The workflows or tasks you can scout are the following:
IMPORTANT: You must use a Chrome-based browser to install and use Scout. Refer to the following articles for more information:
Log in to your account
Quick tips
Start scouting on the app’s login page
Scout the SSO login flow, if using it
Capture a clean credential entry (user + password + code)
Show successful and failed login states
Switch user session on Chrome for edge cases
End with a fresh logout to reset the state
Must‑do checklist
Scout the correct login flow
Include the IdP login or starting point, if using SSO
Scout an incorrect login flow with bad credentials
Scout all error messages
Scout MFA or CAPTCHA prompts
Include all error messages displayed
Scout a login from a secondary Chrome session
Scout a logout flow
Update your account's password
Quick tips
Start scouting on the first post‑login page
Show the navigation to the account security settings
Capture success and error messages
Keep the old password field visible
End with the confirmation message
Must‑do checklist
Scout the correct password update
Scout failed attempts with the wrong and old password
Capture success and error messages, toasts, and other elements
Show the login flow with the updated password
Reset your account’s password
IMPORTANT: This workflow has significant limitations and is not generally recommended. For exceptional cases, consult with the Cerby support team at support@cerby.com. |
Quick tips
Start scouting on the app’s login page
Use the "Forgot password" option
Type your recovery method (email or phone)
Send the recovery message
Capture success and error messages
End with the confirmation message
Must‑do checklist
Capture the steps to find the "Forgot password" option
Scout the process after clicking the recovery message link
Email the
.emlfile from the email at support@cerby.com, if receivedReset the password
Log in again to the app
Turn on MFA
Quick tips
Start scouting on the first post‑login page
Show the navigation to the MFA settings
Scout the email received to turn on MFA, if received
Scout the token or secret key setup
Scout the backup codes if offered
Must‑do checklist
Scout the correct setup with an authenticator app
Show the setup via a secret key, selecting “can’t scan QR code.”
Email the
.emlfile or SMS received at support@cerby.com, if receivedCapture the success message
Show backup codes, if any, and how to save them
Turn off MFA
Quick tips
Start scouting on the first post‑login page
Show the navigation to the MFA settings
Scout the process to turn off MFA
End with showing the confirmation message
Must‑do checklist
Scout the identity verification process if the app requires it
Email the .eml file from the email or SMS received at support@cerby.com, if received
Capture the success message
Log in to the app without MFA
Check for updates
Quick tips
Start scouting on the first post‑login page
Show the selection of your workspace in the app when available
Show the navigation to the users' table
Scroll through roles, assets, and user states
Search for active, invited, and nonexistent users
Show pagination to the last page
End with opening and showing at least one drawer with both user and asset details
Must‑do checklist
Scout all role and asset drop-down menus
Scout all available roles for the app
Navigate through the different user tables when available
Show details of active and inactive users
Show all user search states, such as no results and partial matches
Navigate through a couple of result pages to the last page
Invite a user
Quick tips
Start scouting on the first post‑login page
Show the navigation to the users' table
Use a testing user’s email for invites
Scout all role and asset drop-down menus in the invite dialog box
Resend an invite to all pending users
Scout the reactivation of users when available
End with accepting the invite as the end user
Must‑do checklist
Scout initial invite with role and asset drop-down menus
Attempt to invite a user with missing required fields (show error message)
Invite an existing user
Invite a pending user who has not accepted the invitation yet
Scout the flow of resending a user invite
Show the flow of resending a user invite
Accept the user invite and show the success message
Navigate through a couple of result pages if the user's table is long
Update a user’s role
Quick tips
Start scouting on the first post‑login page
Show the navigation to the user's table
Open the user details page
Scout all role drop-down menus and custom role paths
Show multi‑role selections and any restrictions
Scout the assignment of roles for onboarded and pending users
End with a success message with the new role visible
Must‑do checklist
Scout all role selector interactions
Scout the flow of creating a custom role, if available
Save and confirm the new role
Capture the success message
Remove a user
Quick tips
Start scouting on the first post‑login page
Show the navigation to the users' table
Show the deactivation of users when available
Remove both active and pending users
Capture confirmation and success messages
End with showing the removed state
Must‑do checklist
Scout the removal of an active user
Scout the removal of a user with a pending invite
Capture the confirmation dialog box
Show the success message in the table
Scout asset‑specific removal when available
Scout the flow of removing access to an asset, if available
Scout a search for a nonexistent user (shows “No results” message)