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Share an account via a host-guest partnership

This article describes how to share access to your accounts with a guest workspace via a host-guest partnership.

Who can use this feature?

  • Partnership Owners

  • Available to Cerby Automate

  • Only supported using the Cerby web app

As a Partnership Owner from the host workspace, you can share access to your accounts with a guest workspace via a host-guest partnership.

By default, the only user in the guest workspace who receives shared access to your accounts is the guest workspace Admin, and you can assign them the Collaborator or Manager role. With the Manager role, they can request access to these accounts for other guest workspace members. For more information, read the article Request access to an account shared via a host-guest partnership.

IMPORTANT: You can only share via a host-guest partnership the accounts to which you have the Owner role.

To share an account via a host-guest partnership, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace.

  2. Select the Partners option from the left navigation drawer. The Partners page is displayed.

  3. Select your partner from the list in the Your partners section. The partner details are displayed on the main panel.

  4. Click the Share accounts button. The Share accounts wizard is displayed on the Select Accounts and Roles page with a list of accounts, as shown in Figure 1.

    Screenshot of the Cerby web app dashboard. The Select Accounts and Roles page of the Share accounts wizard is displayed on top of the Partners page. A list of account and roles is displayed for you to select
    Figure 1. Select Accounts and Roles page of the Share accounts wizard

  5. Select the accounts you want to share from the list in the Accounts section.

  6. Select the role to assign on the accounts:

  7. Collaborator: With this role, guest workspace members can only log in to the shared accounts.

  8. Manager: With this role, guest workspace members can log in to the shared accounts and request access to these accounts for other members.

NOTE: By selecting the Manager option, this role is assigned only to the guest workspace Admin. Then, they can request access to accounts for other guest workspace members. For more information, read the article Request access to an account shared via a host-guest partnership.

  1. Click the Finish button. The wizard closes, and a success message box is displayed.

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