Who can use this feature?
Guest Admins and Guest Users
Available to Cerby Automate
Only supported using the Cerby web app
You can access your partner’s items through their Cerby workspace as a Guest Admin or Guest User. In the same way, you can use Cerby to store your own items, such as accounts, secrets, and collections.
As a Guest Admin, you can do the following:
Expand your team: Invite external collaborators from your partner’s side to join as Guest Users within the Cerby local partnership.
Share resources: Add and share items, such as accounts, secrets, or collections, with other local partner members, fostering collaboration.
Manage access: Remove Guest Users from a local partner when needed.
As a Guest User, you can do the following:
Use resources: Create and share accounts, secrets, and collections within the Cerby workspace.
Access resources: Utilize accounts, secrets, apps, and collections to complete tasks on behalf of your partner.
This document describes how to join a local partner in a Cerby workspace and provides some resources you can review to collaborate through Cerby.
Join a Cerby local partner as a guest member
To join a Cerby local partner as a guest member, you must complete the following steps:
Open the Welcome to Cerby email you received. The message contains the following account details you need to set up your account:
Workspace name
Username
Temporary password
Click the Open Cerby button from the email. An authentication waiting page is displayed on a new browser tab.IMPORTANT: Proceed to step 3 right away because, after a few seconds, you are redirected to the authentication page of the identity provider that was set up for the Cerby workspace. You’ll be unable to set up your account on that page; therefore, you must close the browser tab and follow step 2 again.
Click the Log in as a guest user button. The Cerby authentication page is displayed.
Enter the username and temporary password in the corresponding fields. These account details were provided in the message that Cerby emailed you.
Click the Sign In button. The Change Password page is displayed.
Enter the corresponding information in the following fields:
New Password: It is the password you will use to log into Cerby. It must be different from the password you received in the email, following the password policies shown on the page
Enter New Password Again: It is the new password once again
Name: It is your name
Family Name: It is your last name
Click the Send button. The Cerby dashboard and the Terms of service agreement dialog box are displayed. Through this dialog box, you must:
Read the Terms of Service (optional).
Select the I confirm that I have read, consented to, and agreed to Cerby’s Terms of Service option.
Click the Continue button. The dialog box closes.
Figure 1 shows the Cerby dashboard you see as a Guest Admin.
Figure 1. Cerby web app dashboard for Guest Admins
Figure 2 shows the Cerby dashboard you see as a Guest User.
Figure 2. Cerby web app dashboard for Guest Users
Now you’re ready to start using Cerby! For an optimized experience, Cerby recommends all Guest Users complete the following steps from the article How to create and configure a local user workspace:
Related articles
Refer to the following articles to learn more about partners and Cerby items: