[Video] How to scout user management workflows for your apps

This video shows how to scout user management workflows for your apps to contribute to the building process and refinement of automations.

Key concepts

• Scout by Cerby is a browser extension that accelerates and improves the building process of new and existing automated tasks. This extension captures how you interact with a web browser tab when performing manual business workflows. For more information about how Scout works and scouting tips, read the article Explore Scout.

• The following are the workflows you can scout:

  • Account security

    • Log in to your account

    • Update your account's password

    • Turn on multi-factor authentication (MFA)

  • App user management

    • Check for updates

    • Invite a user to your app

    • Remove a user from your app

    • Update a user's role in your app

This article contains the videos for the app user management workflows.

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Requirements

The following are the requirements to start using Scout for user management workflow scouting:

• The Scout by Cerby browser extension installed. For more information, read the article Install Scout.

IMPORTANT: Your organization must request access to this extension to Cerby because it is privately listed in the Chrome Web Store.

• An active session in the Scout browser extension by logging into it. For more information, read the article Log in to Scout.

• A user account in the seat-based or paid social app with enough permissions (typically with an Admin role) to manage users, groups, and roles.

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Check for updates

This workflow comprises all the steps you complete as an admin to access your seat-based or paid social app and view the table of users with a seat.

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Invite a user to your app

This workflow comprises all the steps you complete as an admin to access your seat-based or paid social app and invite a new user to join your app.

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Remove a user from your app

This workflow comprises all the steps you complete as an admin to access your seat-based or paid social app and remove an existing active user.

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Update a user's role in your app

This workflow comprises all the steps you complete as an admin to access your seat-based or paid social app and update the role of an active user.