Update a guest member's role in a local partner

This article describes how to update a guest member’s role in 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

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As a Host Admin or Guest Admin of a local partner, you can update a guest member’s role to grant them the permissions they need to streamline collaboration.

The following rules apply when updating roles:

• Host Admins and Guest Admins can update the role of Guest Users to Guest Admins and vice versa.

• Guest Admins can downgrade themselves to Guest Users.

To update a guest member’s role, you must complete the following steps:

1. Log in to your 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 partners’ members and their roles are displayed.

5. Click the role of the user you want to update. A drop-down menu is displayed with the following options:

   • Guest User: They can only view and receive access to accounts that a Host Admin shares with the local partner.

   • Guest Admin: They can invite and share items with other Guest Users to whom they were granted the account Manager role.

6. Select the new role. A success message box is displayed.

Now you are done.