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Autosave an account at login or signup with the Cerby browser extension

This article describes how to save an account with the Cerby browser extension when accessing an app through its login or signup page.

Cerby Team avatar
Written by Cerby Team
Updated over 2 weeks ago

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Only supported using the browser extension

With Cerby, you can easily save the login credentials for your apps using the account autosave feature.

When you manually access an app through its login or signup page using your web browser, the Cerby browser extension can automatically identify your login or signup attempt and prompt you to add the account to Cerby.

With just one click, you can add your account to manage, protect, and share it through Cerby.

IMPORTANT: This feature may be restricted by a workspace Admin for all workspace users with the following settings:

  • Prompted autosave: When logging in or signing up for an account in allowed domains configured in the workspace, a prompt dialog box asks whether you want to save your credentials to Cerby. You can choose to save or skip the account autosave.

  • Enforced autosave: When you log in or sign up for an account in a specified domain, Cerby automatically saves the credentials.

For more information, read the article Explore account autosave.

The process of autosaving accounts is different depending on whether you have an active user session in the Cerby browser extension or not.

Requirements

The following are the requirements to autosave your accounts in Cerby:

Autosave an account with an active user session

To autosave an account when you have an active user session in the Cerby browser extension, you must complete the following steps:

  1. Open the login or signup page of your application using your web browser.

  2. Log in or sign up for an account by entering your credentials and verifying your identity, when applicable. If the login or signup process is successful, the Cerby browser extension displays the Add your account to Cerby dialog box, as shown in Figure 1.

Figure 1. Add your account to Cerby dialog box in the Cerby browser extension

  1. Edit the account name in the Account label field if necessary.

    NOTE: You can click the Show details button to display the Username, Password, and Email fields that Cerby prefilled.

  2. Click the Add account button. The button displays a success message, the dialog box closes, and the corresponding account card is added to your dashboard.

Now you are done.

Autosave an account without an active user session

To autosave an account when you don’t have an active user session in the Cerby browser extension, you must complete the following steps:

  1. Open the login or signup page of your application using your web browser.

  2. Log in or sign up for an account by entering your credentials and verification code, when applicable. If the login or signup process is successful, the Cerby browser extension displays the Sign in to Cerby to save your credentials for this account dialog box with all the required fields prefilled, as shown in Figure 2.

    Figure 2. Sign in to Cerby to save your credentials for this account dialog box

  3. Click the Sign in button to start a user session using the Cerby browser extension. Depending on whether you have an active user session with your identity provider (IdP) or not, one of the following scenarios occurs:

    • Active session with your IdP: The Cerby browser extension uses this active session to log in automatically.

    • No active session with your IdP: The login page of your IdP is displayed, and you must log in by entering your credentials and verifying your identity when applicable.

    When the browser extension is logged in, Cerby verifies if a matching account (an account for the same application and with the same username) is already added to your workspace, and one of the following scenarios occurs:

    • Matching account found: The We found a matching account in Cerby dialog box is displayed, and you must perform the following actions to ensure you have the latest login credentials:

      1. Click the Got it button.

      2. Contact your Workspace Admin to request access to the account.

    • No matching account: The Add your account to Cerby dialog box is displayed, and you must continue to step 4.

  4. Edit the account name in the Account label field if necessary.

    NOTE: You can click the Show details button to display the Username, Password, and Email fields that Cerby prefilled.

  5. Click the Add account button. The button displays a success message, the dialog box closes, and the corresponding account card is added to your workspace.

Now you are done.

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