Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Collection Owners
Supported using the Cerby web app and mobile app. For the web app instructions, read the article Share a collection
As a collection Owner, you can share a collection with other workspace members and teams and select the role to assign to them on the collection. With this action, you extend access to all the items within the collection.
To share a collection, you must complete the following steps using the Cerby mobile app:
Open the Cerby mobile app on your mobile phone.
Log in to your Cerby workspace.
Activate the Collections tab located at the top of the screen.
Tap the corresponding collection card. A screen is displayed listing all the items and subcollections within the collection.
Tap the Share (
) icon located at the top right of the screen. The Share Collection screen is displayed.
TIP: You can also share a collection from its details screen by tapping the Settings (
) icon and then, the Share (
) icon.
Enter the name of the member or team 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 listed in the Members and Teams section.
Repeat steps 6 and 7 as necessary.
Select the role to assign to the members and teams from the drop-down menu:
Owner: Members and teams can share access to the collection, manage the item settings, and perform the actions of a Collaborator.
Collaborator: Members and teams can only log in to the accounts, view the secrets, and download the secret attachments.
NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section. You can only select the Collaborator role for them.
(Optional) Customize the message to send when you share the collection in the Message field.
Click the Share or Share item button. The wizard closes, and a success message box is displayed.
Now you are done.