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How to add and manage custom fields for your accounts
How to add and manage custom fields for your accounts

This article describes how to add custom fields to your accounts to save specific categorized information.

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

With Cerby, you can add and save customized account information fields.

The Custom Fields feature enables you to create multiple text-based information fields for your accounts and assign them a category name. The following three types of fields are available:

  • URL link

  • Short text

  • Long text

With these options, Cerby helps you manage accounts with specific information according to your needs. The custom fields are visible to other users with shared access to an account.

IMPORTANT: Cerby supports up to 140 custom fields added to an individual account.

You can use the Custom Fields feature to save information like the following:

  • Links for publicly visible accounts

  • References to VPN access requirements

  • Offline account credentials

Only users with the Account Owner role on an account can add and manage a custom field, and both Account Owners and Account Collaborators can view the custom fields of a shared account.

The Custom Fields feature is available for any account and user within a Cerby workspace. These fields are accessible through the account details page using the Cerby web app.

This article describes how to add and manage custom fields for your accounts.

Add a custom field

Only users with the Account Owner role on an account can add a custom field, and Cerby supports up to 140 custom fields added to an individual account.

To add a custom field, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

  2. Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated, as shown in Figure 1.

    Screenshot of the account details page, where you can manage your account and add custom fields to save specific and categorized information.

    Figure 1. Account details page

  3. Click the Add custom field button located in the More details section. The Add custom field dialog box is displayed.

  4. Select the corresponding option from the Field type drop-down list:

    • URL link

    • Short text

    • Long text

  5. Enter a name in the Field name field.

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

  7. Enter the information in the new field.

  8. Click the Done icon to save the information. A success message box is displayed.

    NOTE: You can click the Cancel icon to discard the new custom field.

Edit the content of a custom field

Only users with the Account Owner role on an account can edit the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

  2. Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated.

  3. Click the Edit icon of the corresponding custom field in the More details section to make it editable.

  4. Enter the information.

  5. Click the Done icon to save the information. A success message box is displayed.

    NOTE: You can discard the changes to the custom field by performing the following actions:

    1. Click the Cancel icon. The Discard your changes? dialog box is displayed.

    2. Click the Yes, discard changes button. The dialog box closes, and the changes are discarded.

View the content of a custom field

Users with the Account Owner or Account Collaborator role on an account can view the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

  2. Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated and custom fields in the More details section.

    NOTE: If you have the Account Collaborator role on the account, you must perform the following actions to access the account details page:

    1. Click the More options icon of the corresponding account card. A drop-down list is displayed.

    2. Select the Account details option. The account details page is displayed with the custom fields in the More details section.

Copy the content of a custom field

Users with the Account Owner or Account Collaborator role on an account can copy the content of a custom field. To do so, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

  2. Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated and custom fields in the More details section.

    NOTE: If you have the Account Collaborator role on the account, you must perform the following actions to access the account details page:

    1. Click the More options icon of the corresponding account card. A drop-down list is displayed.

    2. Select the Account details option. The account details page is displayed with the custom fields in the More details section.

  3. Click the Copy icon of the corresponding custom field. The content is copied to the clipboard.

Rename a custom field

Only users with the Account Owner role on an account can rename a custom field. To do so, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

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

  3. Select the Rename field option. The Rename field dialog box is displayed.

  4. Enter a new name in the Field name field.

  5. Click the Rename field button. The dialog box closes, a success message box is displayed, and the custom field name is updated.

Delete a custom field

Only users with the Account Owner role on an account can delete a custom field. To do so, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace. The All accounts view is displayed.

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

  3. Select the Delete field option. The Delete this field? dialog box is displayed.

  4. Click the Yes, delete this field button. The dialog box closes, a success message box is displayed, and the custom field is deleted.

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