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Share a collection
Share a collection

This article describes how to share a collection you own with other workspace members and teams.

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

IMPORTANT: When you share a collection, you grant access to the secrets and accounts inside it. However, when the collection has subcollections, you are also sharing access to all its subcollections and their items, inheriting the permission settings bottom-down.

To share a collection, you must complete the following steps:

  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 Settings icon from the corresponding collection card. A drop-down list is displayed.

  4. Click the Share collection button. The Share access page is displayed.
    โ€‹TIP: You can also share a collection from its settings by selecting the Collection settings option and clicking the Share button inside the collection details page that is displayed.

  5. Enter the name of the workspace members or teams you want to share the collection within the search bar. The members or teams that match the name you entered are displayed on a list automatically.

  6. Select the corresponding option. The member or team is added to the list below.

  7. Repeat steps 5 and 6 as necessary.

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

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

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

  9. Customize the message to send when you share the collection in the Message field.

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

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