Share matters with other Vault users

When you use Google Vault for eDiscovery of your organization's Google Workspace data, you can share a matter with other people who work on the same project. For example, a legal assistant might create a matter and search for data, then save the query. The assistant can then share the matter with others so they can access the saved query to view and export the search results.

Who you can share with

• You can share matters only with accounts in your organization. To share matters with users outside your organization, your Google Workspace administrator must create an account for them.
• To open matters, the accounts you share with must have Vault privileges. Learn more
• Your Vault privileges might let you share matters only with members of certain organizational units and their child organizational units.

Share a matter

1. Sign in to vault.google.com.
2. Click Matters.
3. Click the matter you want to share.
4. In the upper right, click Share this matter .
5. To share the matter with a link, click Copy link to clipboard  and paste the link into a message to your collaborators.
6. To share the matter with Vault's automatically generated email, enter email addresses and enable the email notification.
7. Click Save.

Review who a matter is shared with

1. Sign in to vault.google.com.
2. Click Matters.
3. Click the matter you want to review.
4. In the upper right, click Share this matter .
5. Review the list in the Who has access section of the Share settings popup.

Stop sharing a matter

1. Sign in to vault.google.com.
2. Click Matters.
3. Click the matter you want to stop sharing.
4. In the upper right, click Share this matter .
5. In the Who has access section, next to the account you want to stop sharing with, click Remove collaborator.

   Until you click Save in the next step, you can undo this action by clicking Restore collaborator access .

6. Click Save.