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[Video] How to join a local partner as a guest user

This video shows how to join a workspace as a guest user from a local partner invite.

Cerby Team avatar
Written by Cerby Team
Updated over a week ago

Key concepts

  • A local partner enables Guest Users to join a subgroup or organization within a workspace to receive shared access to the accounts they need for collaboration.

  • Guest Admins of a local partner must follow the process to join a workspace as Guest Users.

  • After joining a Cerby workspace, all Guest Users must set up a trusted session for their devices and turn on multi-factor authentication (MFA). For instructions, read the following articles:

    1. Set up trusted sessions on your devices

    2. Turn on MFA for your Cerby account

  • Access to accounts shared by Host Admins via a local partner is granted as follows:

    • Guest Admins are granted the Collaborator or Manager role on the accounts. As Managers, they can share these accounts with other Guest Users. For instructions, see the video How to share an account via a local partner.

    • Guest Users are only granted the Collaborator role.

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