Who can use this feature?
Partnership Owners and account Owners
Available to Cerby Automate
Only supported using the Cerby web app
As a Partnership Owner and account Owners from a host workspace who shared accounts with a guest workspace via a host-guest partnership, you can perform the following access management tasks:
The following sections describe each management task.
See the accounts shared via a host-guest partnership
As a Partnership Owner from a host workspace, you can see the accounts you shared with a guest workspace via a host-guest partnership from the Partners view. To do so, 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.
Activate the Accounts tab from the partner details. A list of accounts is displayed, as shown in Figure 1.
Figure 1. Accounts tab in the Partners view of the Cerby web app dashboard
See the guest workspace members with access to your accounts
As a Partnership Owner and account Owner from a host workspace, you can see the guest workspace members who have access to the accounts you shared via a host-guest partnership in the following two ways:
NOTE: Admins from the host workspace can see all the guest workspace members who have access to accounts shared across every partnership. However, they can only see the shared accounts to which they have access. Account Owners can only see the guest workspace members through the account details page.
The following sections describe each way.
From the Partners view
To see the guest workspace members who have access to the accounts you shared via a host-guest partnership from the Partners view, 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.
Activate the Members tab from the partner details. A list of members is displayed, as shown in Figure 2.
Figure 2. Members tab in the Partners view of the Cerby web app dashboard
From the account details page
To see the guest workspace members who have access to the accounts you shared via a host-guest partnership from the account details page, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated.
Activate the Members tab. A table of members with shared access to your account is displayed.
Update the role on accounts shared via a host-guest partnership
Account Owners from the host workspace can update the role of guest workspace members on the accounts shared via a host-guest partnership. To do so, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Click the Settings icon of the corresponding account card. The account details page is displayed with the Settings tab activated.
Activate the Members tab. A table of members with shared access to your account is displayed.
Select the corresponding option from the drop-down list in the Cerby role column:
Account Collaborator: With this role, guest workspace members can only log in to the shared account.
Account Manager: With this role, guest workspace members can log in to the shared accounts and request access to these accounts for other members.
Remove user access to accounts shared via a host-guest partnership
As a Partnership Owner, account Owner, or Admin from the host workspace, you can remove user access to accounts shared with a guest workspace via a host-guest partnership. To do so, 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.
Activate the Members tab.
Click the More actions icon of the corresponding guest workspace member. A drop-down list is displayed.
Select the Remove option. The Remove member? dialog box is displayed.
Click the Remove member button. The dialog box closes, and a success message box is displayed.
Remove accounts shared via a host-guest partnership
As a Partnership Owner from a host workspace, you can remove an account shared with a guest workspace via a host-guest partnership from the Partners view:
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.
Activate the Accounts tab.
Click the More actions icon of the corresponding account. A drop-down list is displayed.
Select the Remove option. The Remove account? dialog box is displayed.
Click the Remove account button. The dialog box closes, and a success message box is displayed.