Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Account Owners
Supported using the Cerby web app and mobile app
As an account Owner, you can view the workspace users with shared access to your accounts. The following are the actions you can perform when viewing other users’ access:
The following sections describe each action.
View the users with shared access to an account
To view the users with shared access to an account, you must complete the following steps:
Log in to your Cerby workspace.
Click the corresponding account card. The account details page is displayed with the General tab activated.
Activate the Users tab. The User Overview section is displayed with a table of users who have shared access to the account.
NOTE: To view the list of guest users with shared access, activate the Guest users tab.
The details of each user are displayed in the following columns:
Account members: The user’s name and email address.
Cerby role: The user’s current role. You can update the role by clicking the role description. For more information, read the article Update a user's role on an account.
Shared via: The teams, collections, or business hubs through which the user has been granted access to the account. If access is granted directly, Account is displayed.
If you are the team or collection Owner, you can see its details by clicking the team or collection name.
Last used: The last time and date the user used the account.
Status: The user’s current status in the workspace.
Now you are done.
View the details of a user with shared access to an account
To view the details of a user with shared access to an account, you must complete the following steps:
Log in to your Cerby workspace.
Click the corresponding account card. The account details page is displayed with the General tab activated.
Activate the Users tab. The User Overview section is displayed with a table of users who have shared access to the account.
NOTE: To view the list of guest users with shared access, activate the Guest users tab.
Click the user’s role. A side drawer is displayed with the following user’s information:
The list of accounts, teams, collections, or business hubs through which the user was granted access is displayed.
If the user was granted direct access through the account, you can update their role in this side drawer. For more information, read the article Update a user's role on an account.
If you have the Owner role on the account, team, collection, or business hub, you can revoke the user’s access to the account. For more information, read the article Remove a user’s access to an account.
Now you are done.