Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Only supported using the Cerby web app
As a user with any workspace role in Cerby, except Guest User and Login-Only, you can connect a business hub integration to centrally manage the users of Shippo.
When you connect the business hub, you become its Owner, and you can perform the following user and access management tasks through automated tasks executed by the Cerby bot:
Check for updates
Invite app members
Remove app members
TIP: For more details about the automated tasks of a business hub, how it works, and the supported apps, read the article Explore Apps.
NOTE: The automated task to update app members’ roles is not available for this business hub because Shippo only supports one role and one Account Owner.
This article provides instructions on how to connect a business hub for Shippo. For other app-specific articles and videos, review the Connecting your business hubs collection in the Cerby Help Center.
Requirements
The following are the requirements to connect a business hub:
A Cerby workspace
A Cerby user account with the Owner, Super Admin, Admin, or User role
Groups configured in your identity provider (IdP) if you want to leverage automatic user provisioning and deprovisioning from your apps based on group assignment events. For more information, read the article Manage app members from your IdP
An automation account, meaning an active user account with the Account Owner role in Shippo to be used as a service account. This account must have a Cerby-managed email address associated. For instructions and recommendations on how to create and configure this account, read the article Create an automation or service account for your business hub
IMPORTANT: A Cerby-managed email address is required for the automated tasks to work correctly because Shippo performs email validations. This email address must be associated with the user account having the Account Owner role.
Connect a business hub for Shippo
To connect a business hub for Shippo, you must complete the following main steps from the Cerby web app dashboard:
The following sections describe each main step.
1. Add a business hub and connect it to Shippo
To add a business hub and connect it to Shippo, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the Connect Business Hub button located at the top-right corner of the page. The Connect your Business Hubs to Cerby dialog box is displayed.
TIP: Select the Don’t show this again option to skip this step the next time you connect a new business hub.
Click the Get started button. A wizard is displayed on the Select app page.
Select Shippo Hub from the catalog. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
Label in Cerby: It is the name to assign to your business hub in Cerby, and it will be displayed on the business hub card.
Unique Name: It is a unique identifier that differentiates your business hub in Cerby from others for the same app. You can assign an alphanumeric value between 3 and 30 characters without symbols or special characters.
User management and login method: It is the way your users log in to the app and determines if they must save their credentials in Cerby.
Select the Username and password option because account security and access are managed by Cerby, and users log in with their credentials after saving them in Cerby.
Click the Next button. The Select automation account page is displayed with a list of existing Shippo accounts.
Select the automation account you have previously added to Cerby, as described in the Requirements section.
NOTE: If you don’t have an automation account, you are prompted to add it. Make sure you read Cerby’s recommendations on how to configure it in the article Create an automation or service account for your business hub. You may need to add the account first and then add the business hub.
Click the Connect app button. The wizard closes, and a success message box is displayed.
The corresponding business hub is also displayed on the Business Hubs view.
The next step is 2. Check for updates to import users and roles to Cerby.
2. Check for updates to import users and roles to Cerby
To check for updates in your app to identify and import users, roles, and assets to Cerby, you must complete the following steps:
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the Settings icon of the corresponding business hub card. The business hub details page is displayed with the Settings tab activated.
Click the Check for updates button located at the top right of the page. A message box is displayed with information about the process.
NOTE: The check and import process may take a few minutes depending on the number of users, and because Cerby automatically matches users to their corresponding Cerby user account.
Confirm that the automated task to check for updates has the “Completed” status by performing any of the following actions:
Click the More details button from the message box.
Select the Automation option from the left navigation drawer to open the Automation view with a list of automated tasks and their status.
NOTE: Cerby automatically performs daily checks for updates for all business hubs, but you can trigger them manually, as described in this section. When a user is deprovisioned from an IdP and a check for updates is performed, Cerby generates a report and sends business hub Owners an email to confirm their removal from the app. For more instructions, read the article Check for updates in your app and apply report.
The next step is 3. Connect your Shippo user account to the business hub.
3. Connect your Shippo user account to the business hub
To connect your Shippo user account to the business hub so Cerby can manage and protect it, you must complete the following steps:
Select the Accounts option from the left navigation drawer. The Accounts view is displayed.
Click the Log in button of the corresponding Shippo Hub account card. The Connect your Shippo Hub Account dialog box is displayed.
Enter the login credentials of your Shippo user account.
Click the Connect account button. The dialog box closes, and a success message box and a new account card are displayed.
The next step is 4. Manage unmatched users.
4. Manage unmatched users
During a check for updates, Cerby automatically matches app members to the Cerby user accounts that correspond to their email addresses, including existing guest users and local partners. Manual matching is required when apps don't provide email addresses and for app members using personal or external accounts that couldn’t be identified or are not in the corporate directory.
To view the status of the imported app members, you must complete the following steps:
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the More options icon of the corresponding business hub card. A drop-down list is displayed.
Select the View Members option from the list. The business hub details page is displayed with the Members tab activated.
App members are displayed in the following tabs of the User Overview section:Unmatched users: This tab displays the users who were not automatically matched.
Onboarded users: This tab displays the users matched to their Cerby user account.
Guest users: This tab displays the users who were matched to an existing Cerby user account but it doesn’t exist in the corporate directory, such as external collaborators.
For unmatched users, you can perform one of the following actions:
The following sections describe each action.
Match users
To match users, you must complete the following steps from the Unmatched users tab of the business hub details page:
Click the Match user button of the corresponding user. The Match user dialog box is displayed.
Enter the username or email address of the user you want to match and invite in the Match with field. The user is displayed on a list.
Select the user from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the role to assign to the user on the business hub Cerby role drop-down list:
Owner: This role enables sharing access and managing business hub settings in Cerby.
Collaborator: This role enables only logging in to the app from Cerby.
Click the Match user button. The dialog box closes, and a success message box is displayed. The user is moved to the Onboarded users tab.
Remove unmatched users
To remove unmatched users, you must complete the following steps from the Unmatched users tab of the business hub details page:
IMPORTANT: When removing an unmatched user, Cerby performs an automated task to revoke the user’s seat and permissions in Shippo.
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Remove user option from the list. The Remove user? dialog box is displayed.
Click the Remove user button. The dialog box closes, and a success message box is displayed. The user is removed from the app via an automated task.
Exempt unmatched users
Exempted users keep their user accounts or seats active in your app, but you cannot manage them through Cerby.
To exempt unmatched users, you must complete the following steps from the Unmatched users tab of the business hub details page:
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Exempt user option from the list. The exempt user dialog box is displayed.
Enter a reason for exempting the user in the Provide a reason field.
Click the Exempt member button. The dialog box closes, and a success message box is displayed. The user is moved to the Exempted users tab.
Use your business hub
The following are the supported features of business hubs you can use: