Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Secret and secret item Owners
Supported using the Cerby web app and mobile app. For the Cerby mobile app instructions, read the article Update a team’s role on a secret using the Cerby mobile app
As a secret or secret item (such as WiFi, SSH keys, database, server, and custom item) Owner, you can update the role of other teams on your items using the Cerby web app. To do so, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Secrets option from the left navigation drawer. The Secrets view is displayed.
Click the Settings (
) icon of the corresponding secret card. The secret details page is displayed with the Settings tab activated.
NOTE: If an identity challenge is configured, the Confirm your identity to continue dialog box is displayed, and a push notification is sent to your Cerby mobile app:
Confirm your identity by tapping the It’s me! button from the Confirmation Request screen of your Cerby mobile app. The Confirm your identity to continue dialog box closes in the Cerby web app, and the secret details page is displayed with the Settings tab activated.
Activate the Teams tab. The Teams section is displayed with a table of teams who have shared access to the secret or secret item.
Select the option from the Cerby role drop-down list that corresponds to the new role on the secret or secret item:
Owner: Teams can share access, edit, add attachments, and manage the secret settings.
Collaborator: Teams can only view the secret and download the attachments.
A success message box is displayed.
Now you are done.