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Update the role of a workspace member

This article describes how to update the role of a workspace member.

Cerby Team avatar
Written by Cerby Team
Updated over 5 months ago

Who can use this feature?

  • Workspace Owners, Super Admins, and Admins

  • Only supported using the Cerby web app

As a workspace Owner, Super Admin, or Admin, you can update the role of other workspace members through the All members view of the Cerby web app dashboard.

To update the role of a workspace member, you must complete the following steps:

  1. Log in to your Cerby workspace using the Cerby web app.

  2. Select the All members option from the left navigation drawer. The All members view is displayed with the Members tab activated.

  3. Select the option from the Workspace role drop-down list that corresponds to the new role of the workspace member:

    • Super Admin: Performs full workspace access management.

    • Admin: Invites and manages workspace users.

    • User: Adds and shares items with other workspace members.

    • Login-only: Logs in to accounts and views items as a Collaborator.

A success message box is displayed.

NOTE: For detailed information about roles, read the article How Cerby manages roles.

Now you are done.

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