Cerby automates the connection between your Cerby business hub and YouTube Brand Account. With this connection, you can import your user data, such as roles, permissions, and members, to centrally and securely manage access from Cerby.
A business hub integration for channels managed under a Google Brand Account enables each member to have their own Google identity and access the channel through Brand Account delegation. Cerby imports members, matches them to their corporate identities, and manages access from its central interface.
Matched users are prompted in the Cerby dashboard to connect their Google login credentials (either a Google account or an SSO account) to their YouTube Brand Account profiles in Cerby. After connecting them, you can manage and secure their access to your YouTube Brand Account and update their roles, all from a single interface. External collaborators without a Cerby account are displayed as unmatched users. For these users, you can perform the following actions:
Match and invite users to join your channel through the YouTube Brand Account through Cerby
Remove unmatched users
Exempt unmatched users to keep their user account active in the YouTube Brand Account; however, you cannot manage them through Cerby
This article describes how to add a YouTube Brand Account integration and import its users to Cerby.
Requirements
The following are the requirements to add your business hub for a YouTube Brand Account:
A Cerby workspace
A Cerby account
A service account with the following characteristics:
It must belong to an active member of the YouTube Brand Account with Owner permissions
It must be associated with an active account in YouTube Brand Accounts
It must have multi-factor authentication (MFA) enabled, enabling authenticator apps such as Google Authenticator or Phone MFA. Then, it must be configured to use Cerby as the authentication app by following the instructions in the [Video] How to turn on MFA manually for your accounts article
It must be an account dedicated to connecting the integration, not associated with a specific user
It can be authenticated with a username and password or managed by an Identity Provider (IdP)
The Brand Account ID, which you can find in the URL when viewing the Brand Account page
IMPORTANT:
If you plan to migrate from a YouTube Brand Account to YouTube Studio, complete the migration first before setting up the YouTube Studio Business Hub integration. See the migration steps in the article Connect a business hub for YouTube Studio.
Brand Accounts only enable one service account with Owner permissions; ensure the service account is active before connecting.
Connect a business hub for a YouTube Brand Account
To connect a business hub for a YouTube Brand Account and import your members to Cerby, you must complete the following main steps:
The following sections describe each main step.
1. Add a business hub and connect it to your YouTube Brand Account
To add a Cerby business hub and connect it to your YouTube Brand Account, 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: You can 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 the YouTube Brand Account Hub option from the app catalog. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
Label in Cerby: The name to assign to your business hub in Cerby, displayed on the business hub card.
Business ID: The Brand Account ID from your Brand Account page.
User management and login method: How your users log in to the app and whether they must save their credentials in Cerby. You must select one of the following methods:
Single sign-on (SSO): Access is managed by your IdP, and users log in with SSO authentication. They are not asked to save their credentials in Cerby.
Username and password: Cerby manages account security and access, and users log in with their credentials after saving them in Cerby.
Click the Next button. The Select automation account page displays a list of existing Google and YouTube 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 a service account for your business hub. You may need to add the account first and then add the business hub.Click the Add account button. The wizard closes, and a success message box is displayed. The corresponding YouTube Brand Account integration is also displayed on the Business Hub view.
The next step is 2. Check for updates and import users and roles to Cerby.
2. Check for updates and import users and roles to Cerby
To check for updates in the YouTube Brand Account to identify and import users and roles 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 YouTube Brand Account card. The app details page is displayed with the Settings tab activated.
Click the Check for updates button located at the top-right section of the page. A message box displays 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 accounts. When the process is complete, a success message box is displayed.
Activate the Members tab to review the list of imported users in the following two tabs of the User Overview section:
The Onboarded users tab displays the users matched to their Cerby account. Cerby automatically sends them an invite to join the app.
The Unmatched users tab displays users who weren't automatically matched because they use an email address that couldn’t be identified or isn't in the corporate directory.
NOTE: After adding the YouTube Brand Account integration, Cerby automatically runs daily checks for updates; you can also run them manually. When a user is deprovisioned from the IdP, and a check for updates is performed, Cerby generates a report and sends you an email confirming their removal from Cerby. Follow the instructions in the article Check for updates in your app and apply report to apply the report, and remove deprovisioned users.
The next step is 3. Manage unmatched users, which you must complete from the Cerby dashboard.
3. Manage unmatched users
After a check for updates, Cerby automatically matches users to their corresponding Cerby accounts. Users who couldn’t be identified during the check or who are not in the corporate directory are categorized as unmatched. For these users, you can perform one of the following three actions:
These actions are performed from the Unmatched Users tab of the User Overview section inside the app details page.
IMPORTANT: The actions you perform for unmatched users propagate to the corresponding roles and permissions on assets. |
Match and invite users
To match and invite users to join your YouTube Brand Account through Cerby, you must perform 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 YouTube Brand Account card. A drop-down list is displayed.
Select the View Members option from the list. The details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
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 in the Match with search bar. A list of users that match your search is displayed.
Select the corresponding option from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the corresponding role of the user from the Role drop-down list:
Owner: This role enables sharing access and managing the YouTube Brand Account.
Collaborator: This role enables only logging in to the YouTube Brand Account.
Click the Match user button. The dialog box closes, a success message box is displayed, and the user is moved to the Onboarded users tab.
Remove unmatched users
To remove unmatched users, you must perform the following steps:
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the More options icon on the YouTube Brand Account 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 and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
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 YouTube Brand Account.
Exempt unmatched users
Exempted users keep their user accounts active for your YouTube Brand Account, but you cannot manage them through Cerby. To exempt unmatched users, you must perform the following steps:
Select the Business Hubs option from the left navigation drawer. The Business Hubs view is displayed.
Click the More options icon on the YouTube Brand Account card. A drop-down list is displayed.
Select the View Members option from the list. The app details page is displayed with the Members tab activated and a table of users in the User Overview section.
Activate the Unmatched users tab from the User Overview section.
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.
Now you are done. You can start managing and securing access to your YouTube Brand Account from Cerby.
The following are the supported features of the YouTube Brand Account app integration you can use: