Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Collection, business hub, and asset Owners
Only supported using the Cerby web app
As a collection, business hub integration, and asset Owner, you can add an asset 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 asset with the collection-level role.
The process of adding an asset to a collection is different, depending on whether a business hub already exists in the collection or not:
The following sections describe each process.
Add an individual asset to a collection
To add an individual asset to a collection, you must complete the following steps using the Cerby web app:
Log in to your Cerby workspace.
Select the Business Hubs option from the left menu. The Business Hubs page is displayed.
Click the More options (
) icon of the corresponding business hub card. A drop-down menu is displayed.
Select the Settings option from the menu. The business hub details page is displayed with the Settings tab activated.
Activate the Assets tab.
Click the More options (
) icon of the corresponding asset card. A drop-down menu is displayed.
Select the Add to Collection option from the menu. The Add to collection dialog box is displayed with a list of collections and subcollections.
Select the corresponding collection from the list or look it up using the search bar.
Click the Next button. The Define App Role of the wizard is displayed with a list of roles.
Select the role to assign to users and teams on the external app assets.
Click the Add to collection button. The dialog box closes, and a success message box is displayed.
NOTE: For existing members and teams in the collection, Cerby sends them emails to claim access to the business hub and assets. After they claim access, Cerby triggers the automation jobs to add these users to the external apps and the assets because that’s the typical hierarchical structure. If members and teams already have direct access to the business hub, they must only claim access to the assets. For more information, read the article Manage access to business hubs and assets with collections.
Now you are done.
Add an asset for an existing business hub in a collection
To add an asset for an existing business hub in a collection, you must complete the following steps using the Cerby web app:
Log in to your Cerby workspace.
Select the Collections option from the left menu. The Collections page is displayed.
Click the Settings (
) icon of the corresponding collection card. The collection details page is displayed with the General tab activated.
Activate the Assets tab.
Click the Add assets button located at the top right of the Assets in the collection section. A wizard is displayed with the Select business hubs page.
Select the corresponding business hub from the list. The Assign assets page of the wizard is displayed with tabs for each asset type and a list of assets.
Select one or multiple assets from the list.
Select the role or roles to assign to other members and teams in the external app when you share the collection.
Activate the tab that corresponds to other asset types you want to add.
Repeat steps 7 to 9 as necessary.
Click the Add assets button. The wizard closes, and a success message box is displayed.
NOTE: For existing members and teams in the collection, Cerby sends emails for users to claim access to the assets. After they claim access, Cerby triggers the automation jobs to add these users to the assets. For more information, read the article Manage access to business hubs and assets with collections.
Now you are done.