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Manage the account autosave settings in your workspace
Manage the account autosave settings in your workspace

This article describes how to control the account saving settings for all workspace users.

Cerby Team avatar
Written by Cerby Team
Updated over 6 months ago

By default, the Cerby browser extension displays the Add your account to Cerby dialog box to all workspace users each time they log in or sign up for a website domain. However, workspace Admins may want to limit account creation to all or specific website domains. Furthermore, certain domains may not comply with corporate security policies, leading Admins to exclude them from being saved in the workspace.

As a workspace Admin or Super Admin, you can configure how users capture new account credentials and specify the website domains for which the browser extension displays the Add your account to Cerby dialog box.

The following sections describe each setting:

Turn on or off the account autosave setting in the workspace

Turning on the account autosave settings in the workspace means that Cerby can detect users’ login and signup attempts on all or specific website domains you specify and suggest that they save their accounts through the browser extension. On the contrary, disabling the settings means that they are unavailable for all users.

To turn on or off the account autosave settings in the workspace, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace using the Cerby web app.

  2. Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.

  3. Activate the Autosave settings tab. The Autosave accounts in your workspace page is displayed.

  4. Select whether the account autosave settings must be available for workspace users by performing the following:

    • Activate the Autosave accounts in your workspace switch to turn on the account autosave settings for all workspace users. The following occurs:

      • The information on the user who modified the setting and the date and time has been updated.

      • The For which domains should Cerby suggest autosaving accounts? field is displayed. This field contains the settings to configure the website domains for which the Cerby browser extension displays the Add your account to Cerby dialog box.

      • Depending on the setting selected in the For which domains should Cerby suggest autosaving accounts? field, the Search or type a domain you want to autosave credentials field, and the allowed or excluded domains list are displayed below.
        NOTE: To learn more about these settings, refer to the Configure the website domains for the account autosave settings section.

    • Deactivate the Autosave accounts in your workspace switch to turn off the account autosave settings for all workspace users. The information of the user who modified the setting and the date and time is updated, and all fields below disappear from the page.

Now you are done

Configure the website domains for the account autosave settings

If the Autosave accounts in your workspace setting is turned on in the workspace, you can configure which website domains Cerby shows users' account autosave settings.

To configure the website domains for the account autosave settings, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace using the Cerby web app.

  2. Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.

  3. Activate the Autosave settings tab. The Autosave accounts in your workspace page is displayed.

  4. Select which website domains Cerby shows the account autosave settings in the workspace. The settings are the following:

    • All domains

      • The Cerby browser extension displays the Add your account to Cerby dialog box for all the website domains.

      • The Search or type a domain you want to autosave credentials field, and the allowed or excluded domains list are hidden below.

    • Only allowed domains

    • Exclude specific domains

Now you are done.

Add a specific website domain to the account autosave lists

To add a specific website domain to either the allowed or excluded lists when the Only allowed domains or Exclude specific domains settings are enabled, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace using the Cerby web app.

  2. Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.

  3. Activate the Autosave settings tab. The Autosave accounts in your workspace page is displayed.

  4. Click the Search by app name or domain field. A drop-down list of website domains is displayed.

  5. Enter the domain you want to add in the field. As you continue typing, the search narrows down the results, updating the list of matches in real time.

  6. Select the domain you want to add. The domain is added to the list below.

Now you are done.

Remove website domains from the account autosave settings

You can remove one or multiple website domains from the Only allowed domains or Exclude specific domains lists when the Autosave accounts in your workspace setting is turned on in the workspace.

To remove an allowed or excluded website domain from the list, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace using the Cerby web app.

  2. Select the Settings option from the left navigation drawer. The Workspace Configuration page is displayed with the General tab activated.

  3. Activate the Autosave settings tab. The Autosave accounts in your workspace page is displayed.

  4. (Optional) Narrow down the list by using the following alternatives:

    • Search for the website domain you want to remove from the list by clicking the Search () icon, which displays the search field. As you type in the characters of the domain, a list with all matches is displayed below. As you continue typing, the search narrows down the results, updating the list of matches in real time.

    • Sort the list by recently added, earlier added, A to Z, or Z to A using the Sort by ( ) button next to the search field.

  5. Remove one or more website domains:

    • Individual website domains

      1. Click the Remove from list () icon on the right side of the domain name. A success message appears, and the website domain is removed from the list.

    • Multiple website domains

      1. Select the website 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.

        NOTE: You can perform the following additional actions in the menu:

        • Select all the domains in the list by clicking the Select all option from the menu at the bottom. All the domains appear as selected.

        • Close the menu by clicking de Close selection () button from the menu at the bottom. The menu closes and all the previously selected domains are deselected in the list.

      2. 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.

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