Set up and associate a Cerby-managed phone number for your account

This article describes how to set up and associate a Cerby-managed phone number for your account using the Cerby mobile app.

Who can use this feature?

• Workspace Owners, Super Admins, Admins, and Users

• Account Owners

• Supported using the Cerby web app and Cerby mobile app

As an account Owner, you can set up and associate a Cerby-managed phone number for your account using your Cerby mobile app. With a Cerby-managed phone number, all SMS messages are routed to your dedicated in-platform Shared Inbox in Cerby.

When used as a multi-factor authentication (MFA) verification method, Cerby retrieves the verification codes sent via SMS to the Cerby-managed phone number used to log in to your accounts. These codes are shared with all users who have access to your account, enabling automated logins.

Set up and associate a Cerby-managed phone number for your account

To set up and associate a Cerby-managed phone number for your account, complete the following main steps:

1. Create the Cerby-managed phone number

2. Associate the Cerby-managed phone number with your account

The following sections describe each main step.

1. Create the Cerby-managed phone number

To create the Cerby-managed phone number, complete the following steps using the Cerby mobile app:

1. Open your Cerby mobile app.

2. Log in to your Cerby workspace.

3. Tap the corresponding account card. The Account details screen is displayed.

4. Tap the Create a Cerby-managed phone number option in the Phone field. The Cerby-generated phone number screen is displayed.

   NOTE: Depending on the app requirements and settings, some apps may not support Cerby-managed phone numbers. The Create phone number button is not displayed in these cases.

5. Tap the Copy option to copy the generated phone number.

6. Tap the Create Phone Number button. The new Cerby-managed phone number is displayed in the Phone field.

IMPORTANT: Make sure you associate the Cerby-managed phone number with your account. If you don't do it, Cerby cannot retrieve verification codes and streamline your login.

The next step is 2. Associate the Cerby-managed phone number with your account, which you must complete in your app or service provider.

2. Associate the Cerby-managed phone number with your account

To associate the Cerby-managed phone number with your account, complete the following steps in your app:

1. Log in to your account using the app or service provider.

2. Navigate to the account settings.

3. Associate the Cerby-managed phone number with your account by pasting the number you copied previously and saving the changes.

4. Verify the new phone number, if prompted.

NOTE: Usually, you must enter a verification code to complete the association process. To retrieve the code, look for the SMS received in the Shared Inbox or account inbox. For instructions, read the article View the messages sent to a Cerby-managed email address or phone number.

Now you are done.