Who can use this feature?
Workspace Users
Available to Cerby Automate
Only supported using the Cerby web app
With productivity and security in mind, Cerby has built Apps, an integration based on application programming interfaces (APIs) and robotic process automation (RPA) that enables you to connect your seat-based software-as-a-service (SaaS) and paid social apps to your Cerby workspace.
Through this connection, you can sync and import to Cerby the user data of your collaboration spaces (workspaces, teams, or dashboards) to centrally manage the users, roles, and assets of apps like Meta Business Manager, TikTok For Business, Apple, Asana, Atlassian, Calendly, or GitHub.
Any user, no matter their workspace-level role, can connect an App integration to their seat-based or paid social app. For the connection to happen, you must add to Cerby an admin automation account and connect it to the App integration. Cerby uses it as a service account to perform all of the user, access, and asset management tasks on your behalf via data requests or automation tasks.
NOTE: Cerby recommends creating a dedicated automation account in your seat-based or paid social app for the Cerby App integration, with an associated Cerby-managed email address and phone number, instead of using the admin’s user account.
In some cases, you also need the business or organization ID you have been assigned in your apps or complete additional steps, such as generating an access token.
This article describes how to connect an App to Cerby. For specific instructions related to paid social app integrations, read the following articles:
Requirements
The following are the requirements to add an App integration to Cerby:
A Cerby workspace
A Cerby account
A collaboration space (workspace, team, or dashboard) in your app
An automation account, meaning an active user account with a native admin role in the seat-based or paid social app
NOTE: Cerby recommends having a dedicated account for this purpose, not intended for human use, with an associated Cerby-managed email address and phone number
A business or organization ID
NOTE: Not all the Apps require a business or organization ID; Cerby displays this input field when applicable to your app. You can find the ID in the following ways:
From the address bar: When you are logged in to your app, sometimes the ID is displayed in the address bar as part of the URL. For example,
https://business.app.com/settings/&business_id=1234567890. Just copy the value and paste it when connecting the app to Cerby.From the business information or settings: When you are logged in to your app, navigate to the settings or business information page. The ID is usually displayed in an information section for you to copy.
Connect an App
To connect an App to Cerby, you must complete the following main steps:
The following sections describe each main step.
1. Add an App and connect it to the automation account
To add an App integration and connect it to the automation account with the admin role, you must complete the following steps:
IMPORTANT: Ensure you use an automation account with a native admin role for your app; otherwise, Cerby will be unable to perform automation tasks on your behalf because Cerby uses it as a service account.
Log in to your corresponding Cerby workspace.
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the Connect app button located at the top-right corner of the page. The Connect your apps to Cerby dialog box is displayed.
TIP: You can select the Don’t show this again option to skip this step the next time you connect a new App.
Click the Get started button. A wizard is displayed on the Select app page.
Select the corresponding app from the catalog. The Enter app details page is displayed on the wizard.
Enter and select your app information in the corresponding fields:
Label in Cerby: It is the name to assign to your App integration in Cerby, and it will be displayed on the app card.
Business ID: It is the identifier of your business or organization in the seat-based or paid social app. This value is required for some apps, so it may or may not be displayed.
User management and login method: It is the way your users log in to the app and determines if they must save their credentials in Cerby. You must select one of the following methods:
Single sign-on (SSO): Access is managed via your identity provider, and users log in via SSO authentication. They are not asked to save their credentials in Cerby.
Username and password: Account security and access are managed from Ceby, and users log in with their credentials after saving them in Cerby.
Click the Next button. The Select automation account page is displayed. One of the following scenarios occurs:
If you already have an automation account for the App, a list of accounts is displayed.
Select the corresponding automation account.
Click the Connect app button.
If you don’t have an automation account for the app, you are prompted to add it:
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: It is the name of the app or service provider to which the account belongs or the login URL.
NOTE: The app you selected in step 5 is displayed on this field, and you cannot change it.
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.
Phone Number Linked to Account: It is the phone number associated with your account
Click the Add account button.
The wizard closes, and a success message box is displayed. The corresponding App integration is also displayed on the Apps view.
The next step is 2. Check for updates and import users and roles to Cerby.
