.
  </Card>

  <Card title="Accountants" icon="calculator">
    Provide read-only access for bookkeeping and tax prep.
  </Card>
</CardGroup>

## Setting Up Collaboration

### Step 1: Create a Wallet

First, create a wallet to share:

<Steps>
  <Step title="Go to Wallets">
    Click **Wallets** in the sidebar.
  </Step>

  <Step title="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
  </Step>

  <Step title="Save the wallet">
    Click **Create Wallet** and wait for initial sync.
  </Step>
</Steps>

### Step 2: Invite Team Members

<Steps>
  <Step title="Open the wallet">
    Click on the wallet you want to share.
  </Step>

  <Step title="Go to Members">
    Click the **Members** tab or button.
  </Step>

  <Step title="Click Invite">
    Click **Invite Member**.
  </Step>

  <Step title="Enter email address">
    Type the team member's email address.

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

  <Step title="Send invitation">
    Click **Send Invitation**.

    <Check>
      They'll receive an email with instructions to join.
    </Check>
  </Step>
</Steps>

### 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.

## Managing Team Access

### 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

### Resending Invitations

If someone didn't receive their invitation:

1. Open wallet **Members**
2. Find the pending invitation
3. Click **Resend**

### Removing Team Members

To revoke someone's access:

1. Open wallet **Members**
2. Find the person to remove
3. Click **Remove**
4. Confirm

<Warning>
  Removing a member immediately revokes their access. They can be re-invited later if needed.
</Warning>

## What Team Members Can Do

| Action               | Owner | Team Member |
| -------------------- | ----- | ----------- |
| View transactions    | ✅     | ✅           |
| View asset addresses | ✅     | ✅           |
| View categories      | ✅     | ✅           |
| View contacts        | ✅     | ✅           |
| Edit transactions    | ✅     | ❌           |
| Add assets           | ✅     | ❌           |
| Invite members       | ✅     | ❌           |
| Delete wallet        | ✅     | ❌           |

<Note>
  Team members have read-only access. Only the wallet owner can make changes.
</Note>

## Collaboration Workflows

### Finance Team Workflow

For finance teams monitoring company assets:

<Steps>
  <Step title="Create wallet structure">
    Set up wallets by entity or purpose:

    * "Company Treasury"
    * "Operating Account"
    * "Payroll Asset"
  </Step>

  <Step title="Add all relevant assets">
    Import all company asset addresses into appropriate wallets.
  </Step>

  <Step title="Invite finance team">
    Add CFO, accountants, and finance staff to relevant wallets.
  </Step>

  <Step title="Establish categorization">
    Create categories matching your chart of accounts.
  </Step>

  <Step title="Owner categorizes transactions">
    Wallet owner maintains clean, categorized data.
  </Step>

  <Step title="Team reviews and exports">
    Team members can view data and export for their needs.
  </Step>
</Steps>

### Client Service Workflow

For managing client assets:

<Steps>
  <Step title="Create per-client wallets">
    One wallet per client for clear separation.
  </Step>

  <Step title="Add client assets">
    Import the assets you're managing for them.
  </Step>

  <Step title="Invite the client">
    Share the wallet with the client for transparency.
  </Step>

  <Step title="Maintain records">
    Keep transactions categorized and documented.
  </Step>

  <Step title="Client can monitor">
    Client has visibility without needing to share credentials.
  </Step>
</Steps>

### Accountant Access Workflow

For giving your accountant access:

<Steps>
  <Step title="Organize by tax year">
    Create wallets grouped by fiscal period if helpful.
  </Step>

  <Step title="Complete categorization">
    Ensure all transactions are categorized before sharing.
  </Step>

  <Step title="Add descriptions">
    Document unusual transactions with descriptions.
  </Step>

  <Step title="Invite accountant">
    Share relevant wallets with their work email.
  </Step>

  <Step title="Accountant reviews">
    They can view transactions and export data for their work.
  </Step>
</Steps>

## Security Considerations

When sharing wallets, remember:

<Warning>
  Team members can see all asset addresses and transaction history in shared wallets.
</Warning>

### 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

```
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)
```

### Team Assignment Matrix

| Wallet     | CFO | Finance | Ops | Traders | Client |
| ---------- | --- | ------- | --- | ------- | ------ |
| Treasury   | ✅   | ✅       | ❌   | ❌       | ❌      |
| Operations | ✅   | ✅       | ✅   | ❌       | ❌      |
| Client A   | ✅   | ✅       | ❌   | ❌       | ✅      |
| Trading    | ✅   | ❌       | ❌   | ✅       | ❌      |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Team member didn't receive invitation">
    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
  </Accordion>

  <Accordion title="Team member can't find the shared wallet">
    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
  </Accordion>

  <Accordion title="I need to change someone's access level">
    Currently, all members have view-only access. To change this:

    * Remove and re-invite them
    * Wait for role-based permissions (coming soon)
  </Accordion>

  <Accordion title="Team member left the company">
    1. Open wallet **Members**
    2. Find their entry
    3. Click **Remove** immediately
    4. Their access is revoked instantly
  </Accordion>
</AccordionGroup>

## Best Practices

<CardGroup cols={2}>
  <Card title="Clear Wallet Names" icon="tag">
    Use descriptive names that help team members find what they need.
  </Card>

  <Card title="Regular Audits" icon="magnifying-glass">
    Periodically review who has access and remove those who don't need it.
  </Card>

  <Card title="Document in Descriptions" icon="pen">
    Add context to transactions so team members understand them.
  </Card>

  <Card title="Communicate Changes" icon="comments">
    Tell team members when you add new assets or change categorization.
  </Card>
</CardGroup>

## Plan Limits

| Plan | Collaborators per Wallet |
| ---- | ------------------------ |
| Free | 1 (owner only)           |
| Pro  | 5                        |
| Team | Unlimited                |

<Info>
  Upgrade to Team plan for unlimited collaboration. See [Billing](/features/billing) for details.
</Info>