Who can use this feature?
Workspace Owners, Super Admins, and Admins
Only supported using the Cerby web app
As a workspace Owner, Super Admin, or Admin, you can add a local partner to your Cerby workspace to streamline collaboration with external parties, such as contractors, agencies, vendors, and clients.
A local partner is a subgroup or organization of guest users inside your workspace to which you can grant access to the accounts they need for collaboration. Additionally, you can delegate the work of inviting guest users to an external collaborator by assigning them the Guest Admin role.
This article describes how to add a local partner to your Cerby workspace.
Requirements
The following are the requirements to add a local partner to your workspace:
The email address of the user from your partner’s side to be assigned as Guest Admin.
The user from your workspace to be assigned as Host Admin for managing the local partner.
Add a local partner to your workspace
To add a local partner to your Cerby workspace, 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.
Click the Add partner button. The Invite your partners dialog box is displayed.
Select the Invite your partners to your workspace option.
Click the Next button. The Enter your partner’s information dialog box is displayed.
Enter the corresponding information in the following fields:
Assign a name for your partner’s company: It is the name of your partner’s company.
Partner’s email address: It is the email address of the first member of your partner’s organization.
Role: It is the role assigned to the first partner’s member. By default, you can only select the Guest admin option.
Assign a partnership host: It is a workspace user who is granted the Host Admin role for managing a local partner and its guest admins and users. You can assign this role to yourself and other users.
Click the Send Invite button. A success message box and the new local partner are displayed. Cerby sends an invitation email to the guest user to join your workspace.
TIP: You can see the Host Admin and Guest Admin listed as members in the Members tab of the local partner details page.
Now you are done.