Key concepts
Only Host Admins of an existing local partner can share the accounts they own with a local partner for collaboration purposes.
By default, the only users on the local partner’s side who receive shared access to the accounts are the Guest Admins, who can be assigned any of the following two roles:
Collaborator: Guest Admins can only log in to the accounts through Cerby.
Manager: Guest Admins can log in to the accounts through Cerby and share access to them with other Guest Users; they cannot manage the account details.
The process of sharing an account via a local partner comprises two main steps performed by different users:
The following sections contain the videos of each main step.
1. Share an account with a local partner
As the designated Host Admin of a local partner, you start the sharing process of an account with a local partner.
2. Share an account with a guest user
After an account is shared with a local partner and the Manager role is assigned, the designated Guest Admin of a local partner shares the account with other Guest Users.