Remove a guest member from a local partner

This article describes how to remove a guest member from an existing local partner.

Who can use this feature?

• Host Admins and Guest Admins of a local partner

• Only supported using the Cerby web app

As a Host Admin or Guest Admin of a local partner, you can remove a Guest Admin or Guest User from an existing local partner, which also causes them to be removed from the Cerby workspace.

The following rules apply when removing a guest member:

• Host Admins can remove Guest Users and Guest Admins.

• Guest Admins can only remove Guest Users, and they cannot remove themselves.

• Accounts shared through the local partner are not affected.

To remove a guest member from a local partner, you must complete the following steps:

1. Log in to your corresponding Cerby workspace.

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

3. Select the corresponding local partner from the Your partners list. The partner details section is displayed.

4. Activate the Users tab. The partner’s members and their roles are displayed.

5. Click the More options (...) icon on the right side of the corresponding user. A drop-down menu is displayed.

6. Select the Remove option. The Remove user? dialog box is displayed.

7. Click the Remove user button. The dialog box closes, and a success message box is displayed. The user is removed from the local partner and the workspace.

NOTE: Guest Admins are the only ones who can propagate access to the accounts that Host Admins share with the local partner. So, make sure to designate a Guest Admin if you want to share more accounts with Guest Users through a local partner.

Now you are done.