Explore Accounts

This article describes what accounts are in Cerby and the type of accounts you can add to your workspace.

Cerby Team avatar
Written by Cerby Team
Updated this week

At Cerby, accounts are digital records that contain user login information for a particular application or service provider. They are the equivalent of a password in a password management platform.

Typically, an account comprises a username, password, and login URL (optionally); however, it may contain additional information depending on the app, user needs, and Cerby product.

Cerby protects the account information you save in your vaults with the encryption scheme chosen by your organization: cloud and local encryption. For more information about our encryption schemes, read the article How Cerby protects your data with cloud and local encryption.

All users, except Guest users, can add an account to their workspace to manage and secure access through Cerby. When you add an account, you automatically become the Owner of it, and when you share access with other workspace users or teams, you can assign them one of the following two roles:

  • Owner: They can share access and manage the account configuration.

  • Collaborator: They can log in to the account.

For more information about roles and the actions users can perform on an account, read the article How Cerby manages roles.

You can add your accounts to Cerby manually, at login, or import them from your password manager. For instructions, read the following articles:

Accounts are displayed as cards in your dashboard, whether you use the Cerby web app, browser extension, or mobile app. Figure 1 shows different accounts on the All accounts view of Cerby web app dashboard.

Figure 1. Account cards in the All accounts view of the Cerby web app dashboard

By interacting with account cards, you can trigger an automatic login, share access to the account, or open the account settings.

Account types

The following are the account types you can add to Cerby:

The following sections describe each account type.

Managed accounts

Managed accounts are accounts for integrated apps with built-in support in Cerby, which means our Development team has identified their login flow and they are available in our app catalog. When you add a managed account to Cerby, you can just select it from the catalog.

Logging in to your managed accounts from Cerby is a one-click experience: the login URL of your app opens in a new browser tab, and the Cerby browser extension autofills your credentials. If you have two-factor authentication (2FA) managed by Cerby, the verification codes are also autofilled.

For Cerby Automate users, in addition to automatic login, managed accounts also support the following hygiene security automation tasks triggered by one click in the Cerby web app:

  • Turn on or off 2FA: You can automatically turn on or off 2FA for an account. When turning on 2FA, you can also store the secret key for authentication in Cerby.

  • Check 2FA status: You can automatically verify if 2FA is active and has the correct secret key.

  • Swap email: You can change the current email registered in your accounts for a Cerby-managed email.

  • Swap phone: You can change the current phone number registered in your accounts for a Cerby-managed phone number.

  • Rotate password: You can automatically rotate your accounts' passwords to Cerby-generated secure passwords that comply with the password strength rules of each app.

For a complete list of the integrated apps and the available automation tasks, read the article Which apps and automation workflows are supported by Cerby.

NOTE: Our Development team constantly adds new integrations to the app catalog. If you want us to support a specific application or service provider, send your request via email to the Customer Support team at support@cerby.com.

Self-managed accounts

Self-managed accounts are accounts for apps that you access through their website. When you add a self-managed account to Cerby, you must enter its login URL so the Cerby browser extension can identify the input fields and attempt to autofill them.

NOTE: Cerby does its best to autofill your login credentials for self-managed accounts. Successful login attempts depend on having the correct login URL and how complex the app’s user interface is. If you want us to support a specific app or service provider, send your request via email to the Customer Support team at support@cerby.com.

Besides automatic login, Cerby doesn’t support additional security automation tasks for self-managed accounts.

No URL accounts

No URL accounts are accounts for non-integrated apps that you access locally, not through a website; therefore, when you add them to Cerby, the login URL is not mandatory, and the rest of the account details are optional.

Some apps you can access with no URL accounts are hardware devices and desktop applications. Cerby doesn’t support security automation tasks for these accounts.

No URL accounts are identified visually in the Cerby dashboard, as shown in Figure 2.

Figure 2. No URL account card

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