Join Cerby from a guest user invite

This article describes how an external collaborator can join a Cerby workspace from a guest user invite sent to their email.

Who can use this feature?

• Workspace Guest Users

• Supported using the Cerby web app

As a guest user, you receive an email to set up your Cerby account and join a workspace through the web app.

To join Cerby from a guest user invite, you must complete the following steps:

1. Open the message Cerby sent to your email address. The message contains the following account details you need to set up your account:

   • Workspace name

   • Username

   • Temporary password

2. Click the Open Cerby button from the message. An authentication waiting page is displayed in your web browser IMPORTANT: Proceed to step 3 right away because, after a few seconds, you are redirected to the corporate identity provider’s login page. You cannot set up your account on that page; therefore, you must close the browser tab and follow step 2 again.

3. Click the Log in as guest user button, as shown in Figure 1.

   

   Figure 1. Authentication waiting page

The Cerby authentication page is displayed.

1. Enter the username and temporary password emailed by Cerby in the corresponding fields, as shown in Figure 2.

   

   Figure 2. Username and Password fields in the Cerby authentication page
2. Click the Sign in button. The Change Password page is displayed, as shown in Figure 3.

   

   Figure 3. Change Password page
3. Enter a new password for your Cerby account and your profile information in the corresponding fields:

   • New Password

   • Enter New Password Again

   • Name

   • Family name

4. Click the Sign in button. The Cerby web app dashboard is displayed.

Now you are done. For an optimized and secure experience, Cerby recommends all guest users complete the steps from the article How to create and configure a local user workspace:

1. Install the Cerby mobile app and browser extension

2. Turn on MFA for your Cerby account