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Log in to accounts shared via a local partner
Log in to accounts shared via a local partner

This article describes how to log in to the accounts you shared with guest members via a local partner.

Cerby Team avatar
Written by Cerby Team
Updated over 8 months ago

Who can use this feature?

  • Workspace Users

  • Available to Cerby Automate

  • Supported using the Cerby web app, browser extension, and mobile app

All guest members with shared access to accounts via a local partner can log in to these accounts through Cerby, regardless of their account role (Collaborator or Manager).

Access the accounts as you normally would via the account cards in the dashboard of the Cerby web app, browser extension, and mobile app.

In the Cerby web app dashboard, the accounts shared via a local partner are displayed in the All accounts view with the initial letter of the workspace name beside the app logo, as shown in Figure 1.

Figure 1. Account cards in the Cerby web app dashboard

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