Skip to main content

Claim access to a business hub and assets

This article describes how to claim access to a business hub and assets shared via a collection.

Cerby Team avatar
Written by Cerby Team
Updated yesterday

Who can use this feature?

  • Workspace Owners, Super Admins, Admins, Users, and Guest Users

  • Collection and business hub Owners and Collaborators

  • Only supported using the Cerby web app

As a business hub Owner or Collaborator, you can claim access to a business hub and assets after they were shared with you via a collection.

The goal of the claim access flow is to let Cerby know you are ready to join the external app. This way, Cerby helps you and your IT admins to prevent invites from expiring.

NOTE: When only claiming access to assets, Cerby invites you both to the external app and to the assets.

To claim access to a business hub and assets, you must complete the following steps after receiving an invite email from Cerby:

  1. Open the invite email that Cerby sent you.

  2. Click the Go to Cerby button in the email. A new browser tab is displayed, redirecting you to the All Accounts page in the Cerby web app dashboard.

  3. Click the account card that corresponds to the business hub and has the “Claim your invite” status. A dialog box for claiming access is displayed.

    NOTE: Collection and business hub Owners who don’t need a seat can skip the process by clicking the Skip button in the dialog box. For more information and instructions, read the section Skip claiming access to a business hub.

  4. Click the Send email invite button. The Review your email dialog box is displayed.
    Cerby adds you to the external app, and you receive an invite email from the external app.

  5. Join the app and set up your business hub access by following the instructions in the article Join your external app and set up your business hub access.

Now you are done.

Skip claiming access to a business hub

Collection and business hub Owners can skip claiming access. This feature is helpful for IT admins who need oversight or want to manage users and access through Cerby but don’t need a license or seat in the external app.

To skip claiming access to a business hub, you must complete the following steps:

  1. Open the invite email that Cerby sent you.

  2. Click the Go to Cerby button in the email. A new browser tab is displayed, redirecting you to the All Accounts page in the Cerby web app dashboard.

  3. Click the account card that corresponds to the business hub and has the “Claim your invite” status. A dialog box for claiming access is displayed.

  4. Click the Skip button. A confirmation dialog box is displayed.

  5. Click the Skip for now button. The dialog box closes, and a success message is displayed.

Now you are done.

Did this answer your question?