Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Supported using the Cerby web app, browser extension, and mobile app
IMPORTANT: If you use local vaults, you must have already set up at least one trusted session on your devices.
You can add accounts to Cerby in the following three ways:
The following sections describe each way.
Add an account manually
The process to add an account manually is different depending on the Cerby client app you use:
The following sections describe each process.
Cerby web app
To add an account manually using the Cerby web app, you must complete the following steps:
Log in to your Cerby workspace.
Click the Add item button located at the top right. A drop-down list is displayed.
Select the Account option from the drop-down list. The Add account details dialog box is displayed.
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.
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: You can leave the field blank for the apps you access locally, not through a website (such as hardware devices or desktop apps).
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.
Select optionally an existing collection from the Collection drop-down list to add the account to it.
Select the corresponding vault from the Vault drop-down list to add the account to it.
NOTE: This drop-down list is not displayed if you only have access to one vault.
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.
Cerby browser extension
To add an account manually using the Cerby browser extension, you must complete the following steps:
Open the Cerby browser extension popup.
Log in to your Cerby workspace.
Click the Add new account button located at the bottom right of the popup. The Add account details dialog box is displayed in a new browser tab.
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.
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: You can leave the field blank for the apps you access locally, not through a website (such as hardware devices or desktop apps).
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.
Select optionally an existing collection from the Collection drop-down list to add the account to it.
Select the corresponding vault from the Vault drop-down list to add the account to it.
NOTE: This drop-down list is not displayed if you only have access to one vault.
Click the Add account button. The dialog box closes, and a success message box and the account details page are displayed.
The new account is now listed in the Cerby browser extension popup.
Now you are done.
Cerby mobile app
To add an account manually using the Cerby mobile app, you must complete the following steps:
Open the Cerby mobile app on your mobile phone.
Log in to your Cerby workspace.
Tap the Add button from the bottom navigation bar. The Select a category screen is displayed with a list of item types.
Select the Account option from the list. The Create Account screen is displayed.
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.
NOTE: In iOS, you must enter the name of your account in the Enter a name for this account field.
App name or URL: It is the name of the app or service provider to which the account belongs, or the login URL.
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: You can leave the field blank for the apps you access locally, not through a website (such as hardware devices or desktop apps).
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.
Select optionally an existing collection from the Collection drop-down list to add the account to it.
Select the corresponding vault from the Vault drop-down list to add the account to it.
NOTE: This drop-down list is not displayed if you only have access to one vault.
Tap the Save account button on Android or Save button on iOS. The screen closes, and a success message box is displayed.
Now you are done.
Autosave an account at login or signup
To add an account at login, follow the instructions in the article Autosave an account at login or signup with 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.