Who can use this feature?
Workspace Owners, Super Admins, Admins, Users, and Guest Users
Account Owners
Only supported using the Cerby web app and the Cerby mobile app
NOTE: For the Cerby mobile app, read the article Update a user’s role on an account using the Cerby mobile app
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:
Log in to your corresponding Cerby workspace.
Click the Settings () icon of the corresponding account card. The account details page is displayed with the Settings tab activated.
Activate the Members tab. The User Overview section is displayed with a table of users who have shared access to the account.
Select the option from the Cerby role drop-down list that corresponds to the new role on the account:
Owner: Members can share access and manage the account configuration.
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.