Update a team’s role in a collection

This article describes how to update a team’s role in a collection.

Who can use this feature?

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

• Collection Owners

• Supported using the Cerby web app and mobile app. For the mobile app instructions, read the article Update a team’s role on a collection using the Cerby mobile app

As a collection Owner , you can update a team’s role in a collection. This action also updates team members' roles for the items in the collection.

To update a team’s role in a collection, you must complete the following steps:

1. Log in to your Cerby workspace.

2. Select the Collections option from the left menu. The Collections page is displayed.

3. Click the Settings () icon of the corresponding collection card. The collection details page is displayed with the General tab activated.

4. Activate the Teams tab. The Teams table is displayed with the list of teams that have shared access to the collection.

5. Select the option from the Cerby role drop-down menu that corresponds to the new role for the team:

   • Owner: Team members can share access to the collection, manage the item settings, and perform the actions of a Collaborator.

   • Collaborator: Team members can only log in to accounts, view secrets, and download the secret attachments.

A success message box is displayed.

You are done.