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Join your external app and set up your business hub access

This article describes how to join an external app from an invite sent through Cerby, and connect your account to the business hub.

Cerby Team avatar
Written by Cerby Team
Updated this week

Who can use this feature?

  • Business hub Collaborators

  • Only supported using the Cerby web app

As a business hub Collaborator who receives an invite to join a seat-based or paid social app through a business hub, you must accept the invite, create a user account in the external app, and connect this account to the business hub.

The goal is to centralize and protect your access to your external app through Cerby.

NOTE: If you log in to your app using single sign-on (SSO) authentication with your identity provider, you don’t need to connect your account to a business hub in Cerby. For more information, read the User management and login method section of the article Explore Business Hubs.

To join your external app and set up your business hub access, you must complete the following steps:

  1. Join the external app and set up your user account by completing the following steps:

    1. Open the invite email that the external app sent you.

    2. Follow the instructions in the email to join the app and set up your user account.
      ​TIP: Use the Cerby browser extension to generate a strong and secure password.

  2. Add your user account to Cerby and connect it to the business hub by completing the following steps:

    1. Log in to your Cerby workspace.

    2. Click the Log in button of the account card that corresponds to the external apps and has the “Connect your account” status. A dialog box is displayed.

    3. Enter the details of the user account that you have just set up:

      • Account label in Cerby: It is the name of your account in Cerby, which is displayed on the account card.

      • Email: It is the email address associated with your account.

      • Current password: It is the password you have just set for your account.

  3. 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.

  4. Click the Connect account button. The dialog box closes, and a success message box is displayed.
    The account is added to your workspace and displayed in the All Accounts page.

Now you are done.

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