Who can use this feature?
Business hub Owners
Only supported using the Cerby web app
As a business hub Owner, you can add users to your external seat-based and paid social apps via an automated task triggered from Cerby.
The process of adding users involves sharing the business hub integration in Cerby, and you can share it with one or multiple users and teams at the same time.
During the share, you specify the role for both users and teams on the business hub integration (Owner or Collaborator) and the native app role (it varies according to the app), including assets if supported.
After completing the share, Cerby triggers an automated task to invite the specified users and team members individually to join your external app.
MPORTANT: To start protecting and managing user access from Cerby, the new users must accept the invite, create a user account in the external app, and connect this account to Cerby. For instructions, read the article Join your external app and set up your business hub access.
To add a user to your app via a business hub, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Business Hubs option from the left menu. The Business Hubs page is displayed.
Click the More options (
) icon of the corresponding business hub card. A drop-down menu is displayed.
Select the Settings option from the menu. The business hub details page is displayed with the Settings tab activated.
Activate the Members tab.
Click the Share button located at the top-right section of the page. The Share Access dialog box is displayed.
Enter the name or email address of the user or the name of the team in the search bar. The users or teams that match the name or email address are displayed on a list below the search bar.
Select the corresponding user or team from the list.
Repeat steps 6 and 7 to invite multiple users and teams.
Select the corresponding role of the users and teams on the business hub from the role drop-down menu:
Owner: This role enables sharing access and managing the app settings in Cerby.
Collaborator: This role enables only logging in to the app.
Click the Next button. The Define Access dialog box is displayed.
Select the option of the corresponding access level of the users on the app:
Invite user to <app name>: It means users can join the app with an assigned seat and manage the app settings in Cerby.
Share only business hub in Cerby: It means users can access and manage the app settings in Cerby without assigning a seat.
NOTE: The Share only business hub in Cerby access level is only enabled when selecting Owner as the user’s role.
Click the Next button. The Define App Role dialog box is displayed.
Select the corresponding access role of the users and teams from the Application Role list.
NOTE: Access roles are different depending on the app’s native roles and permissions.
(Optional) Assign the assets to share with the users and teams by completing the following steps:
Click the Next button. The Assign assets dialog box is displayed.
Select the assets you want to grant access to the users and teams.
Select the role options you want to assign to the users and teams:
Partial access: It means users can only perform the selected actions on the asset.
NOTE: The actions that users and teams can perform on an asset differ depending on the app.Full access: It means users can perform all the supported actions on the asset.
Click the Share button. The dialog box closes, and a success message box is displayed. The new users and teams are displayed in the table in the User Overview section.
Cerby triggers an automated task to send invites via email to the users to set up their account to join the app and connect their user account to Cerby.
Now you are done.
NOTE: If the automated task to send invites fails, the corresponding app members are displayed with an Invite failed status, and you must send the invites manually. For detailed instructions, read the article Troubleshooting: Add users to your app manually.