Who can use this feature?
Workspace Owners, Super Admins, Admins, and Users
Only supported using the browser extension
IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.
With Cerby, you can easily save the login credentials for your apps using the account autosave feature.
When you access an app manually through its login or signup page using your web browser, the Cerby browser extension can automatically identify your login or signup attempt and suggest you add the account to Cerby.
With just one click, you can add your account to start managing, protecting, and sharing it through Cerby.
IMPORTANT: This feature may be restricted by your workspace Admin for all workspace members by the following settings:
Turned off: No user in the workspace can autosave accounts at login or signup.
Turned on but limited: Account autosave is restricted to specific website domains.
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:
A Cerby account
The latest version of the Cerby browser extension installed, and the Account autosave feature activated. For instructions on how to activate this feature, read the article Activate or deactivate the save your credentials at login feature
The latest version of your web browser installed
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:
Go to the login or signup page of your application using your web browser.
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 screen with all the required fields prefilled, as shown in Figure 1.
Figure 1. Add your account to Cerby screen
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.
Click the Add account button. The button displays a success message, the screen 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:
Go to the login page of your application using your web browser.
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 screen 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
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 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:
Click the Got it button.
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.
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.
Click the Add account button. The button displays a success message, the screen closes, and the corresponding account card is added to your workspace.
Now you are done.