Cerby leverages a robotic process automation (RPA)-based integration to connect your Pinterest Business Manager to your Cerby workspace. With this connection, you can import your user data, such as assets, roles and permissions, and members, to centrally and securely manage access from Cerby.
For the connection to happen, you must add to Cerby a user account with the Manager role on your Pinterest Business Manager and connect it to an app integration. Cerby will use this account as a service account for automation to access your Pinterest Business Manager, import the user data, and perform access management tasks.
NOTE: Cerby recommends creating a dedicated Pinterest Business user account (not assigned to a specific user) to manage the business center from Cerby. Preferably, set it up with a Cerby-managed email address and phone number.
After importing your users and assets, you gain visibility on who accesses your business center, including partners, and their role level. Users with a Cerby account are automatically matched to their corresponding identity in your corporate directory, which may be managed by an identity provider (IdP), such as Okta or Entra ID (formerly Azure AD).
Matched users are prompted in the Cerby dashboard to connect their Pinterest Business user accounts to Cerby. After connecting their account, by following the instructions in the article Join Pinterest Business Manager and connect user account to Cerby, you can manage and secure their access to your Pinterest Business Manager and its assets and update their role, all from one 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 the app through Cerby
Invite users to your workspace as guest users or local partners, with secure credentials provided and managed by Cerby
Remove unmatched users
Exempt unmatched users to keep their user account active in Pinterest Business; however, you cannot manage them through Cerby
With native partners, you can also gain visibility on the users who access your assets to run ad campaigns on your partner's side. For more information, read the article Connect a Pinterest Business native partner to Cerby.
This article describes how to add a Pinterest Business Center app integration and import its users and assets to Cerby.
For more information about the management tasks you can perform, read the Use Apps section from the article Connect an App.
Requirements
The following are the requirements to connect your Pinterest Business Center app integration to Cerby:
A Cerby account
An active Pinterest Business user account with the Manager role on your Pinterest Business Manager added to Cerby. Cerby uses it as an automation account
The Business Manager ID of your Pinterest Business Manager. To find it, perform the following actions after logging in to your Pinterest Business account:
Click the Business button located at the top left of the page. A drop-down list is displayed.
Select the Business Manager option. The Pinterest Business Dashboard is displayed with the business ID in the Business information section.
Connect a Pinterest Business Center app integration
To add a Pinterest Business Center integration and import its users and assets to Cerby, you must complete the following main steps:
The following sections describe each main step.
1. Add an app integration and connect it to your Pinterest Business Manager
To add a Pinterest Business app integration to Cerby and connect it to your Pinterest Business Center, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the Connect app button located at the top-right corner of the page. The Connect your apps 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 App.
Click the Get started button. A wizard is displayed on the Select app page.
Select the Pinterest Business Tenant option. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
Label in Cerby: It is the name to assign to your app integration in Cerby, and it will be displayed on the app card.
Business ID: It is the identifier of your Pinterest Business Manager. To find it, perform the following actions after logging in to your Pinterest Business account:
Click the Business button located at the top left of the page. A drop-down list is displayed.
Select the Business Manager option. The Pinterest Business dashboard is displayed with the business ID in the Business information section.
User management and login method: It is the way your users log in to the app and determines if they must save their credentials in Cerby. You must select one of the following methods:
Single sign-on (SSO): Access is managed via your identity provider, and users log in via SSO authentication. They are not asked to save their credentials in Cerby.
Username and password: Account security and access are managed from Ceby, and users log in with their credentials after saving them in Cerby.
Click the Next button. One of the following scenarios occurs depending on whether you have added or not the automation account to Cerby:
If you have added the automation account, the Select automation account page is displayed on the wizard:
Select the corresponding automation account.
Click the Connect app button.
If you have not added the automation account, the Add automation account page is displayed on the wizard:
Enter the account details in the corresponding fields:
Account label in Cerby
Email Linked to Account
Current password
Phone Number Linked to Account
Click the Add account button.
The Pinterest Business Tenant app card is displayed on the Apps view and an account card is displayed in the All accounts view with the “Connect your account” status.
The next step is 2. Check for updates and import users and roles to Cerby, which you must complete from the Cerby dashboard.
2. Check for updates and import users and roles to Cerby
To check for updates and import your user data to Cerby, which includes members, ad accounts, and roles of your Pinterest Business Manager, you must complete the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the Pinterest Business Tenant app card that you added. A drop-down list is displayed.
Select the Check for updates option from the list. A message box is displayed with information about the user sync process.
NOTE: The check for updates and import process may take a few minutes depending on the number of assets and users and because Cerby automatically matches them to their corresponding Cerby account.
Confirm that the Check for updates automation task has the “Completed” status by performing any of the following actions:
Click the More details button from the message box.
Select the Automation option from the left navigation drawer to open the Automation view.
The Pinterest Business Tenant account and app cards are displayed on the All accounts and Apps views, respectively, of each matched user. To connect their user account to Cerby, matched users must follow the instructions in the 3. Connect your Pinterest Business account to Cerby step.
NOTE: After adding the Pinterest Business Center app integration, Cerby automatically performs daily checks for updates, but you can do them manually. When a user is deprovisioned from your IdP and a check for updates is performed, Cerby generates a report and sends you an email to confirm 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. Connect your Pinterest Business account to Cerby, which you must complete from your Cerby dashboard.
3. Connect your Pinterest Business account to Cerby
To connect your Pinterest Business account to Cerby, you must complete the following steps:
Select the All accounts option from the left navigation drawer. The All accounts view is displayed.
Click the Log in button of the corresponding Pinterest Business Tenant account card. The Connect your Pinterest Business Tenant Account dialog box is displayed.
Enter the login credentials of your Pinterest Business user account.
Click the Connect account button. The dialog box closes, and a success message box and a new account card for your user account are displayed.
The next step is 4. Manage unmatched users, which you must complete from your Cerby dashboard.
4. 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:
All of these actions are performed from the Unmatched users tab of the User Overview section inside the app details page, as shown in Figure 1.
Figure 1. User Overview section in the Members tab of the Pinterest Business 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 Pinterest Business Manager through Cerby, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the Pinterest Business Tenant app 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 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 on the Pinterest Business tenant from the Role drop-down list:
Owner: This role enables sharing access and managing the account configuration.
Collaborator: This role enables only logging in to the 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.
The Pinterest Business account and app cards are displayed in the All accounts and Apps views, respectively, of each matched user. To connect their user account to Cerby, matched users must follow the instructions in the 3. Connect your Pinterest Business account to Cerby step.
Remove unmatched users
To remove unmatched users, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the Pinterest Business app 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 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 your Pinterest Business Manager.
Exempt unmatched users
Exempted users keep their user accounts active for your Pinterest Business Manager, but you cannot manage them through Cerby. To exempt unmatched users, you must perform the following steps:
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the More options icon of the Pinterest Business app 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 Pinterest Business Manager and its assets from Cerby.
The following are the supported features of the Pinterest Business Center app integration you can use: