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
This article describes how to share an account using the Cerby mobile app. To learn how to share an account using the Cerby web app, read the article Share an account.
To share an account using the Cerby mobile app, you must complete the following steps:
Open the Cerby mobile app on your mobile phone.
Log in to your Cerby workspace.
Tap the corresponding account card. The account details screen is displayed.
Tap the Share account (
on Android or
on iOS) icon located at the top right of the screen.
The Share Account screen is displayed on Android.
Select the Share item option. The Share Access dialog box is displayed.
The Share Item screen is displayed on iOS.
Enter the member or team's name 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 5 and 6 as necessary to select multiple members or teams.
Select the corresponding member or team role on the account from the 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.
Tap the Share account button on Android or the Share button on iOS. The screen closes, and a success message box is displayed.
Now you are done.