Checkout system

The Checkout system locks an entry while it is being used or modified. It prevents multiple users from using or editing an entry at the same time.

Checkouts can be enabled for General, Session, Information, and Credential entries.

Check out an entry

1. Select an entry.
2. Click Check out.
3. Comment why you are checking out the entry.
4. Optional: enable Automatic check in after a number of minutes.
5. Click OK.

An information banner at the top of the entry and an icon in the navigation pane will appear to warn the users that this entry is checked out. If the entry has a linked credential or a linked one-time password (OTP) entry, checking out the entry also checks those out under the same prompt (a note indicates how many additional entries will be checked out).

Copying information that is already visible without a checkout, such as the username or domain, does not require checking out the entry. Copying or revealing the password (or a linked OTP) still requires it.

Check in an entry

1. In the navigation pane, select the checked out entry.
2. Click Check in.

By default, Check in only checks in the current user's own checkout. If the entry has no checkout from the current user but is checked out by other users, and the current user has the Force checkin permission, checking in instead force checks in every checkout currently held on that entry at once, after a confirmation showing how many users currently hold it.

Check out or check in a folder

Checking out or checking in a folder, or an entry with sub-entries, opens a window listing the entries it contains as a checklist. Use:

• Checkout folder only (or Checkout parent only for sub-entries) to act on the folder or parent entry alone.
• Checkout contents of folder only (or Checkout contents of parent only) to act on its contents without the folder or parent entry itself.
• The checklist itself, to check out or check in a custom selection.

Check out or check in multiple entries

Selecting multiple entries and choosing Check out or Check in applies a single comment and duration to the whole selection. Once the operation completes:

• If every entry succeeds, a notification reports how many entries were checked out or checked in.
• If every entry fails, a notification explains why.
• If some entries fail while others succeed, a Checkout result window lists the failed entries and the reason for each.

Simultaneous checkouts

The Multiple checkouts setting allows multiple users to check out and edit the same entries simultaneously. It is only configurable at the vault level: go into the properties of the vault's root object and navigate to Security settings – Multiple checkouts. All entries and folders in the vault follow this setting.

OPTION	DESCRIPTION
Default	Behaves as Off.
Off	Disables Multiple checkouts.
Infinite	Allows users to check out the same entry simultaneously without restriction.
Custom	Lets you define the maximum number of users who can check out an entry at the same time.