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
IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.
To share a secret or secret item, you must complete the following steps using the Cerby mobile app:
Open the Cerby mobile app.
Log in to your Cerby workspace.
Activate the Secrets tab located at the top of the screen. All your saved and shared secrets and secret items are displayed.
Tap the corresponding secret card. The secret details screen is displayed.
NOTE: If you have an identity challenge configured, the Cerby mobile app confirms your identity automatically.Tap the Share (
) icon on Android or the Share (
) icon on iOS located at the top right of the screen.
The Share item screen is displayed on Android.
The Share secret screen is displayed on iOS.
Enter the member or team's name in the search bar. The members or teams that match the name are displayed on a list automatically.
Select the corresponding member or team from the list. The member or team is displayed in the Members and Teams section.
Repeat steps 6 and 7 as necessary to select multiple members or teams.
Select the role to assign to the members and teams from the drop-down list:
Owner: Members and team can share access, edit, add attachments, and manage the secret settings.
Collaborator: Members and teams can only view the secret and download the attachments.
NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section, and you can only select the Collaborator role for them.
Customize the message to send when you share the collection in the Message field.
Tap the Share item button on Android or the Share button on iOS. The screen closes, and the users with shared access are displayed in the Members section of the secret details screen.
Now you are done.