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Add an account to Cerby in the mobile app

This article describes how to add an account to Cerby from your mobile app.

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Who can use this feature?

  • WorkspaceOwners , Super Admins , Admins , Users , and Guest Users

  • Supported using the Cerby web app, browser extension, and mobile app

  • IMPORTANT: If you use local vaults, you must have already set up at least one trusted sessionarrow-up-right on your devices.

To add an account manually using the Cerby mobile app, you must complete the following steps:

  1. Open the Cerby mobile app on your mobile phone.

  2. Log in to your Cerby workspace.

  3. Tap the Add button from the bottom navigation bar. The Select a category screen is displayed with a list of item types.

  4. Select the Account option from the list. The Create Account screen is displayed.

  5. Enter your account information in the corresponding fields:

    • Account label in Cerby: It is the name to assign to your account in Cerby, and it will be displayed on the account card.

    NOTE: In iOS, you must enter the name of your account in the Enter a name for this account field.

  • App name or URL: It is the name of the app or service provider to which the account belongs or the login URL. ​

IMPORTANT: Depending on the account type you want to add, the following happens on this input field:

 * **[Managed accounts](https://cerby-test.gitbook.io/cerby-test/support-and-use-cases/explore/explore-accounts)****:** The catalog of managed apps is displayed on a drop-down list when you click the field or as you type. Select the corresponding option.
 * **[Self-managed accounts](https://cerby-test.gitbook.io/cerby-test/support-and-use-cases/explore/explore-accounts):** If the app is not displayed in the list but you access it through its website, you must enter or paste the login URL. For example, <https://www.app.com/login>.
 * **[No URL accounts](https://cerby-test.gitbook.io/cerby-test/support-and-use-cases/explore/explore-accounts):** You can leave the field blank for the apps you access locally, not through a website (such as hardware devices or desktop apps).

  • Username: It is the username you use to log in to your account. Sometimes, the username is your email address.

  • Current password: It is the password you use to log in to your account.

  1. Select optionally an existing collection from the Collection drop-down list to add the account to it.

  2. 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.

  1. Tap the Save account button on Android or Save button on iOS. The screen closes, and a success message box is displayed.

NOTE: You can click the Add Email linked to account or Add Phone number linked to account buttons to display the corresponding input fields. These are optional fields.

Now you are done.

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