Who can use this feature?
Host Admins and Guest Admins of a local partner
Only supported using the Cerby web app
As a Host Admin of an existing local partner, you can share the accounts you own via a local partner to streamline collaboration with external parties. As part of the sharing process, you need the involvement of a Guest Admin to propagate access to your accounts for other Guest Users.
By default, the only users on the local partner who receive shared access to your accounts are the Guest Admins, to whom you can assign the Collaborator or Manager role. With the Manager role, they can share access to these accounts with other Guest Users.
IMPORTANT: Host Admins can only share the accounts to which you have the Owner role.
To share an account via your local partner, you must complete the following main steps:
The following sections describe each main step.
1. Share an account with a local partner
As a Host Admin of a local partner, you must complete the following steps to share an account with a local partner:
Log in to your Cerby workspace.
Select the Partners option from the left menu. The Partners page is displayed.
Select your partner from the list in the Your partners section. The partner details are displayed on the main panel.
Click the Share accounts or Share item button. The Select Accounts and Roles dialog box is displayed.
Select the accounts you want to share from the list in the Accounts section.
Select the role to assign to the Guest Admins on the accounts:
Collaborator: With this role, they can only log in to the shared accounts.
Manager: With this role, they can log in to the shared accounts and share access to these accounts with other Guest Users.
Click the Finish button. The wizard closes, and a success message box is displayed.
The next step is 2. Share the account with a Guest User.
2. Share the account with a Guest User
As a Guest Admin of a local partner with the Manager role on an account, you must complete the following steps to share this account with one or multiple Guest Users:
Log in to your Cerby workspace.
Click the Share account () icon that appears when hovering over the corresponding account card. A drop-down menu is displayed.
Select the Share item option. The Share Access dialog box is displayed.
TIP: You can also open the Share Access dialog box by performing the following actions:
Click the corresponding account card. The account details page is displayed.
Click the Share button located at the top right. A drop-down menu is displayed.
Select the Share item option. The Share Access dialog box is displayed.
Enter the username or email of the Guest User in the search bar. The users that match the name are displayed on a list automatically.
Select the corresponding user from the list. The user is listed in the Members section.
Repeat steps 4 and 5 to select multiple users.
NOTE: Remember that you can only select the Collaborator role to assign to other Guest Users on the account.
Click the Confirm button. The Is it ok to share this account? dialog box is displayed.
Click the Confirm button. The dialog box closes, and a success message box is displayed.
Now you are done.