Who can use this feature?
Workspace Super Admins and Admins
Only supported using the Cerby web app
As a workspace Admin or Super Admin, you can configure how users capture new account credentials and specify the domains for which the browser extension displays the Add a new account to Cerby dialog box.
With the Prompted autosave setting, Cerby detects login and signup attempts on all or specific domains and prompts all workspace users to save their accounts through the browser extension.
The following are the prompted account autosave settings you can manage:
Turn on Prompted autosave in the workspace
To turn on the Prompted autosave setting in the workspace, you must complete the following steps:
Log in to your Cerby workspace using the Cerby web app.
Select the Settings option from the left menu. The Workspace Configuration page is displayed with the General tab activated.
Activate the Extension settings tab. The Prompted autosave left tab is displayed activated.
Activate the switch in the Prompted account autosave for allowed and excluded domains section to turn on the Prompted autosave setting for all workspace users. The following occurs:
A success message is displayed.
The information about the user who modified the setting, the date, and time is updated.
The Select your domain preferences for the prompted account autosave drop-down menu is displayed. This menu contains the options to configure the domains for which the Cerby browser extension displays the Add a new account to Cerby dialog box:
Autosave accounts for all domains
Autosave accounts only for allowed domains
Exclude domains from account autosave
For more information, read the Manage the domains for Prompted autosave section.
Depending on the option selected in the Select your domain preferences for the prompted account autosave drop-down menu, a field is displayed to search or enter the name of the apps to add to a list of allowed or excluded domains.
Depending on whether you have added allowed or excluded domains, these domains are listed below.
Now you are done.
Manage the domains for Prompted autosave
If the Prompted autosave setting is turned on in the workspace, you can configure which domains Cerby will display the Add a new account to Cerby dialog box. Therefore, users can choose to save their credentials as a new account.
The following are the available options for managing this setting:
Autosave accounts for all domains
The Cerby browser extension will display the Add a new account to Cerby dialog box for all domains where any workspace user enters their login or signup credentials.
Autosave accounts only for allowed domains
The Cerby browser extension will display the Add a new account to Cerby dialog box only for the domains added to the list of allowed domains. To configure this list, read the following sections:
Exclude domains from account autosave
The Cerby browser extension will not display the Add a new account to Cerby dialog box for the domains added to the list of excluded domains. To configure this list, read the following sections:
IMPORTANT: If an app in the list of allowed or excluded domains is also included in the Enforced autosave setting, the Enforced autosave chip appears next to it. In this case, enforced autosave takes priority over prompted autosave, and the account is saved automatically when a user logs in or signs up for an account in that domain. |
Add a domain for Prompted autosave
After turning on the Prompted autosave setting and selecting the option to allow or exclude domains, as described in the Manage the domains for Prompted autosave section, you can start adding domains to their corresponding lists.
To add a domain for the Autosave accounts only for allowed domains or Exclude domains from account autosave option, you must complete the following steps:
Log in to your Cerby workspace using the Cerby web app.
Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.
Activate the Extension settings tab. The Prompted autosave left tab is displayed activated.
Click the Search for your app or type the domain field.
Enter the domain you want to add in the field. As you type, the search narrows down the results, updating the list of matches in real time.
Select the domain you want to add. The domain is added to the allowed or excluded list below.
Repeat steps 4 to 6 as needed to add multiple domains.
Now you are done. If you added an allowed domain, Cerby will display the Add a new account to Cerby dialog box the next time any workspace user logs in or signs up for an account in this domain. If you added an excluded domain, Cerby will display the dialog box for all domains, except for the one in the excluded list.
Remove domains from Prompted autosave
When you already have a list of allowed or excluded domains for the Prompted autosave setting, you can remove them according to your organization's needs.
To remove one or multiple domains from Prompted autosave, you must complete the following steps:
Log in to your Cerby workspace using the Cerby web app.
Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.
Activate the Extension settings tab. The Prompted autosave left tab is displayed activated.
(Optional) Narrow down the list of domains to remove by using the following alternatives:
Search for the domain you want to remove from the list by clicking the Search () icon, which displays the search field. As you type, a list of all matches is displayed below in real time.
Sort the list by recently added, earlier added, A to Z, or Z to A by clicking the Sort by ( ) icon next to the search field.
Remove one or multiple domains as follows:
One domain
Click the Remove from list () icon on the right side of the domain name. A success message appears, and the domain is removed from the list.
Multiple domains
Select the domains you want to remove from the list. A menu is displayed at the bottom of the page indicating the number of domains you have selected.
TIP: To deselect all domains, you have two alternatives in the menu at the bottom: the Deselect all button and the Close selection (
) button, which also closes the menu.
Click the Remove from list option in the menu at the bottom. A success message appears, and the selected domains are removed from the list.
Now you are done.