Who can use this feature?
Host Admins and Guest Admins of a local partner
Only supported using the Cerby web app
As a Host Admin or Guest Admin of a local partner, you can invite one or multiple external collaborators as Guest Users of your workspace. After they join Cerby, you can start granting them access to the accounts they need for collaboration through the local partner.
NOTE: Remember that Guest Users can only view and receive access to items shared with them by account Owners and Managers.
To invite a Guest User to a local partner, you must complete the following steps:
Log in to your Cerby workspace.
Select the Partners option from the left menu. The Partners page is displayed.
Select the corresponding local partner from the Your partners list. The partner details section is displayed.
Click the More options (
) icon located at the top right of the partner details section. A drop-down menu is displayed.
Select the Invite guest users option. The Invite guest user dialog box is displayed.
Enter the email address of the external collaborator in the Email field.
Click the Send Invite button. The dialog box closes, and a success message box is displayed.
Cerby sends an invite through email for the external collaborator to join your Cerby workspace.
Now you are done.