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Edit a secret

This article describes how to edit a secret added to Cerby.

Cerby Team avatar
Written by Cerby Team
Updated yesterday

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Secret Owners

  • 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 secret Owner, you can edit a secret added to your Cerby workspace. The process is different depending on the Cerby client app you use:

The following sections describe each process.

Cerby web app

To edit a secret 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 Settings () icon of the corresponding secret card. The secret details page is displayed with the Settings tab activated.
    ​NOTE: If an identity challenge is configured, the Confirm your identity to continue dialog box is displayed. To confirm your identity, use one of Cerby's multi-factor authentication methods.

  4. Click the Edit () icon of the corresponding field to make it editable.

  5. Enter the new value in the field.

    For temporary secrets, you can select a new expiration time from the Expires in 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.

  6. Click the Done () icon to save the changes. A success message box is displayed.

  7. Repeat steps 4 to 6 as necessary.

  8. (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.

  9. (Optional) Turn on the identity challenge for the secret by activating the Request users to confirm their identity to view the secret switch in the Settings section.

Now you are done.

Cerby mobile app

To edit a secret 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. Activate the Secrets tab.

  4. Select the corresponding secret from the list. The secret details screen is displayed.

  5. Tap the More options () icon at the top right of the screen. A drop-down menu is displayed.

  6. Select the Edit option from the menu. The Edit secret screen is displayed.

  7. Enter the new 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.

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

    1. Tap 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. Repeat steps a and b as necessary.

  9. Tap the Save item button. A message box is displayed, and the Edit screen closes.

Now you are done.

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