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:
Log in to your Cerby workspace.
Click the More options (
) icon that appears when hovering over the corresponding account card. A drop-down menu is displayed.
Select the View Members option from the menu. The account details page is displayed with the Users tab activated.
Activate the Guest users tab. A table of Guest Users with shared access to your account is displayed.
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.
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.
Click the Apply button. The side drawer closes, and a success message box is displayed.
Now you are done.