Skip to main content

Update user roles in your app via a business hub

This article describes how to update user roles in your external seat-based and paid social apps via a business hub.

Cerby Team avatar
Written by Cerby Team
Updated over 6 months ago

Who can use this feature?

  • Business hub Owners

  • Only supported using the Cerby web app

As a business hub Owner, you can update user roles in your external seat-based and paid social apps via an automated task triggered from Cerby.

IMPORTANT: You cannot update user roles individually if they have shared access to a business hub integration through a team. In this case, you must update the role of the corresponding team. The instructions are different depending on how the teams were created in Cerby:

To update the role of a user in your external app, you must complete the following steps:

  1. Log in to your Cerby workspace.

  2. Select the Business Hubs option from the left menu. The Business Hubs page is displayed.

  3. Click the More options () icon of the corresponding business hub card. A drop-down menu is displayed.

  4. Select the Settings option from the menu. The business hub details page is displayed with the Settings tab activated.

  5. Activate the Users tab. The User Overview section is displayed with tables of users who have shared access to the business hub.

  6. Navigate to the table that lists the users whose role you want to change in your external app.

    NOTE: You can only update user roles after they have accepted the invitation to the external app.

  7. Click the down arrow icon () in the App Access column of the corresponding user. A drop-down menu is displayed with the available roles in the app.

  8. Select or deselect the role options you want to assign or remove.
    ​NOTE: The roles you can select are different for each external app. Cerby imports these native roles and displays them during the process.

  9. Click the Apply button. The drop-down list closes, and a success message box is displayed.

Now you are done.

Important considerations

While the instructions above provide a general guide for updating the user access role, outcomes can vary depending on how access was granted to the business hub integration. The following are important considerations:

  • The process of updating user roles differs based on whether the external applications support weighted roles or not. Cerby manages these updates in the following ways:

    • If the external app supports weighted roles, Cerby triggers the automated task to update the user’s role when a higher role is assigned or the highest role is removed.

    • If the external app doesn’t support weighted roles, Cerby triggers an automated task to update the user’s role to reflect the latest assignment.

Did this answer your question?