Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Supported using the Cerby web app and mobile app
Available to the Credential Management product
IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.
As a user with any workspace role, except the Login-Only and Guest User roles, you can add secrets and attachments to Cerby in the following two ways:
The following sections describe each way.
Add a secret manually
The process to add a secret manually is different depending on the Cerby client app you use:
The following sections describe each process.
Cerby web app
To add a secret and a file attachment manually using the Cerby web app, you must complete the following steps:
Log in to your Cerby workspace.
Select the Secrets option from the left menu. The Secrets page is displayed.
Click the Add secret button. A drop-down menu is displayed.
Select the Secret option from the menu. The Add Secret dialog box is displayed.
Enter the information in the corresponding fields:
Secret label in Cerby: It is the name of the secret that is always displayed on the secret card.
Notes: It is the body of the secret that only users with shared access can view. You can enter up to 45,000 characters.
(Optional) Add an attachment by completing the following steps:
Click the Add attachment button. A file dialog box is displayed.
Select the file you want to attach to the secret. For more information on the size limits and supported file formats, read the Attachment and input specifications section.
Click the Open button. The file dialog box closes, and the file is displayed in the Attachments section.
Repeat steps a to c as necessary.
(Optional) Make the secret temporary by completing the following steps:
Select the Set expiration for this secret option. The Expiration time drop-down menu is displayed.
Select the corresponding option from the Expiration time drop-down menu:
1 Day
2 Days
7 Days
14 Days
Custom
IMPORTANT: When selecting the Custom option, a calendar is displayed for you to choose a specific date and click Apply. Your choice in the calendar is limited to one month or 30 days. For more information about temporary secrets, read the article Explore Secrets.
(Optional) Enter the name of a collection to which you want to add the secret in the Collection name.
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.
(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: To add an identity challenge later, activate the Request users to confirm their identity to view the secret switch in the Settings section of the secret details page. For more information, read the article Edit a secret.
Click the Add Secret button. The dialog box closes, and the secret details page is displayed with the Settings tab activated.
Now you are done. You can start managing access to your secrets securely.
Cerby mobile app
To add a secret and a file attachment manually using the Cerby mobile app, you must complete the following steps:
Open the Cerby mobile app on your mobile phone.
Log in to your Cerby workspace.
Tap the Add button from the bottom navigation bar. The Select category screen is displayed with a list of options.
Select the Secret option from the list. The Add Secret screen is displayed in iOS and Create secret in Android.
Enter the information in the corresponding fields:
Enter a secret label: It is the name of the secret that is always displayed on the secret card.
Secret: It is the body of the secret that only users with shared access can view. You can enter up to 45,000 characters.
(Optional) Add an attachment by completing the following steps:
Tap the Add attachment button. A file dialog box is displayed.
Select the file you want to attach to the secret. For more information on the size limits and supported file formats, read the Attachment and input specifications section.
Repeat steps a and b as necessary.
(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: To add an identity challenge later, you can do it via the Cerby web app. For more information, read the article Edit a secret.
(Optional) Enter the name of a collection to which you want to add the secret in the Collection name.
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.
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 secrets securely.
Import secrets from LastPass
To import secure notes from your password manager as secrets in Cerby, including their file attachments, follow the instructions in the How to use the Password Manager Importer article.
After importing your secrets, you can start managing access to them securely.