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Add a secret

This article describes how to add a secret to Cerby.

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

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Supported using the Cerby web app and mobile app. For information about how to add a secret in the Cerby mobile app, read the article Add a secret to Cerby in the mobile app

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

To add a secret and a file attachment manually using the Cerby web app, you must complete the following steps:

  1. Log in to your Cerby workspace.

  2. Select the Secrets option from the left menu. The Secrets page is displayed.

  3. Click the Add secret button. A drop-down menu is displayed.

  4. Select the Secret option from the menu. The Add Secret dialog box is displayed.

  5. 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.

  6. (Optional) Add an attachment by completing the following steps:

    1. Click the Add attachment button. A file dialog box is displayed.

    2. 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.

    3. Click the Open button. The file dialog box closes, and the file is displayed in the Attachments section.

    4. Repeat steps a to c as necessary.

  7. (Optional) Make the secret temporary by completing the following steps:

    1. Select the Set expiration for this secret option. The Expiration time drop-down menu is displayed.

    2. 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.

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

  9. 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.

  10. (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.

  11. 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.

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.

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