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Join the App and connect it to Cerby

This article describes how to join a seat-based and paid social app from an invite sent by Cerby, and connect it.

Cerby Team avatar
Written by Cerby Team
Updated over 9 months ago

Who can use this feature?

  • App integration Collaborators

  • Available to Cerby Automate

  • Only supported using the Cerby web app

As an App integration Collaborator who receives an invite to join a seat-based or paid social app, you must accept the invite, create a user account in the app, and connect this account to Cerby. To do so, invited users must complete the following steps:

  1. Add your user account in Cerby by performing the following actions:

    1. Log in to your corresponding Cerby workspace.

    2. Click the app card with the “Connect your account” status. The Connect your account dialog box is displayed.

    3. Select the I haven’t created the account and want to protect my contact information by using a Cerby-managed identity option.

    4. Click the Next button. We generate a secure password and, if required, a Cerby-managed phone number for 2FA. The Create <app name> account dialog box is displayed.

      NOTE: If you already created the account in the app, update your profile information in the app with the password and phone number we provide.

    5. Copy the password and phone number to paste them when you create the account in the app.

      IMPORTANT: Leave the dialog box open to complete the process to add and connect the account to Cerby.

  2. Create your account in the app by performing the following steps:

    1. Open the app by clicking the link in the invite email you received.

    2. Follow the instructions to create your account in the app using the password and phone number we provided.

  3. Click the Next button in the Create <app name> account dialog box you left open in Cerby. The Add your account to Cerby dialog box is displayed.

  4. Click the Add account button. The dialog box closes, and a success message box is displayed.

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