2. Check for updates to import users, roles, and assets to Cerby
To check for updates in your app to identify and import users, roles, and assets to Cerby, you must complete the following steps from the Apps view:
Click the Settings icon of the corresponding app card. The app details page is displayed with the Settings tab activated.
Click the Check for updates button located at the top-right section of the page. A message box is displayed with information about the process.
NOTE: The check and import process may take a few minutes depending on the number of users and assets, and because Cerby automatically matches users to their corresponding Cerby account. You can review the progress of the automation task through the Automation view; when the process is complete, a success message box is displayed.
Activate the Members tab to review the list of imported users in the following two tabs of the User Overview section:
Onboarded users: This tab displays the users matched to their Cerby account. Cerby automatically sends them an invite to join the seat-based or paid social app.
Unmatched users: This tab displays the users who were not automatically matched because they use an email address that couldn’t be identified or they are not in the corporate directory.
NOTE: After adding an App integration, Cerby automatically performs daily checks for updates, but you can trigger them manually by clicking the Check for updates button. When a user is deprovisioned from the IdP and a check for updates is performed, Cerby generates a report and sends you an email to confirm their removal from Cerby. Follow the instructions in the article Check for updates in your app and apply report to apply the report and remove deprovisioned users.
The next step is 3. Manage unmatched users.
3. Manage unmatched users
After a check for updates, Cerby automatically matches users to their corresponding Cerby accounts. Users who couldn’t be identified during the check or who are not in the corporate directory are categorized as unmatched. For these users, you can perform one of the following three actions:
All of these actions are performed from the Unmatched users tab of the User Overview section. To access this table, you must have activated the Members tab on the app details page.
The next step is 4. Accept invites and connect user accounts to Cerby.
Match and invite users
To match and invite users to join the seat-based or paid social app through Cerby, you must perform the following steps:
Click the Match user button of the corresponding user. The Match user dialog box is displayed.
Enter the Cerby username or email address of the user you want to match and invite in the Match with field. The user is displayed on a list.
Select the user from the list.
Click the Next button. The Select Cerby role dialog box is displayed.
Select the corresponding role of the user on the app from the Cerby role drop-down list:
Owner: This role enables sharing access and managing the app settings in Cerby.
Collaborator: This role enables only logging in to the app.
Click the Match user button. The dialog box closes, and a success message box is displayed. The user is moved to the Onboarded users tab.
Remove unmatched users
To remove unmatched users, you must perform the following steps:
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Remove user option from the list. The Remove user? dialog box is displayed.
Click the Remove user button. The dialog box closes, and a success message box is displayed. The user is removed from the app.
Exempt unmatched users
Exempted users keep their user accounts active for the seat-based or paid social app, but you cannot manage them through Cerby. To exempt unmatched users, you must perform the following steps:
Click the More options icon of the corresponding user. A drop-down list is displayed.
Select the Exempt user option from the list. The exempt user dialog box is displayed.
Enter a reason for exempting the user in the Provide a reason field.
Click the Exempt member button. The dialog box closes, and a success message box is displayed. The user is moved to the Exempted users tab.
4. Accept invites and connect user accounts to Cerby
As a user invited to an App integration, you must complete the following steps to accept the invite and connect your user account to Cerby:
IMPORTANT: If you selected the Single sign-on (SSO) option from the User management and login method drop-down list in the 1. Add an App and connect it to the automation account main step, Cerby will not ask invited users to connect their account and save their credentials. When they access the app through Cerby, they will be redirected to their IdP’s login page to authenticate before logging in to the app.
Log in to your corresponding Cerby workspace. The app card is displayed in the All accounts view with the “Connect your account” message.
Click the app card. The Connect your account dialog box is displayed.
Enter your account information in the corresponding fields:
Password
2FA code (if enabled)
NOTE: If you have already added user accounts to Cerby, the dialog box displays these accounts on a list, and you must select one of them to connect it to the app.
Click the Connect account button. The dialog box closes, and a success message box is displayed. The corresponding account card for the user account is also displayed in the All accounts view.
Use Apps
The following are the supported features of Apps you can use: