Hi there, welcome to Cerby!
We are a cybersecurity company focused on helping you and your organization manage, onboard, and secure the apps you use, as well as the accounts you share.
As a user with the Account Owner or Account Collaborator role, you can access the following features of Cerby:
Share accounts securely with any team member or third parties, such as contractors and agencies.
Implement security best practices automatically to your apps.
Access your apps automatically, without entering any credentials. You must only remember one set of credentials to log in to Cerby.
Onboard new apps you need to do your job.
Monitor activity on your accounts.
The solution we offer combines the following three clients that work together to provide you with the best experience:
Browser extension: It enables you to log in to your accounts by automatically filling the credentials you store in Cerby in the corresponding fields of your apps. It also helps automate all of the security hygiene tasks available in Cerby.
The Cerby browser extension is available for the following browsers:Mobile app: It enables you to access your accounts from your mobile phone. It also serves as a second device to authenticate for sensitive tasks by providing you with verification codes.
The Cerby mobile app is available for the following operating systems:
Web app: It enables you to manage all your accounts, share access with your team, and access your accounts, all from a single place.
The Cerby web app is available for any browser.
So, say goodbye to sharing credentials through spreadsheets, phone calls, or emails. Also, forget about configuring multi-factor authentication or rotating passwords. We got you covered and can do all the hard work for you.
Let’s get started. This guide contains the following sections:
How Do I Set Up Cerby?
As an account owner or collaborator, the access to your team’s workspace in Cerby is ready, you only have to use your corporate identity with your configured single sign-on (SSO) provider. However, you must complete the following three steps to set up Cerby:
1. Log In with My Corporate Identity
To log in to Cerby with your corporate identity, complete the following steps:
Open the Cerby login page with your browser.
Enter the name of your workspace.
Click the Next button. The authentication page of your SSO provider is displayed.
Enter your corporate username and password in the corresponding fields.
Click the Log in button. The homepage of the Cerby dashboard (which corresponds to the All accounts view) is displayed, as shown in Figure 1.
Figure 1. Homepage of the Cerby Dashboard
Now you’re in. You just have to complete two more steps.
2. Install the Cerby Browser Extension
Verify with your IT team to determine for which browsers the Cerby extension has been approved. Then, log in and complete the following steps in that browser:
Open the Cerby browser extension page designated in your Cerby dashboard.
Follow the instructions to install the extension on your browser.
TIP: For more instructions to install the browser extension, see the How to install the Cerby browser extension video.
Now you have set up Cerby on your desktop computer. Proceed with the next step to use Cerby on your mobile phone.
3. Install the Cerby Mobile App
To install the Cerby mobile app, complete the following steps:
Open the Cerby mobile app in the corresponding app store using your mobile phone:
Tap the Install or Get button. The app is installed.
Tap the Open button. The Cerby mobile app opens with the Welcome! screen.
Swipe left until you switch to the Turn on Autofill in your device screen.
Configure autofill with your device. This process is different depending on your operating system:
iOS
Activate the Autocopy One-Time Passwords switch. The autofill is configured automatically.
Android
Tap the Select button. The autofill service configuration screen of your mobile phone is displayed.
Select the Cerby option. A confirmation screen is displayed.
Tap the Ok button. The autofill service configuration screen closes, and the Cerby mobile app is displayed.
Click the Done button. The You’re all set! screen is displayed.
Click the Got it button.
IMPORTANT: Click the Allow button if a dialog box appears asking you to allow notifications.
Select Cerby as the autofill service for your device. This process is different depending on your operating system:
iOS
Navigate to the Settings > Passwords > AutoFill Passwords screen of your mobile phone.
Select the Cerby option from the ALLOW FILLING FROM section.
Android
Navigate to the Settings > System > Languages & input > Advanced > Input assistance > Autofill service screen of your mobile phone.
TIP: To navigate to the Autofill screen easily, you can use the search bar from the Settings screen.
