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Update the app members’ roles

This article describes how to update the role of the members of your seat-based and paid social apps from Cerby.

Cerby Team avatar
Written by Cerby Team
Updated over 9 months ago

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 update the role of the members of your seat-based and paid social apps via an automation task triggered from Cerby. To do so, you must complete the following steps:

NOTE: The roles you can select are different for each app. Cerby imports these native roles and displays them during the process.

  1. Log in to your corresponding Cerby workspace.

  2. Select the Apps option from the left navigation drawer. The Apps view is displayed.

  3. Click the Settings icon of the corresponding app card. The app details page is displayed with the Settings tab activated.

  4. Activate the Members tab.

  5. Click the Edit icon of the corresponding app member in the App Access column. A drop-down list is displayed with the available roles in the app.

  6. Select or deselect the role options you want to assign or remove.

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

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