Who can use this feature?
Workspace Admins and Partnership Owners
Available to Cerby Automate
Only supported using the Cerby web app
As a Partnership Owner or Admin from both the host and guest workspaces, you can remove 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 the corresponding partner from the list in the Your partners section. The partner details are displayed on the main panel.
Click the More actions icon located at the top right corner of the partner details. A drop-down list is displayed.
Select the Remove partner option. The Remove partner? dialog box is displayed
Click the Remove button. The dialog box closes, and a success message box is displayed.
NOTE: When removing a partner, all access to accounts shared via the host-guest partnership is also removed. Host workspace members with the account Owner role retain access.