Select the Cerby option from the list.
TIP: For more instructions to install the mobile application, see the How to install and set up the Cerby mobile application video.
Now you are done. It’s time to use Cerby.
How Do I Add My Accounts?
Cerby helps you manage and access the accounts of the apps you use, but first, you must add them. We have the Add Account wizard ready to guide you through the process.
The following are the instructions you must follow depending on the type of account:
Add a Regular Account
To add regular accounts, complete the following steps:
Click the Add account button from the All accounts view of the Cerby dashboard. The Add Account wizard is displayed with the Select App page, as shown in Figure 2.
Figure 2. Select App Page of the Add Account Wizard
Select the app you want to add to Cerby. The Add Account page is displayed.
Enter your account information in the corresponding fields:
Account label in Cerby
Username
Current password
Email Linked to Account
Phone Number Linked to Account
NOTE: The email and phone number fields may be mandatory or optional depending on the app. However, we highly recommended to include them in all cases.
Click the Finish button. The wizard closes, and the corresponding account card is added to the All accounts view of the dashboard.
NOTE: If you see the Next button instead of Finish, perform the following actions:
Click the Next button. The Onboard Two Factor Authentication page is displayed with the Add a second layer of protection and Have Cerby Autofill the 2FA switches.
Deactivate both switches.
Click the Finish button. The wizard closes, and the corresponding account card is added to the All accounts view of the dashboard.
Enable at least one additional management factor through Cerby by following the corresponding instructions in the How Do I Protect My Accounts? section.
Add a Business Center Account
Business center accounts enable you to manage provisioning and deprovisioning of access to your pages and assets in social media from Cerby.
To add business center accounts, complete the corresponding detailed instructions we prepared for you in our Help Center:
How Do I Protect My Accounts?
With your apps added, why not shield them? The following are the instructions you must follow to protect your accounts through Cerby:
Create a Cerby-Managed Email Address
Cerby provides and manages securely generated email addresses you can use for your accounts and across your organization.
By managing this service, Cerby can improve the logging-in process of your applications by automatically filling your verification codes when 2FA is turned on with an email address as a verification method. These codes are retrieved from your Shared Inbox in Cerby.
You can create a Cerby-managed email address through the web app after adding an account to Cerby.
To create a Cerby-managed email address, complete the following steps:
Click the Settings button of the corresponding account card in the All accounts view of the dashboard. The account settings page is displayed.
Activate the Create Email Address switch. The Add a Cerby managed email dialog box is displayed.
Click the Protect my email address button. A success message is displayed indicating the email address was created.
Click the Set up email address button. The Auto-forward messages dialog box is displayed.
NOTE: The auto-forward messages feature of Cerby enables you to designate recipients for the emails you receive in your Cerby-managed email address. You can configure it later from your account settings.
Click the Skip button. The Update email address on <account name> dialog box is displayed with the email address you created.
Copy the email address.
Open the account settings of your app in a new browser window.
Configure the email address manually in the account settings of your app.
Go back to the browser window with the Cerby web app.
Click the Confirm button. The dialog box closes, and a success message box is displayed.
IMPORTANT: Make sure you configure the Cerby-managed email address on your app before clicking the Confirm button.
Create a Cerby-Managed Phone Number
Cerby provides and manages securely generated phone numbers you can use for your accounts and across your organization.
By managing this service, Cerby can improve the logging-in process of your applications by automatically filling your verification codes when 2FA is turned on with a phone number as a verification method. These codes are retrieved from your Shared Inbox in Cerby.
You can only create a Cerby-managed phone number through the web app after adding an account to Cerby.
To create a Cerby-managed phone number, complete the following steps:
Click the Settings button of the corresponding account card. The account settings page is displayed.
Activate the Create Phone Number switch. The Cerby-generated Phone Number dialog box is displayed with a US phone number.
Copy the phone number.
Open the account settings of your app in a new browser window.
Configure the phone number manually in the account settings of your app.
Go back to the browser window with the Cerby web app.
Select the I have already added the phone number to <app name> account setting option.
Select the I'm using this phone number for 2FA option if you are going to use the Cerby-managed phone number as a 2FA verification method.
Click the Create Phone Number button. The dialog box closes, and a success message box is displayed.
Turn On 2FA Automatically and Manually
Cerby helps you implement 2FA to improve the security of your accounts significantly.
You can configure the Cerby mobile app as an authenticator and use Cerby-managed email addresses and phone numbers as verification methods to improve your logging-in process and secure your accounts.
Unlike other authenticator apps, when you turn on 2FA with Cerby, verification codes are distributed to all the account members whenever they need them.
To turn on 2FA for your accounts, you have the following options:
Automatically from the Cerby web app, with a single click, for supported apps
Click the Settings button of the corresponding account card. The account settings page is displayed.
Activate the Second Layer of Protection switch in the TWO-FACTOR AUTHENTICATION section.
Manually from the account settings of the application, for unsupported apps
Using the Cerby mobile app as an authenticator
Go to the account settings of your app.
Link your account to the Cerby mobile app by scanning or entering the code or secret key provided by the app.
Save your recovery codes in the Cerby web app through the account settings.
Using Cerby-managed email addresses or phone numbers as verification methods
Go to the account settings of your app.
Create the email address or phone number through Cerby by following the corresponding instructions in the Create a Cerby-managed email address and Create a Cerby-managed phone number sections.
Configure the email address or phone number as a 2FA verification method on the account settings of your application.
Retrieve the verification codes from the Cerby Shared Inbox to complete the configuration process in the app.
NOTE: After turning on 2FA manually and configuring the authenticator and verification methods with Cerby, you will be able to retrieve verification codes from the Cerby browser extension or the Cerby mobile app when logging in to their apps.
Rotate Passwords Automatically
Cerby can rotate passwords automatically, with a single click, and provide secure and robust new passwords for your accounts. This feature is only enabled for supported apps through the Cerby web app.
To rotate the password of your accounts, complete the following steps:
Click the Settings button of the corresponding account card. The account settings page is displayed.
Click the Rotate Password button.
How Do I Share an Account?
Your accounts are now protected with security best practices. Don’t wait more; start sharing them securely with your team members through Cerby to improve collaboration.
We have the following two features ready for you:
Share an Individual Account
Cerby enables you to share an existing individual account with another user from your workspace through the Cerby web app.
To share existing accounts, complete the following steps:
Click the Share Account button from the corresponding account card. The Share Access dialog box is displayed.
Enter the username or email address of the person in your company you want to share the account.
IMPORTANT: The user must be added either to your corporate SSO provider or must have logged in to Cerby to be available for sharing.
Click the Share button. The dialog box closes, and the account is shared.
Create and Share a Collection
Cerby enables you to create collections to group your accounts and share access to them with one or multiple users at a time. Collections also help you keep your accounts organized in the dashboard.
To create and share a collection, complete the following steps:
Click the Collections button from the left navigation drawer. The Collections view is displayed.
Click the Create collection button. The Create a Collection wizard is displayed with the Name your Collection page.
Enter a name for your collection in the Collection Name field.
Click the Next button. The Add Accounts page is displayed.
Click the (+) Add button of the accounts you want to include in the collection. The accounts are added in the Added accounts list.
TIP: You can use the search bars to look for specific accounts both in the All accounts and Added accounts lists.
Click the Share Collection button after you completed adding accounts. The Share Collection page is displayed.
NOTE: If you click the Create Collection button, the collection is created and will only be visible to you. You can share the collection later with other team members by clicking the Settings button of the collection and selecting the Share Collection option. The Share Collection wizard is displayed, and you can follow steps 7 to 11 to complete the process.
