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Update a guest member’s role in an account shared via a local partner

This article describes how to update a guest member’s role in an account shared via a local partner.

Cerby Team avatar
Written by Cerby Team
Updated this week

Who can use this feature?

  • Host Admins of a local partner

  • Only supported using the Cerby web app

As a Host Admin of an existing local partner, you can update a guest member’s role in an account you shared via a local partner. This update doesn’t affect the role of Guest Admins and Guest Users at the local partner level.

To update a guest member’s role in an account shared via a local partner, you must complete the following steps:

  1. Log in to your Cerby workspace.

  2. Click the More options () icon that appears when hovering over the corresponding account card. A drop-down menu is displayed.

  3. Select the View Members option from the menu. The account details page is displayed with the Users tab activated.

  4. Activate the Guest users tab. A table of Guest Users with shared access to your account is displayed.

  5. Click the role of the corresponding Guest User. A side drawer is displayed with the current role of the user and a list of the different role assignments they have been granted on the account.

  6. Select the user’s new role from the Role drop-down:

    • Account Manager: Users can log in to the shared accounts and share access to these accounts with other Guest Users.

    • Account Collaborator: Users can only log in to the shared accounts.

  7. Click the Apply button. The side drawer closes, and a success message box is displayed.

Now you are done.

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