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.

Who can use this feature?

• Workspace Owners, Super Admins, Admins, and Users

• Account Owners

• Only supported using the Cerby web app

As an account Owner, you can set up and associate a Cerby-managed phone number for your account. This contact detail in your account settings is central to how Cerby secures and streamlines access to your apps.

With a Cerby-managed phone number, all SMS messages are routed to your dedicated in-platform Shared Inbox, providing a centralized and private channel for all digital communications related to your account.

When used as a multi-factor authentication (MFA) verification method, Cerby retrieves the verification codes sent via SMS to the Cerby-managed phone number and enters the codes to perform automated logins for you. These codes are shared with all users who have access to your account, enabling automated logins for them as well. For more information, read the article Turn on MFA with a Cerby-managed phone number for your account.

IMPORTANT: Depending on what the app supports, Cerby provides VoIP or non-VoIP phone numbers based in the US (using the +1 country code) for your accounts. Additionally, some apps may not support Cerby-managed email addresses.

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Requirements

The following are the requirements to set up and associate a Cerby-managed phone number for your account:

• A Cerby workspace

• A Cerby user account with the workspace Owner, Super Admin, Admin, or User role

• An account in an app or service provider

• An account added to Cerby to which you have the Owner role

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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, you must 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, you must complete the following steps using the Cerby web app:

1. Log in to your Cerby workspace.

2. Click the corresponding account card. The account details page is displayed.

3. Click the Create phone number button that appears when hovering over the Phone Number Linked to Account field. The Cerby-generated Phone Number dialog box is displayed. NOTE: Depending on the app requirements and settings, some apps may not support Cerby-managed email addresses; the Create phone number button is not displayed in these cases.

4. Click the Copy icon to copy the phone number.

5. Select the I will add the phone number to account setting option.

6. Click the Create Phone Number button. The dialog box closes, and the Cerby-managed phone number is displayed in the Phone Number Linked to Account field.

The next step is 2. Associate the Cerby-managed phone number with your account.

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

To associate the Cerby-managed phone number with your account, you must 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.

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.

Now you are done.