Enter the name of the team member you want to share the collection with in the search bar. The users that match the name you entered are displayed automatically.
Select the corresponding team member. The team member is added to a list.
Repeat steps 7 and 8 as necessary.
Select the corresponding account role from the drop-down list under the ROLE column:
Collaborator. Your team members will only be able to log in to the accounts.
Owner. Your team members will be able to share access and manage the account configuration.
Click the Share button. The wizard closes, a success message box is displayed, and the new collection is added to the Collections view.
Share a Business Center Account and Assets
When you share a business center account with your team members, you must first share access to the business center and later to its assets, such as ad accounts, pixels, and pages.
To share a business center account and assets, complete the following steps:
Share the business center account
Click the Share Account button from the corresponding account card. The Share Access dialog box is displayed.
Enter the username or email address of the person in your company you want to share the account. The users that match the name or email address you entered are displayed automatically.
IMPORTANT: The user must be added either to your corporate SSO provider or must have logged in to Cerby to be available for sharing.
Select the corresponding team member. The team member is added to a list in the MEMBER section.
Configure the role of your team member for the account in Cerby and for the business center by performing the following actions:
Select the corresponding Cerby account role from the drop-down list in the MEMBER section:
Collaborator. Your team members will only be able to log in to the accounts.
Owner. Your team members will be able to share access and manage the account configuration.
Select the corresponding business center role from the checkboxes or switches in the Channel Role section. These roles are inherited from the business center.
Click the Share button. The wizard closes, and a success message box is displayed.
NOTE: The Authorize <business center> share dialog box might be displayed if Cerby detects you don’t have an active session on your business center. Log in to your business center in a new browser window; then, go back to Cerby and click the Confirm button.
Share the business center assets
Click the View Account Assets button from the corresponding account card. The account assets page is displayed.
Click the Share Account button from the corresponding account asset. The Share Access dialog box is displayed.
Enter the username or email address of the person in your company you want to share the account. The users that match the name or email address you entered are displayed automatically.
Select the corresponding team member. The team member is added to a list in the MEMBER section.
Configure the role of your team member for the asset account in Cerby and for the business center asset by performing the following actions:
Select the corresponding Cerby account role from the drop-down list in the MEMBER section:
Collaborator. Your team members will only be able to log in to the accounts.
Owner. Your team members will be able to share access and manage the account configuration.
Select the corresponding business center role from the checkboxes or switches in the Channel Role section. These roles are inherited from the business center.
Click the Share button. The wizard closes, and a success message box is displayed.
NOTE: The Authorize <asset account> share dialog box might be displayed if Cerby detects you don’t have an active session on your business center. Log in to your business center in a new browser window; then, go back to Cerby and click the Confirm button.
How Do I Delete an Account?
When you no longer need to manage an account through Cerby, you can delete it from the dashboard.
To delete an account, complete the following steps:
Click the More options button of the corresponding account card. A drop-down list is displayed.
Select the Delete from Cerby option. The Confirm your identity to continue dialog box is displayed, and a push notification is sent to your Cerby mobile app.
IMPORTANT: To confirm your identity, you must have installed and logged in to the Cerby mobile app to receive push notifications. For more information, see the How do I receive notifications on my mobile phone? section.
Open your Cerby mobile app.
Click the It’s me! button in the Confirmation Request screen of your Cerby mobile app to confirm your identity. The dialog box in your Cerby dashboard closes, and the Delete your Account page is displayed.
IMPORTANT: If you don’t receive a push notification on your Cerby mobile app, log out of your Cerby mobile app and log back in. This will re-register your mobile phone so Cerby knows where to send the push notification.
Select the corresponding option from the Why are you deleting your account? drop-down list.
Click the Delete Account button. The Cerby dashboard is displayed without the corresponding account card and a success message box.
NOTE: When you delete an account, we temporarily store the last account password in the account configuration. This is done for your convenience when offboarding accounts from Cerby. Also, for reference, you can see the past activity of your account through the Activity view.
