Who can use this feature?
Workspace Admins and Users with the Manager role on an account
Available to Cerby Automate
Only supported using the Cerby web app
As a guest workspace member with the Manager role on an account shared via a host-guest partnership, you can request access to account Owners from the host workspace.
This request can be accepted or declined; when accepted, the account is shared with the specified guest workspace members.
To request access to an account, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Click the Request share access for this account icon from the corresponding account card in the All accounts view. The Request share access dialog box is displayed.
Enter in the search bar the name or email address of the guest workspace member you want to share the account with.
Select the corresponding member from the list. The user is added to a list below the search bar.
Repeat steps 3 and 4 as necessary.
Select the role to assign to the guest workspace members on the shared 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.
Click the Send button. The dialog box closes, and a success message box is displayed.
An email is sent to the account Owners from the host workspace to inform them about the access request.
IMPORTANT: Access will be granted to the specified guest workspace members only after any account Owner from the host workspace has accepted the request.