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Create a collection

This article describes how to create a collection of items, such as accounts, secrets, business hubs, assets, and subcollections.

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

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, Users, and Guest Users

  • Item Owners

  • Only supported using the Cerby web app

  • IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.

As an item Owner, you can create a collection containing one or multiple accounts, secrets, business hub integrations, and assets for sharing them in bulk with other workspace members and teams.

With this action, you become the collection Owner and you extend access to all the items within the collection under the role assigned at the collection level.

In Cerby, you can create a collection in the following two ways:

The following sections describe each way.

Create a collection manually

To create a collection manually, you must complete the following steps using the Cerby web app:

  1. Log in to your Cerby workspace.

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

  3. Click the Create collection button located at the top right. A wizard is displayed on the Create a collection page.

  4. Enter a name for your collection in the Collection name field.
    ​NOTE: This page includes the Create as subcollection option. For more information about subcollections, read the article Explore Subcollections.

  5. Click the Next button. The Add items to your collection page of the wizard is displayed listing the items you own.

  6. Click the Add ()icon of the item you want to add to your collection. The item is added to a list in the Selected items section.

  7. Repeat step 6 as necessary.

  8. Decide whether you want only to create the collection or create it and share it:

    • Create the collection:

      1. Click the Create collection button. The wizard closes, a success message box is displayed, and the new collection is added to the Collections.
        ​NOTE: You can share the collection later with other workspace members and teams by following the instructions in the article Share a collection.

    • Create and share the collection:

      1. Click the Share collection button. The Share access page of the wizard is displayed.

      2. 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.

      3. Select the member or team from the list to add them to the Members and Teams section.

      4. Repeat steps b and c as necessary.

      5. Select the role to assign on the collection to the members and teams from the Access drop-down menu:

        • Owner: Members and teams can share access to the collection, manage the item settings, and perform the actions of a Collaborator.

        • Collaborator: Members and teams can only log in to the accounts, view the secrets, and download the secret attachments.

        NOTE: When you select a user with the Login-only role, they are listed in the Login-Only section. You can only select the Collaborator role for them.

      6. (Optional) Customize the message to send when you share the collection in the Message field.

      7. Click the Share button. The wizard closes, a success message box is displayed, and the new collection is added to the Collections page.

Now you are done.

Import collections from your password manager

If your organization already uses an enterprise password manager (EPM) and you want to migrate your items to Cerby, including your storage structure (folders or vaults), our Password Manager Importer feature is available to facilitate this process.

Currently, our importer supports migrations from LastPass and 1Password. LastPass folders and subfolders become Cerby collections and subcollections, whereas 1Password vaults become collections.

For more information and instructions, read the following articles:

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