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

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

Who can use this feature?

• WorkspaceOwners , Super Admins , Admins , Users , and Guest Users

• collection Owners

• Supported using the Cerby web app and mobile app.

As a collection Owner , you can update other users' roles on your collections using the Cerby mobile app. You can select the roles of Owner or Collaborator for them.

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

1. Open the Cerby mobile app.

2. Log in to your Cerby workspace.

3. Activate the Collections tab located at the top on iOS or tap the Collections button located at the bottom navigation bar on Android. The Collections screen is displayed.

4. Tap the corresponding collection card. The collection 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 in the collection:

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

   • Collaborator: Users 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, you can only select the Collaborator role for them.

9. Tap the Save button.

Now you are done.