Filter accounts on the All accounts page

This article describes how to filter the accounts displayed on the All accounts page using the Cerby web app.

Who can use this feature?

• Workspace Owners, Super Admins, Admins, Users, Login-Only, and Guest Users

• Results are scoped to the items you have access to as Owner or Collaborator either through direct grant or team membership. Workspace Owners and Super Admins can search for all items in the workspace when they turn on All-Access Mode.

• Only supported using the Cerby web app

As a user with any workspace role in Cerby, you can filter the accounts shown on the All accounts page down to the ones you need. Cerby scopes the accounts you see to the ones you have access to as an Owner or Collaborator, so any filter you apply only narrows down that existing set.

As a workspace Owner or Super Admin, you can also turn on All-Access Mode to include every account in the workspace in your results, not only the accounts you have access to.

To filter accounts on the All accounts page, you must complete the following steps:

1. Log in to your Cerby workspace.

2. Select the Accounts option from the left navigation drawer. The All accounts page is displayed.

3. Select the corresponding option from the following filters:

   • Filter by app: Select one or more applications to show only the accounts that belong to them.

   • More filters > Owner: Select Owned by me to show only the accounts you own, or Shared with me to show only the accounts other users or teams have shared with you.

   • More filters > Status: Select Deleted accounts to show accounts you have deleted, or Hidden accounts to show accounts you have hidden.

   • More filters > Needs your attention: Select Only accounts that need attention to show only the accounts that require action, such as adding a missing password or turning on MFA.

   • Sort by: Select Recently used, A to Z, Z to A, Newest to oldest, or Oldest to newest to change the order the accounts are displayed in.

   Cerby immediately updates the accounts displayed to match your selection.

   NOTE: The All accounts page loads every account you have access to as you scroll down, with no fixed limit. When you filter by app or group accounts by app, the list is limited to 250 accounts total, and a warning icon is displayed next to the account count if your selection matches more accounts than that. Apply an additional filter, such as Owner or Status, to narrow the results below 250 accounts.

   NOTE: Clicking Clear filters or entering a search term in the search box clears any filters you've already applied.

Now you are done.