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Assign additional vaults to an account
Assign additional vaults to an account

This article describes how to add a vault to an account manually.

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

To enhance security and usability for Account Owners, Admins, and Super Admins and to minimize the risk associated with a leaked vault key, Cerby has enabled the ability to manually add cloud and local vaults to accounts. This capability enhances user flexibility, leveraging the advantages of each vault type. It also allows users to optimize their account management strategies, ensuring security, accessibility, and efficiency tailored to their specific needs and preferences.

By assigning an account to a local encryption vault, the following occurs:

  • You get increased account security by keeping data securely encrypted on the local device.

  • Your accounts adhere to the zero-knowledge principles because only the user has access to the encryption keys on their devices, ensuring that no one else, including Cerby, can access the data.

  • Automation tasks might be limited because of availability and accessibility to the LEKs.

By assigning an account to a cloud vault, the following occurs:

  • You get enhanced automation actions through seamless automated actions such as automatic two-factor authentication (2FA) and password rotation.

  • Cerby gets faster access to encryption keys, allowing it to manage and execute automation tasks efficiently.

IMPORTANT: By adding cloud vaults, the account reduces the degree of security stated by the Zero-knowledge architecture. You are informed of this fact when adding cloud vaults to an account. To learn more about the differences between each vault type, refer to the article, How Cerby protects your data with cloud and local encryption.

This article describes how to add a user vault to an account.

Requirements

The following are the requirements to create a vault:

  • A Cerby account with the Workspace Owner or Workspace Admin role.

  • A trusted session previously set up for the device. For instructions, read the article Set up trusted sessions on your devices.

  • At least one vault assigned to the account.

Assign an additional vault to an account

To add a user vault to an account, you must complete the following steps:

  1. Log in to your Cerby workspace using the Cerby web app.

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

  3. Click the corresponding account. The account details page is displayed with the Settings tab activated.

  4. Scroll down to the Vault Settings section through the account details.

  5. Click the arrow next to the Vault Settings title to expand it. The details of the user vault (s) to which the account is currently assigned are displayed.
    โ€‹NOTE: Among the details, you can see whether the vault is managed locally or in the cloud. To learn more about the differences between each vault type, refer to the article, How Cerby protects your data with cloud and local encryption.

  6. Click the Assign to vault option. The Assign a vault dialog box is displayed.

  7. Click the Select a vault drop-down field to see the list of available vaults.
    โ€‹NOTE: Next to a vault's name, you can see whether it is a local or cloud vault.

  8. Select the vault you want to add to the account.

  9. Click the Next button. The Confirm Vault Assignment dialog box is displayed in which you can see the notice of what happens after you add an extra vault.

  10. Click the Assign to vault button. The dialog box closes, and a success message box is displayed.

Remove a vault from an account

To remove a user vault from an account, you must complete the following steps:

IMPORTANT: All accounts must have at least one vault assigned.

  1. Log in to your Cerby workspace using the Cerby web app.

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

  3. Click the corresponding account. The account details page is displayed with the Settings tab activated.

  4. Scroll down to the Vault Settings section through the account details.

  5. Click the arrow next to the Vault Settings title to expand it. The details of the user vault (s) to which the account is currently assigned are displayed.

  6. Hover the mouse over the vault you want to remove. The Remove icon appears.

  7. Click the Remove icon. The Remove account from vault dialog is displayed.

  8. Click the Remove from vault button. The vault is removed from the account, and a message is displayed.

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