Who can use this feature?
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 Share an account using the Cerby mobile app
To share an account with other workspace users and teams using the Cerby web app, you must complete the following steps:
Log in to your Cerby 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:
Click the corresponding account card. The account details page is displayed.
Click the Share button located at the top right. A drop-down list is displayed.
Select the Share item option. The Share Access dialog box is displayed.
Enter a user's or team's name in the search bar. The users or teams that match the name are displayed on a list automatically.
Select the corresponding user or team from the list. The user or team is listed in the Members and Teams section.
Repeat steps 4 and 5 to select multiple users or teams.
Select the corresponding user or team role on the account from the Role drop-down list:
Owner: Users and teams can share access and manage the account configuration.
Collaborator: Users and teams can only log in to the account.
NOTE: When you select a user 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.
Now you are done.