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Accounts

Save your user login information for a particular application or service provider.

Explore Accounts
Explore the supported automated tasks for your managed accounts
Add an account
Share an account
Save and manage account notes
Add and manage custom fields for your accounts
Update a user's role on an account
Update a team's role on an account
Share items with external users via a link
Remove user access to an account
Remove team access to an account
[Video] How to add an account for a new service
[Video] How to add a managed account
[Video] How to share access to accounts with teammates
[Video] How to see all the users of an account
[Video] How to delete an account from your Cerby workspace and view the account details after deletion
[Video] How to share an account with external users via a public link
[Video] How to add and share an account, and view your account details