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Update a user's role on an account
Update a user's role on an account

This article describes how to update the role of other workspace members on your accounts.

Cerby Team avatar
Written by Cerby Team
Updated over 3 months ago

Who can use this feature?

As an account Owner, you can update the role of other workspace members on your accounts using the Cerby web app. To do so, you must complete the following steps:

  1. Log in to your corresponding Cerby workspace.

  2. Click the Settings () icon of the corresponding account card. The account details page is displayed with the Settings tab activated.

  3. Activate the Members tab. The User Overview section is displayed with a table of users who have shared access to the account.

  4. Select the option from the Cerby role drop-down list that corresponds to the new role on the account:

    1. Owner: Members can share access and manage the account configuration.

    2. Collaborator: Members can only log in to the account.

      IMPORTANT: Users who have received shared access to the same account multiple times appear with the Mixed role status or an information tooltip in the Cerby role column. When clicking the drop-down list, the Change role type dialog box is displayed with each access grant and role. You can only update the role if shared access is via a direct grant to the account or a collection to which you have the Owner role.

      A success message box is displayed.

Now you are done.

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