With Cerby, you can be part of the engine that shapes the automated jobs you trigger to manage and protect your accounts, as well as seat-based and paid social apps.
Scout is a browser extension that accelerates and enhances the automation job-building process by capturing web interactions. The information Scout captures can lead to better-designed features, smoother task completion, and more user-friendly interfaces, directly benefiting you by making the applications you use more intuitive and efficient.
Figure 1 shows how the Scout browser extension looks.
Figure 1. The Scout browser extension popup on top of a web browser
To start using Scout, you must request access from a Cerby workspace Admin or Super Admin to receive a Cerby API key. When authorized, you can open Scout to capture your interactions in a specific browser tab.
The following are the account and user management tasks you can capture so that the Cerby team builds the corresponding automation:
Account management tasks
Log in to your account: Navigate to your app’s login page and authenticate.
Update your account's password: Access the account settings page and update your password.
Reset your account's password: Reset your account’s password when you’ve forgotten it or need to regain access to your account.
Check for updates: Access your seat-based or paid social app and view the table of users with a seat in your app and access to your assets.
Account security tasks
Turn on multi-factor authentication (MFA): Navigate to your account security settings page and turn on MFA using Cerby.
Turn off MFA: Navigate to your account security settings page and turn off MFA using Cerby.
User management tasks
Invite a user: Add a new user to a seat-based app.
Update a user’s role: Update the role of a user or group (usually performed by an app admin) in your app.
Remove a user: Remove access of an existing user from an app (usually performed by an app admin).
IMPORTANT: Scout doesn’t capture or store input values entered in any field. When your organization has enabled this feature, only workspace Admins and Super Admins can authorize Scout. For more information, read the How Scout protects your privacy section. |
How Scout works
Scout captures all your user interface (UI) interactions on a web browser, such as clicks, scrolls, and overall navigation. This information is saved in a scouting report that you send to the Cerby team.
To get started, you must authenticate by providing an API key that you generate in the Cerby web app with the following scopes:
Read automated jobs: Enables reading automated job data.
Write automated jobs: Enables writing automated job data.
After authentication, you must start Scout’s recording and complete an intended task in the current browser tab. All your interactions are captured as they occur, and you can stop the recording at any time.
Before sending the scouting report, you can preview it using the following playback controls:
Play and pause
Progress bar
Full-screen mode
Speed selector
How Scout protects your privacy
When using Scout to capture your UI interactions, Cerby prioritizes the protection of your sensitive information at all times. This section explains how Scout ensures the safety of your data and details what we capture and what we do not.
What information Scout captures
To provide valuable insights while maintaining your privacy, Scout captures user interactions on a webpage, considering the following:
On-demand and tab-specific capture: Scout captures user interactions from the specific browser tab the user specifies and operates strictly on demand. If a user does not actively start Scout, it does not send any data to our servers.
Interaction paths: Scout captures user interactions from the tab, focusing on elements, such as input fields and buttons, where users click. These data points are used to create and automate account and user management tasks.
Playback of web content: Cerby uses the Scout data to replay the web views and user interactions. Scout never records an actual video of the screen or browser tab.
Masked input data: Scout masks all input fields, such as usernames, email addresses, and other sensitive information, ensuring that your private data is not captured or made visible to Cerby.
Scout’s approach protects your privacy and security. It shares only what is necessary to build and automate account and user management tasks.
What information Scout does not capture
Cerby understands the critical importance of privacy and security for our customers; protecting your secrets is what we do best. We designed Scout to collect the necessary data while omitting unnecessary or sensitive fields.
Application credentials: Scout does not capture passwords or other credentials. Masked fields are automatically excluded from capture.
User data entry: Scout does not capture browser input fields.
Headers and cookies: Scout does not capture raw POST data, headers, or cookies.
We recognize that business application administrators have demanding workloads; therefore, our objective is to alleviate that burden. Scout allows us to work asynchronously with our customers on their schedule, not ours. We believe in effective collaboration without asking for direct access to your applications or scheduling support sessions.
Related articles
The following articles contain more information about Scout:
Install the Scout browser extension
Log in to Scout
Scout a task
Log out of Scout