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Moving Team Safe Data from SecureSafe Classic to SecureSafe Next

Overview

A Team Safe adds people, roles, and shared content on top of everything a personal safe already has, and none of that carries over automatically.

This page builds on the core migration guide, Moving from SecureSafe Classic to SecureSafe Next, and covers what changes when the safe you are moving belongs to a team rather than to you alone. Read that guide first for the export and download mechanics; this page focuses on the decisions and steps a Team Safe adds on top of them.

Step 1: Choose a Next Plan That Supports Team Safes

Team Safes are not available on every SecureSafe Next plan. Solo has no sharing capability, so a Classic Team Safe cannot move onto a Solo plan. Family supports up to six members and one shared Team Safe. On the business side, Starter supports up to five members and one Team Safe, while Business supports unlimited members and unlimited Team Safes. Count how many people currently have access to your Classic Team Safe, then pick the tier with enough seats and Team Safe capacity by reviewing the current Next plans.

Step 2: Rebuild Your Team Before You Move Any Data

Passwords and files move safe by safe, but membership does not move with them. Everyone who had access in Classic needs to be added back in SecureSafe Next, and because Next uses a different permission model, this is also the point to decide who should keep the same level of access and who should not.

Invite your members to the plan

  1. Open the Profile icon in the upper right corner and go to Plan Settings.
  2. Select Invite members and enter each person's email address; you can invite several at once.
  3. Track each invitation from the member overview, and resend or cancel one if needed.

Note:

Invite by an email address that does not already have a SecureSafe Next account.

The invitation flow registers a new account tied to your plan, and Next does not currently support linking an existing account to a second plan; inviting an email that already has one triggers an error instead of adding it.

If a Classic Team Safe member has already set up their own personal Next account, use a different email address for the plan invitation.

Create the Team Safe and add members

  1. In Plan Settings, create a new Team Safe. Business plans can create more than one; Family and Starter are limited to one.
  2. Open the Team Safe, select the user icon next to its name, then choose Add member.
  3. Choose a member from the dropdown of people already on your plan.
  4. Assign a permission level: Can View, Can Edit, or Can Admin.
  5. Click Add. The member receives an email with a direct link to the Team Safe.

Classic used five roles: Administrator, Editor, Viewer, Restricted Viewer, and Archivist. Next collapses these into three: Can Admin, Can Edit, and Can View.

There is no automatic mapping between the two, so assign the new roles deliberately rather than matching titles by name. Administrators typically become Can Admin, and Viewers or Restricted Viewers typically become Can View. Editors and Archivists both land on Can Edit in Next, even though an Archivist could not edit or delete files in Classic, so review that group before carrying over access wider than they had before.

Step 3: Move Team Safe Passwords

Personal passwords move through a CSV export and import, but Classic does not offer a CSV export for Team Safe passwords; that option exists only for private safes. As of this writing, Next has no documented bulk import for Team Safe passwords either, so moving them means recreating each one by hand.

  1. In SecureSafe Classic, open the Team Safe and select a password to view its details.
  2. Copy the username and password to your clipboard.
  3. In SecureSafe Next, open the Team Safe and select Add password, then paste in the details and save.
  4. Repeat for each password stored in the Team Safe.

Note:

Only Administrators and Editors can add passwords in Classic, so plan for one of them to carry out this step.

If your Team Safe holds a large number of passwords, contact SecureSafe support before you start; they may be able to point you to a faster path for larger teams.

Step 4: Move Team Safe Files

Files follow the same download-then-drag approach as personal files. Use the File Manager's download options, a single file, a multi-selection, or Download all files for an entire folder as a zip, then bring the results into the new Team Safe the same way you would your own.

  1. In SecureSafe Classic, open the Team Safe's files, select what you want to transfer, and download it (individually, as a selection, or as a whole folder).
  2. In SecureSafe Next, open the File Manager and navigate to the new Team Safe.
  3. Drag the downloaded files or folders into the Next window; Next preserves the original folder structure. You can also use the new SecureSafe Next Desktop App, which lets you synchronize files as fast and smoothly as with the previous Desktop App.
  4. Confirm each upload completes, then check the files in Next against what you had in Classic.
  5. Once everyone has verified the content, delete the local copies from your computer.

Note:

Download access follows your Classic role.

Restricted Viewers can view files but not download them, so an Administrator, Editor, or Viewer will need to handle this step on the team's behalf.

Need Help

The same support applies as for personal safes. Classic stays fully functional until your account's expiration date, so there is no need to move everyone and everything in one sitting.

If a step here does not match what you see in your account, or a role or permission decision is not obvious, reach out to us and we will help you work through it.