Cerby

- Workspace Owners, Super Admins, Admins, Users, and Guest Users
- Account Owners
- Supported using the Cerby web app and mobile app. For the Cerby mobile app, read the article <a href="https://help.cerby.com/en/articles/9715128-share-an-account-using-the-cerby-mobile-app">Share an account using the Cerby mobile app</a>

To share an account with other workspace members and teams using the Cerby web app, you must complete the following steps:

Log in to your <a href="https://app.cerby.com/" rel="nofollow noopener noreferrer" target="_blank">Cerby</a> workspace.

Click the Share account () icon that appears when hovering over the corresponding account card. A drop-down list is displayed.

Select the Share item option. The Share Access dialog box is displayed.

TIP: You can also open the Share Access dialog box by performing the following actions:

1. Click the corresponding account card. The account details page is displayed.
2. Click the Share button located at the top right. A drop-down list is displayed. 
3. Select the Share item option. The Share Access dialog box is displayed.

Enter the name of the member or team in the search bar. The members or teams that match the name are displayed on a list automatically.

Select the corresponding member or team from the list. The member or team is listed in the Members and Teams section.

Repeat steps 4 and 5 as necessary to select multiple members or teams.

Select the corresponding member or team role on the account from the Role drop-down list:

- Owner: Members and teams can share access and manage the account configuration.
- Collaborator: Members and teams can only log in to the account.
 NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section. You can only select the Collaborator role for them.

Customize the message to send when you share the collection in the Message field.

Click the Confirm button. The dialog box closes, and a success message box is displayed.

1. Log in to your <a href="https://app.cerby.com/" rel="nofollow noopener noreferrer" target="_blank">Cerby</a> workspace.
2. Click the Share account () icon that appears when hovering over the corresponding account card. A drop-down list is displayed. 
3. Select the Share item option. The Share Access dialog box is displayed.
 TIP: You can also open the Share Access dialog box by performing the following actions:
 1. Click the corresponding account card. The account details page is displayed.
 2. Click the Share button located at the top right. A drop-down list is displayed. 
 3. Select the Share item option. The Share Access dialog box is displayed.
4. Enter the name of the member or team in the search bar. The members or teams that match the name are displayed on a list automatically.
5. Select the corresponding member or team from the list. The member or team is listed in the Members and Teams section.
6. Repeat steps 4 and 5 as necessary to select multiple members or teams.
7. Select the corresponding member or team role on the account from the Role drop-down list:
 - Owner: Members and teams can share access and manage the account configuration.
 - Collaborator: Members and teams can only log in to the account.
 NOTE: When you select a member with the Login-only role, they are listed in the Login-Only section. You can only select the Collaborator role for them.
8. Customize the message to send when you share the collection in the Message field.
9. Click the Confirm button. The dialog box closes, and a success message box is displayed.

This article describes how to share an account with other workspace members and teams.