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Beta | How to save your credentials at login via the Cerby browser extension
Beta | How to save your credentials at login via the Cerby browser extension

This article describes how to save login credentials via the Cerby browser extension when accessing an application through its login page.

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

Beta release date: April 19, 2023

With Cerby, you can easily save the login credentials for your applications using our beta release of the Save credentials at login feature.

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

With just one click, you can save your login credentials to start managing, protecting, and sharing them through Cerby.

This article describes how to save your credentials at login via the Cerby browser extension. The process is different depending on whether you have an active user session in the Cerby browser extension or not.

IMPORTANT: This documentation is for the beta release of the Save credentials at login feature and is subject to updates. Currently, this feature is available only for some of the supported apps. More apps will have this feature available in upcoming releases.


Requirements

The following are the requirements to save your login credentials in Cerby:


Save credentials with an active user session

To save your credentials at login with an active user session in the Cerby browser extension, you must complete the following steps:

  1. Go to the login page of your application using your web browser.

  2. Log in to your account by entering your credentials and verifying your identity, when applicable. If the login is successful, the Cerby browser extension displays the Add your account to Cerby screen with all the required fields prefilled, as shown in Figure 1.

    Screenshot of the Cerby browser extension open on top of the login page of an application and displaying the Add your account to Cerby screen

    Figure 1. Add your account to Cerby screen

  3. 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.

  4. Click the Add account button. The button displays the "Account added to Cerby!" success message, the screen closes, and the corresponding account card is added to your workspace.

Now you are done.


Save credentials without an active user session

To save your credentials at login without an active user session in the Cerby browser extension, you must complete the following steps:

  1. Go to the login page of your application using your web browser.

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

    Screenshot of the Cerby browser extension open on top of the login page of an application and displaying the Sign in to Cerby to save your credentials for this account screen

    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 in 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 occur:

    • 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 screen 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 screen 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 the "Account added to Cerby!" success message, the screen closes, and the corresponding account card is added to your workspace.

Now you are done.


Activate or deactivate the save your credentials at login

To activate or deactivate the save your credentials at login feature, you must complete the following steps:

  1. Open the Cerby browser extension.

  2. Log in to your corresponding workspace.

  3. Click the Settings icon located at the top-right corner of the browser extension screen. The Settings screen is displayed.

  4. Activate or deactivate the Save credentials at login switch.

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