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Best practices when onboarding social media accounts to Cerby

This article describes the recommended steps when onboarding new social media accounts.

Cerby Team avatar
Written by Cerby Team
Updated over a week ago

With Cerby, you can save and secure the accounts for all your apps. However, social media platforms, such as Instagram, Reddit, X, TikTok, Snapchat, and Pinterest, present unique challenges because they often implement stricter rules when users update their account settings.

This article contains the best practices for adding and securing your social media accounts with Cerby. By following our recommended steps, you can ensure a smooth onboarding experience.

The following are the main sections of the onboarding process:

Each section is described in detail below.

Requirements

The following are the recommended requirements to fulfill before adding and securing your social media accounts with Cerby:

  • Ensure you have access to the login credentials (username and password), email associated with the account, and the multi-factor authenticator (MFA) method, if applicable.

  • Prepare the list of email addresses from authorized internal users who require native access to your accounts.

  • Prepare the list of email addresses from authorized external users (agencies and third parties) who require native access to your accounts.

  • Verify that you can access your Cerby workspace at https://<workspace-name>.cerby.com​.

  • Install the Cerby browser extension on your web browser for an optimal user experience:

  • Install the Cerby mobile app according to your operating system:

  • Ensure you are logged in to the respective accounts on the day of the onboarding.

For more information, refer to the Cerby Help Center Accounts collection.

Recommended timeline to onboard social media accounts

The following is the recommended timeline for the social media account onboarding in Cerby:

  • Day 1

    1. Add the account with the current username and password to Cerby.

  • Day 2

    1. Set up Cerby to back up MFA codes and use Cerby as an authenticator app.

    2. Back up the MFA recovery codes in Cerby

  • Day 4

    1. Create a Cerby-managed email and associate it with your account.

  • Day 6

    1. Create a Cerby-managed phone and associate it with your account.

  • Day 8

    1. Rotate the password using Cerby’s automated task.

Important considerations while onboarding apps

The following are important considerations while onboarding social media accounts in Cerby:

  • Perform any account configuration with the device you regularly use to log in.

  • Turn off MFA entirely on your account before turning it on with Cerby as an authenticator app.

  • Log in to your account from Cerby to verify that your password was correctly saved. You’d be surprised how easy it is to introduce an extra space when copying and pasting.

  • Some platforms might restrict you from making multiple changes to an account configuration in a short time. Don’t worry; restrictions are temporary, and you will regain access to your account configuration in a few days.

  • Beware of potential account restrictions due to the location of new logins

  • Whenever supported, turn on MFA with Cerby as an authenticator app. Avoid using SMS or email for MFA unless they are the only available method; in such a case, use a Cerby-managed phone number or email address.

  • When logging in automatically to an account from Cerby, don’t move your mouse or click anything else on your web browser until you are logged in. Interfering with the automation or navigating to another tab causes the login process to fail.

  • Pay attention to the in-context alerts in the top-right corner of the screen. If the automated login encounters an error, you can get helpful information from these alerts.

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