Add an account

This article describes how to add an account to your Cerby workspace.

Cerby Team avatar
Written by Cerby Team
Updated this week

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, and Users

  • Available to all Cerby products. Cerby Protect users must have already set up their trusted devices

You can add accounts to Cerby in the following three ways:

The following sections describe each way.


Add an account manually

To add an account manually to Cerby, you must complete the following steps using the Cerby web app:

  1. Log in to your Cerby workspace. The All accounts view is displayed.

  2. Click the Add item button. A drop-down list is displayed.

  3. Select the Account option from the drop-down list. The Add account details dialog box is displayed.

  4. Enter your account information in the corresponding fields:

    • Account label in Cerby: It is the name to assign to your account in Cerby, and it will be displayed on the account card.

    • App name or URL: It is the name of the app or service provider to which the account belongs, or the login URL.
      โ€‹IMPORTANT: Depending on the account type you want to add, the following happens on this input field:

      • Managed accounts: The catalog of managed apps is displayed on a drop-down list when you click the field or as you type. Select the corresponding option.

      • Self-managed accounts: If the app is not displayed in the list but you access it through its website, you must enter or paste the login URL. For example, https://www.app.com/login.

      • No URL accounts: For the apps you access locally, not through a website (such as hardware devices or desktop apps), you can leave the field blank.

    • Username: It is the username you use to log in to your account. Sometimes, the username is your email address.

    • Current password: It is the password you use to log in to your account.

      NOTE: You can click the Add Email linked to account or Add Phone number linked to account buttons to display the corresponding input fields. These are optional fields.

  5. Select optionally an existing collection from the Collection drop-down list to add the account to it.

  6. Select the corresponding vault from the Vault drop-down list to add the account to it.

    NOTE: If you only have access to one vault, this drop-down list will not be displayed.

  7. Click the Add account button. The dialog box closes, and a success message box and the account details page are displayed.

Now you are done. You can start managing access to your accounts securely.


Add an account at login

To add an account at login, follow the instructions in the article How to save your credentials at login via the Cerby browser extension.

After saving your accounts, you can start managing access to them securely.


Import accounts from LastPass

To import passwords from your password manager as accounts in Cerby, follow the instructions in the article How to use the Password Manager Importer.

After importing your accounts, you can start managing access to them securely.

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