Who can use this feature?
Host Admins
Available to Cerby Automate
Only supported using the Cerby web app
As a Host Admin, you can share access to Cerby accounts with guest members via your local partner.
By default, the only users on the partner’s side 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 request access to their accounts for other guest members. For more information, read the article Request access to an account shared via a local partner.
IMPORTANT: You 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 steps:
Log in to your corresponding Cerby workspace.
Select the Partners option from the left navigation drawer. The Partners view 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 button. The Share accounts wizard is displayed on the Select Accounts and Roles page with a list of accounts, as shown in Figure 1.
Figure 1. Select Accounts and Roles page of the Share accounts wizard
Select the accounts you want to share from the list in the Accounts section.
Select the role to assign to the accounts:
Collaborator: With this role, guest members can only log in to the shared accounts.
Manager: With this role, Guest Admins can log in to the shared accounts and request access to these accounts for other members.
NOTE: By selecting the Manager option, this role is assigned only to the Guest Admin. Then, they can request access to accounts for other guest members. For more information, read the article Request access to an account shared via a local partner.
Click the Finish button. The wizard closes, and a success message box is displayed.