Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Account Owners
Supported using the Cerby web app and mobile app. For the mobile app instructions, read the article Edit an account in the Cerby mobile app
As an account Owner, you can edit the account details to ensure they match your app and help Cerby automation run successfully.
To edit the account details, you must complete the following steps:
Log in to your Cerby workspace.
Click the corresponding account card. The account details page is displayed with the General tab activated.
Hover the mouse over the field you want to edit:
Account label in Cerby: It is the name assigned to your account in Cerby.
Login URL: It is the login URL entered manually for self-managed accounts. For managed accounts, this field is not displayed.
Username: It is the username you use to log in to your account.
Current password: It is the password you use to log in to your account.
Email linked to account: It is the email address associated with your account. You can use a Cerby-managed email by following the instructions in the article Set up and associate a Cerby-managed email address for your account.
Phone number linked to account: It is the phone number associated with your account. You can use a Cerby-managed phone number by following the instructions in the article Set up and associate a Cerby-managed phone number for your account.
Custom fields: They are customized information fields added manually. For more information, read the article Add and manage custom fields for your accounts.
Notes: They provide additional information about your account. For more information, read the article Save and manage account notes.
Click the Edit (
) icon of the corresponding field to make it editable.
Enter the new value in the field.
Click the Done (
) icon to save the changes. A success message box is displayed.
Repeat steps 3 to 6 as necessary.
Now you are done.