At Cerby, members are individuals with a user account to access an organization’s workspace.
When a workspace is connected to an identity provider (IdP), such as Okta or Entra ID, user accounts are synced with the corporate directory. Therefore, their access to Cerby can be automatically granted or revoked by IT admins based on provisioning and deprovisioning events, respectively, in the IdP.
Meanwhile, user accounts in local user workspaces are provisioned by Cerby and managed by IT admins. For more information, read the article How to create and configure a local user workspace.
The All Members page
The All Members page, as shown in Figure 1, contains tables with all the workspace members and guest users. This page is accessible only to workspace Admins, Super Admins, and Owners.
Figure 1. All Members page in the Cerby web app dashboard
The table in the All Members tab provides information about workspace members in the following columns:
Account members: It lists the username and email address of each member.
Workspace role: It lists the workspace role of each member:
Owner
Super Admin
Admin
User
Login-Only
For more information about roles, read the article How Cerby manages roles.
Accounts: It lists a More button for each member to view all the accounts to which the member has shared access as Owner or Collaborator.
Team: It lists a More button for each member to view all the teams to which the member belongs.
Status: It lists the status of the member:
Active: It means the Cerby user account was created and configured.
Pending: It means the Cerby user account was created, but the member has not configured it.
Removed: It means the Cerby user account was removed from the Cerby workspace.
Joined date: It lists the date when each member’s Cerby user account was configured.
Last activity: It lists the date when each member was last active in the workspace.
Unnamed column: The table contains an unnamed column that lists a More options (
) icon for each member with the following options in a drop-down menu:
Export: It exports the member details in a CSV file.
Trigger Universal Logout: It triggers the Cerby Universal Logout feature.
Remove from workspace: It removes the member from the workspace by disabling their user account.
The table in the Guests tab provides information about users with the Guest User workspace role. It contains the same columns as the table in the Members tab, except for Workspace role; additionally, in the More options drop-down menu, you can select the Reset 2FA and Force Password Reset options.
The All Members page also contains a search bar to look up workspace members by their name or email address.
An Export () icon located at the top right of the page enables you to export the information of the members table in a CSV file. For more information, read the article Export the workspace members.