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Add a custom item using the Cerby mobile app

This article describes how to add a custom item to your Cerby workspace using the Cerby mobile app.

Cerby Team avatar
Written by Cerby Team
Updated over a week ago

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Supported using the Cerby web and mobile apps

To add a custom item using the Cerby mobile app, you must complete the following steps:

  1. Open the Cerby mobile app on your mobile phone.

  2. Log in to your Cerby workspace.

  3. Tap the Add button from the bottom navigation bar. The Select a category screen is displayed with a list of options.

  4. Select the Custom item option from the list. The Custom item screen is displayed.

  5. Enter the information in the corresponding fields:

    • Item label in Cerby: It is the name of the custom item that is always displayed on the secret card.

    • Add a custom field and enter the information by performing the following actions:

      1. Click the Add custom field button. The Add other detail dialog box is displayed.

      2. Select the corresponding option from the Field Type drop-down list:

        • Password

        • Text Only

        • URL field

      3. Enter a name for the custom field in the Field name field.

      4. Click the Add custom field button. The dialog box closes, and the new custom field is displayed.

      5. Enter the information in the new custom field.

    • Notes: It is a space for additional information or personalized notes related to the database.

  6. (Optional) Select the Ask users to confirm their identity to view the secret option if you want an identity challenge to be issued when users want to view it.
    ​NOTE: You can add an identity challenge later via the Cerby web app. For more information, read the article Edit a secret or secret item using the Cerby mobile app.

  7. (Optional) Enter the name of a collection to which you want to add the secret in the Collection name.

  8. Select a vault where you want to save the secret from the Vault drop-down menu.
    ​NOTE: If you only have one vault, the Vault drop-down list is not displayed.

  9. Tap the Save button in iOS or Save item in Android. A success message box is displayed.

Now you are done. You can start managing access to your items securely.

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