How Do I Receive Notifications on My Mobile Phone?
This is a general section on receiving notifications on your mobile phone via the Cerby mobile app.
To receive notifications, complete the following steps:
Ensure you have installed the Cerby Mobile app. See the instructions in the 3. Install the Cerby Mobile App section.
Ensure you have enabled notifications for the Cerby mobile app in your mobile phone settings.
Ensure you have logged in to your Cerby workspace via the Cerby mobile app at least once.
Now, you will receive notifications from Cerby during key actions that require you to confirm your identity.
How Do I Log In to My Apps Using the Cerby Mobile App?
The Cerby mobile app helps you easily log in to your apps by auto-filling the credentials of the accounts you added to Cerby.
To log in to your apps, complete the following steps depending on your operating system:
iOS
Open the login screen of your app on your mobile phone.
Tap the input field you want to autofill. The keyboard is displayed with the Passwords button at the top.
Tap the Passwords button. The Cerby mobile app is displayed with the accounts you have added to Cerby for this specific app.
Select the corresponding account. The Cerby mobile app closes, and the login screen of your app is displayed with the input field filled.
NOTE: Depending on the app, you may have to click a button to move to the next screen to fill all of the input fields. Repeat steps 3 and 4 as necessary, and ensure you select the same account in Cerby to autofill.
Click the Log in button.
NOTE: For accounts with 2FA turned on, you may have to enter the verification code in an additional screen. Perform the following actions to retrieve the code depending on your verification method:
If you have configured the Cerby mobile app as an authenticator for time-based one-time passwords, the code is automatically copied to the clipboard. Tap the Paste button to fill the verification code field.
If you have configured a Cerby-managed email address or phone number as a verification method, you receive the verification code through a push notification.
Android
Open the login screen of your app on your mobile phone. The Autofill with Cerby button is displayed automatically next to the input fields or when you tap the input fields.
Click the Autofill with Cerby button for each input field. The Cerby mobile app is displayed with the accounts you have added to Cerby for this specific app.
Select the corresponding account. The Cerby mobile app closes, and the login screen of your app is displayed with the input field filled.
NOTE: Depending on the app, you may have to click a button to move to the next screen to fill all of the input fields. Repeat steps 3 and 4 as necessary, and ensure you select the same account in Cerby to autofill.
Click the Log in button.
NOTE: For accounts with 2FA turned on, you may have to enter the verification code in an additional screen. Perform the following actions to retrieve the code depending on your verification method:
If you have configured the Cerby mobile app as an authenticator for time-based one-time passwords, the code is automatically copied to the clipboard. Tap the Paste button to fill the verification code field.
If you have configured a Cerby-managed email address or phone number as a verification method, you receive the verification code through a push notification.
TIP: For more instructions to log in to your mobile apps, see the How to log in to your Cerby-managed accounts on mobile video.
How Do I See Activity on My Accounts?
The Activity view, as shown in Figure 5, contains information about user activity within a workspace. As an account owner or collaborator, you can see the activity of the accounts for which you are an owner.
Figure 5. Activity View of the Cerby Dashboard
Just click the Activity button from the left navigation drawer to display the Activity view. You can perform the following actions from this view:
See the Activity Log table with information in the following columns:
Time: It is the time when the user activity was registered.
Event: It is the type of activity performed by the user, for example, Login To Cerby or Account Added To Collection.
Account: It is the label of the account in Cerby related to the user activity.
App: It is the application related to the user activity.
User: It is the name of the user in Cerby who performed the activity.
Location: It is the geographical location of the user.
OS: It is the operating system of the user’s device.
Device: It is the user’s device from where the activity was registered.
NOTE: You can apply filters to the information in the table by selecting the corresponding options from the following drop-down lists:
Date Range
App
Accounts
Users & Groups
Download the activity report in a CSV file by clicking the Download CSV button.