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Create a collection
Create a collection

This article describes how to create a collection, add items to it, and optionally share it with other workspace members and teams.

Cerby Team avatar
Written by Cerby Team
Updated over 6 months ago

Who can use this feature?

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

  • Account and secret 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.

You can create collections in Cerby in the following three ways:

The following sections describe each way.

Create a collection manually

As an account and secret Owner, you can create a collection in your workspace with one or multiple items.

To create a collection and optionally share it with other workspace members and teams, you must complete the following steps using the Cerby web app:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Collections option from the left navigation drawer. The Collections view 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 is displayed with the list of accounts and secrets you own.

  6. Click the Add (+) icon from the All items section that corresponds to 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.

    TIP: You can filter the list of items by activating the Accounts or Secrets tabs in the All items section. You can also use the search bars to look for specific items both in the All items and Selected items sections.

  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 view.
        ​NOTE: You can share the collection later with other workspace members and teams by following the instructions in the Share a collection article.

    • Create and share the collection:

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

      2. Enter the name of the member or team in the search bar. The users or teams that match the name are displayed on a list automatically.

      3. Select the corresponding user or team from the list. The user or team is listed in the Members and Teams section.

      4. Repeat steps b and c as necessary.

      5. Select the role to assign to the workspace members and teams from the Access drop-down list:

        • Owner: They can share access to the collection and manage the item settings.

        • Collaborator: They 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. 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 view.

Now you are done.

Import folders from LastPass

To import folders and subfolders from your password manager as collections and subcollections in Cerby, follow the instructions in the article How to use the Password Manager Importer.

After importing your folders and subfolders, you can start managing their items and user access to them securely.

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