LogoLogo
search
⌘Ctrlk
CerbyDeveloper PortalSupport
  • Home
  • Getting started
  • Setup and admin
  • Developer tools
  • Tips and troubleshooting
  • Updates and releases
LogoLogo
  • Cerby web app
    • Log in to the Cerby web app
    • Set up trusted sessions on your devices
    • Managing your accounts
      • Add an account
      • Edit the account details
      • Add and manage custom fields for your accounts
      • Save and manage account notes
      • Manage local vault assignments for an account
      • Set up and associate a Cerby-managed email address for your account
      • Set up and associate a Cerby-managed phone number for your account
      • Forward a message from your Cerby inbox
      • View the messages sent to a Cerby-managed email address or phone number
      • Transfer your active session
      • Delete an active session
      • Restore a deleted account
      • Delete an account
    • Protecting your accounts
    • Accessing your accounts
    • Managing access to your accounts
    • Extending your accounts to Okta
    • Monitor events in the Activity page
    • Filter events in the Activity view
    • View the details of a nested job in the Automation Log
    • Filter jobs in the Automation Log
    • Join your external app and set up your business hub access
    • Claim access to a business hub and assets
    • Log in to your app
    • Managing your collections
    • Managing access to your collections
    • Managing your subcollections
    • Managing access to your subcollections
    • Migrate from LastPass to Cerby
    • Migrate from 1Password to Cerby
    • Import your items from a CSV file to Cerby
    • Host-guest partnerships
    • Local partners
    • Managing your secrets
    • Managing access to your secrets
    • How to use Teams
    • Invite a guest user to your workspace
    • Join Cerby from a guest user invite
    • Log in to Cerby as a guest user
    • Turn on MFA for your Cerby account
    • Remove guest user access to an item
    • Remove a guest user from your workspace
    • View the vaults to which you have shared access
gitbookPowered by GitBookgitbook
  1. ACCOUNTS

Managing your accounts

Add, edit, and manage your accounts, including custom fields, notes, sessions, and Cerby-managed contact details.

Add an accountchevron-rightEdit the account detailschevron-rightAdd and manage custom fields for your accountschevron-rightSave and manage account noteschevron-rightManage local vault assignments for an accountchevron-rightSet up and associate a Cerby-managed email address for your accountchevron-rightSet up and associate a Cerby-managed phone number for your accountchevron-rightForward a message from your Cerby inboxchevron-rightTransfer your active sessionchevron-rightDelete an active sessionchevron-rightRestore a deleted accountchevron-rightDelete an accountchevron-right

Last updated 20 days ago

Was this helpful?

facebookx-twitterlinkedin

© 2026 Cerby All Rights Reserved

Was this helpful?