Who can use this feature?
App integration Owners
Available to Cerby Automate
Only supported using the Cerby web app
As an App integration Owner, you can invite new members to join your seat-based and paid social apps via an automation task triggered from Cerby, using a Cerby-managed identity. To do so, you must complete the following steps:
Log in to your corresponding Cerby workspace.
Select the Apps option from the left navigation drawer. The Apps view is displayed.
Click the Settings icon of the corresponding app card. The app details page is displayed with the Settings tab activated.
Activate the Members tab.
Click the Invite users button from the User Overview section. The Send Invite to Join <app name> wizard is displayed.
Enter the name or email address of the user in the search bar. The users that match the name or email address are displayed on a list below the search bar.
Select the corresponding user from the list. The Members section is displayed with the user you selected.
TIP: Repeat steps 4 and 5 to invite multiple users.
Select the corresponding role of the users on the app from the Role drop-down list:
Owner: This role enables sharing access and managing the app settings in Cerby.
Collaborator: This role enables only logging in to the app.
Select the corresponding access role of the users for the app from the Grant access role for <app name> section.
NOTE: Access roles are different depending on the app’s native roles and permissions.
Click the Send invites button. The wizard closes, and a success message box is displayed. New members are displayed in the table of the User Overview section.
An invite is sent automatically via email to the users to set up their account in the app and connect their user account to Cerby.
NOTE: If the automation 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: Invite new app members manually.
Invited users must accept the invite, create their user account in the app, and connect this account to Cerby. For instructions, read the Join the app and connect it to Cerby section.