Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Account Owners
Only supported using the Cerby web app
Account Owners can manage the vault strategy for their accounts, whether choosing local or cloud encryption.
This article contains the steps on how to perform the following actions in locally vaulted accounts:
For more information, read the article How Cerby protects your data with cloud and local encryption.
Assign your account to a local vault
To assign a local vault to your account, you must complete the following steps:
Log in to your Cerby workspace.
Select the All accounts option from the left navigation drawer. The All accounts view is displayed.
Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated.
Expand the Vault Settings section. The list of vaults to which the account belongs is displayed.
Click the Assign to vault button. The Confirm Vault Assignment dialog box is displayed.
Click the Select a vault field to display a drop-down list of the existing vaults in the workspace.
Select the local vault you want to assign from the Select a vault field.
NOTE: The local vault must previously exist in the workspace. You can create a new vault only if you are a workspace Owner, Super Admin, or Admin. For more information, read the Create and manage a vault document.
TIP: You can see if a vault is cloud or local next to its name.
Click the Next button. The Assign a vault dialog box is displayed with information about what occurs when you assign your account to a local vault.
Click the Assign to vault button. The dialog box closes, and a success message box is displayed.
Now you are done.
Remove a local vault assigned to an account
To remove a local account assigned to an account, you must complete the following steps:
Log in to your Cerby workspace.
Select the All accounts option from the left navigation drawer. The All accounts view is displayed.
Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated.
Expand the Vault Settings section. The list of vaults to which the account belongs is displayed.
Hover the vault you want to remove. The Remove () button is displayed.
IMPORTANT: All accounts must have at least one vault assigned, either local or cloud. If you only have one vault in the account, the Remove button is not displayed.
Click the Remove button. The Remove account from vault? dialog box is displayed.
Click the Remove from vault button. The dialog box closes, a success message box is displayed, and the vault is removed from your account.
Now you are done.