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Update a team’s role on an account using the Cerby mobile app
Update a team’s role on an account using the Cerby mobile app

This article describes how to update a team’s role on an account using the Cerby mobile app.

Cerby Team avatar
Written by Cerby Team
Updated over 4 months ago

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 web app instructions, read the article Update a team’s role on an account

As an account Owner, you can update other teams’ roles on your accounts using the Cerby mobile app. The roles you can select for teams are Owner or Collaborator, and this role propagates to all team members.

To update a team’s role on an account, you must complete the following steps using the Cerby mobile app:

  1. Open the Cerby mobile app on your phone.

  2. Log in to your Cerby workspace.

  3. Tap the corresponding account card. The account details screen is displayed.

  4. Tap the right arrow icon from the Teams list within the Sharing section. The View teams screen is displayed.

  5. Select the corresponding team from the list. A menu is displayed at the bottom.

  6. Tap the Update role button from the menu. The list of roles is displayed.

  7. Select the team’s new role on the account:

    • Owner: Teams and all their team members can share access and manage the account configuration.

    • Collaborator: Teams and all their team members can only log in to the account.

  8. Tap the Save button.

Now you are done.

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