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Join a local partner as a Guest User

This article describes how to join an existing local partner as a Guest User after an invite.

Cerby Team avatar
Written by Cerby Team
Updated this week

Who can use this feature?

  • Guest Admins and Guest Users of a local partner

  • Only supported using the Cerby web app

As an external collaborator, you can join an existing local partner in a Cerby workspace to receive shared access to the accounts you need to work with your partner. The process to join a local partner is the same whether you have been assigned the Guest Admin or Guest User role.

You can do the following in the local partnership according to your role:

  • Guest User: You can only view and receive access to accounts that a Host Admin shares with the local partner.

  • Guest Admin: You can invite and manage Guest Users in the local partner and share accounts with them, but only if you were granted the account Manager role.

To join a local partner as a Guest User, you must complete the following steps:

  1. Open the email you received with the invitation to join Cerby. The message contains the following account details you need to set up your account:

    • Workspace name

    • Username

    • Temporary password

  2. Click the Join as a guest button in 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.

  3. Click the Log in as a guest user button. The Cerby authentication page is displayed.

  4. Enter the username and temporary password in the corresponding fields. These account details were provided in the message that Cerby emailed you.

  5. Click the Sign In button. The Change Password page is displayed.

  6. 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.

  7. Click the Send button. The Cerby web app dashboard and the Terms of service agreement dialog box are displayed.

  8. Select the I confirm that I have read, consent, and agree to Cerby’s Terms of Service option.

  9. Click the Continue button. The dialog box closes.

  10. Set up your account and access to Cerby by completing the following steps:

    1. Turn on multi-factor authentication (MFA) for your Cerby user account. For instructions, read the article Turn on 2FA for your Cerby account.

    2. Install the Cerby client apps approved by your company. For instructions, read the article Install the Cerby mobile app and browser extension.

    3. Set up trusted sessions on the devices you will use to access Cerby. For instructions, read the article Set up trusted sessions on your devices.

Now you are done.

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