Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Secret and secret item Owners
Supported using the Cerby web app and mobile app
IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.
As a secret or secret item (such as WiFi, SSH keys, database, server, and custom item) Owner, you can share your items with other workspace members and teams using the following Cerby client apps:
The following sections describe the sharing process using each client app.
Cerby web app
To share a secret or secret item, you must complete the following steps using the Cerby web app:
Log in to your corresponding Cerby workspace.
Select the Secrets option from the left navigation drawer. The Secrets view is displayed.
Click the Share secret (
) icon of the corresponding secret card. A drop-down list is displayed.
Select the Share item option. Depending on whether you have an identity challenge configured, one of the following scenarios occurs:
The Confirm your identity to continue dialog box is displayed. To confirm your identity, use one of Cerby's multi-factor authentication methods.
The Share secret dialog box is displayed when you don’t have an identity challenge configured.
Enter the name of the member or team in the search bar. The members or teams that match the name are displayed on a list automatically.
Select the corresponding member or team from the list. The member or team is displayed in the Members and Teams section.
Repeat steps 5 and 6 as necessary to select multiple members or teams.
Select the corresponding role on the secret from the Role drop-down list:
Owner: They can share access, edit, add attachments, and manage the secret settings.
Collaborator: They can only view the secret and download the attachments.
NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section. You can only select the Collaborator role for them.
Customize the message to send when you share the collection in the Message field.
Click the Share button. The dialog box closes, and a success message box is displayed.
Now you are done.
Cerby mobile app
To share a secret or secret item, you must complete the following steps using the Cerby mobile app:
Open the Cerby mobile app.
Log in to your Cerby workspace.
Activate the Secrets tab located at the top of the screen. All your saved and shared secrets and secret items are displayed.
Tap the corresponding secret card. The secret details screen is displayed.
NOTE: If you have an identity challenge configured, the Cerby mobile app confirms your identity automatically.
Tap the Share (
) icon on iOS located at the top right of the screen. The Share item screen is displayed.
Enter the name of the member or team in the search bar. The members or teams that match the name are displayed on a list automatically.
Select the corresponding member or team from the list. The member or team is displayed in the Members and Teams section.
Repeat steps 6 and 7 as necessary to select multiple members or teams.
Select the role to assign to the members and teams from the drop-down list:
Owner: Members and team can share access, edit, add attachments, and manage the secret settings.
Collaborator: Members and teams can only view the secret and download the attachments.
NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section, and you can only select the Collaborator role for them.
Customize the message to send when you share the collection in the Message field.
Tap the Share item button on Android or the Share button on iOS. The screen closes, and the users with shared access are displayed in the Members section of the secret details screen.
Now you are done.
Share a secret or secret item with external users via a link
To share access to a secret or secret item with external users via a link, follow the instructions in the article How to share items with external users via a link.