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Add a custom item
Add a custom item

This article describes how to add a custom item to your Cerby workspace.

Cerby Team avatar
Written by Cerby Team
Updated over 10 months ago

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Available to the Cerby Automate and Cerby Protect products. Cerby Protect users must have already set up their trusted devices

  • Only supported using the Cerby web app

You can add a custom item and attachments to Cerby in the following two ways:

The following sections describe each way.

Add a custom item manually

To add a custom item and, optionally, a file attachment, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Secrets option from the left navigation drawer. The Secrets view is displayed.

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

  4. Select the Custom item option from the list. The Add Custom item dialog box is displayed.

  5. Enter the information in the corresponding fields:

    • Item label in Cerby: It is the name of the custom item that is always displayed on the secret card.

    • Add a custom field and enter the information by performing the following actions:

      1. Click the Add custom field button. The Add other detail dialog box is displayed.

      2. Select the corresponding option from the Field Type drop-down list:

        • Password

        • Text Only

        • URL field

      3. Enter a name for the custom field in the Field name field.

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

      5. Enter the information in the new custom field.

    • Notes: It is a space for additional information or personalized notes related to the database.

  6. Add an attachment optionally by performing the following actions:

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

    2. Select the file you want to add as an attachment to the secret. For more information on the size limits and supported file formats, read the Specifications section.

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

    4. Repeat steps a to c as necessary.

  7. Select a vault where you want to save the secret from the Vault drop-down list.

    NOTE: If you only have one vault, the Vault drop-down list is not displayed.

  8. Click the Add Secret button. The dialog box closes, and the secret details page is displayed.

Now you are done. You can start sharing your server items securely.

Import custom items from LastPass

To import custom items from your password manager, including their file attachments, follow the instructions in the article How to use the Password Manager Importer.

After importing your custom items, you can start managing access to them securely.

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