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Forward a message from your Cerby inbox

This article describes how to forward a message sent to the Cerby-managed email address created and set up for your accounts.

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

With Cerby, all users within a workspace, regardless of their role, have a secure and centralized way to store and view messages sent to the Cerby-managed email addresses they create and set up for their accounts.

The Cerby inbox is a feature that enables you to perform some of the automated tasks to log in to your accounts when a Cerby-managed email address is configured as a verification method for multi-factor authentication (MFA).

However, in some cases, you or your colleagues may need to take action on the messages. For example, when you are asked to verify a login attempt or want to reply to the sender. In this scenario, you can forward the message to yourself or your colleagues, and only to an email address linked to a Cerby account.

IMPORTANT: SMS forwarding is limited to email messages in the Cerby inbox.

Requirements

The following are the requirements to forward a message from your Cerby inbox:

  • An account added to Cerby

  • A Cerby-managed email address created and set up for your account

Forward a message

To forward a message from your Cerby inbox, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace.

  2. Open the Forward Message dialog box. You have two options to perform this action:

    • From the Inbox tab of the account details page:

      1. Click the Settings icon of the corresponding account card. The account settings page is displayed with the Settings tab activated.

      2. Activate the Inbox tab.

      3. Click the More options icon of the corresponding message. A drop-down list is displayed.

      4. Select the Forward option. The Forward Message dialog box is displayed.

    • From the Shared Inbox:

      1. Click the Shared Inbox icon located at the top right of the Cerby dashboard. The Shared Inbox page is displayed with a table of messages.

      2. Click the More options icon of the corresponding message. A drop-down list is displayed.

      3. Select the Forward Message option. The Forward Message dialog box is displayed.

  3. Select the corresponding option from the Forward to drop-down list:

    • Me: It sends the message to the corporate email address registered in your Cerby account.

    • All account collaborators: It sends the message to all users in Cerby with the Account Collaborator role on the app account.

    • All account owners: It sends the message to all users in Cerby with the Account Owner role on the app account.

    • Selected distribution list: It sends the message to a distribution list already created.

    • Selected users: It sends the message to one or multiple users you select.

      NOTE: For the Selected distribution list and Selected users options, a search bar is displayed to search for distribution lists and users, respectively.

  4. Click the Forward Message button. The dialog box closes, and a success message box is displayed, with the message sent to the email address of the selected recipient.

Now you are done.

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