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Update a user’s role on a secret using the Cerby mobile app
Update a user’s role on a secret using the Cerby mobile app

This article describes how to update a user’s role on a secret using the Cerby mobile app.

Cerby Team avatar
Written by Cerby Team
Updated over 3 months ago

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 web app instructions, read the article Update a user's role on a secret or secret item

As a secret or secret item (such as WiFi, SSH keys, database, server, and custom item) Owner, you can update the role of other workspace members on your items using the Cerby mobile app.

To update a user’s role on a secret, you must complete the following steps using the Cerby mobile app:

  1. Open the Cerby mobile app on your phone.

  2. Log in to your Cerby workspace.

  3. Activate the Secrets tab located at the top on iOS or Android. The Secrets screen is displayed.

  4. Tap the corresponding secret card. The secret details screen is displayed.

  5. Tap the right arrow icon from the Members list within the Sharing section. The View members screen is displayed.
    NOTE: To update guest users’ role access from external parties, tap the right arrow from the Guest users list.

  6. Select the corresponding member from the list. A menu is displayed at the bottom.

  7. Tap the Update role button from the menu. The list of roles is displayed.

  8. Select the user’s new role on the secret:

    • Owner: Users can share access and manage the secret configuration.

    • Collaborator: Users can only view the secret or secret item content.

  9. Tap the Save button.

Now you are done.

IMPORTANT: Users who have received shared access to the same secret or secret item multiple times appear with the Mixed role status in the Cerby role column. When clicking the drop-down list, the Share secret dialog box is displayed with each access grant and role. You can only update the role if shared access is via a direct grant to the secret or a collection to which you have the Owner role.

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