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Add an account to a collection

Add an account to a collection

This article describes how to add an account to an existing collection.

Cerby Team avatar
Written by Cerby Team
Updated yesterday

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, Users, and Guest Users

  • Collection and account Owners

  • Only supported using the Cerby web app

As a collection and account Owner, you can add one or multiple accounts to an existing collection. With this action, all workspace members and teams who already have shared access to the collection are automatically granted access to the accounts with the collection-level role.

In Cerby, you can add accounts to collections in the following two ways:

The following sections describe each way.

Add one account to a collection

To add one account to a collection, you must complete the following steps using the Cerby web app:

  1. Log in to your Cerby workspace.

  2. Click the More options () icon of the corresponding account card. A drop-down menu is displayed.

  3. Select the Add to Collection option from the menu. The Add to collection dialog box is displayed with a list of collections and subcollections.

  4. Select the corresponding collection from the list or look it up using the search bar.
    ​NOTE: You can create a new collection with the account preselected in the wizard by clicking the Create new collection button. You must complete the steps of the wizard according to the article Create a collection.

  5. Click the Add to collection button. The dialog box closes, and a success message box is displayed.

Now you are done.

Add multiple accounts to a collection

To add multiple accounts to a collection, you must complete the following steps using the Cerby web app:

  1. Log in to your Cerby workspace.

  2. Select the Collections option from the left menu. The Collections page is displayed.

  3. Click the Settings () icon of the corresponding collection card. The collection details page is displayed with the General tab activated.

  4. Activate the Accounts tab.

  5. Click the Manage Accounts button. The Add accounts to collection dialog box is displayed.

  6. Click the Add () icon of the account you want to add to your collection. The account is added to a list in the Selected accounts section.
    ​TIP: You can use the search bar to look for specific accounts in the All accounts section.

  7. Repeat step 6 as necessary.

  8. Click the Done button. The dialog box closes, and a success message and the selected accounts are displayed in the Accounts tab.

Now you are done.

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