Cerby

This article describes the key benefits of the Partners feature that enables you to collaborate with external parties through Cerby.

Explore Partners

Cerby Team

Establish a secure and controlled way to collaborate with external parties.

Partners

This article describes how to add a host-guest partnership to share access to your accounts with external parties.

Add a host-guest partnership

This article describes how to remove members from a guest workspace.

Remove guest workspace members

This article describes how to share access to your accounts with a guest workspace via a host-guest partnership.

Share an account via a host-guest partnership

This article describes how to manage access to the accounts you shared with a guest workspace via a host-guest partnership.

Manage access to accounts shared via a host-guest partnership

This article describes how to log in to the accounts you shared with a guest workspace via a host-guest partnership.

Log in to accounts shared via a host-guest partnership

This article describes how to request access to an account shared via a host-guest partnership.

Request access to an account shared via a host-guest partnership

Accept or decline an access request for an account shared via a host-guest partnership

This article describes how to remove a host-guest partnership established with a guest workspace.

Remove a host-guest partnership

This article describes how to track the activity on the accounts shared with a guest workspace via a host-guest partnership.

Track activity on accounts shared via a host-guest partnership

Host-guest partnership

This article describes how to add a local partner to your Cerby workspace.

Add a local partner to your workspace

This article describes how to join an existing local partner as a Guest User after an invite.

Join a local partner as a Guest User

This article describes how to share access to your Cerby accounts with guest members via a local partner.

Share an account via a local partner

This article describes how to log in to an account shared with guest members via a local partner.

Log in to an account shared via a local partner

This article describes how to remove a local partner from your Cerby workspace.

Remove a local partner from your workspace

This video shows how to add a local partner to your workspace for collaboration with external parties.

[Video] How to add a local partner

This video shows how to invite a guest user to an existing local partner.

[Video] How to invite a guest user to a local partner

This video shows how to share an account with guest users via a local partner.

[Video] How to share an account via a local partner

This video shows how to join a workspace as a guest user from a local partner invite.

[Video] How to join a local partner as a guest user

This article describes how to assign a Host Admin to an existing local partner.

Assign a Host Admin to a local partner

This article describes how to invite a Guest User to an existing local partner.

Invite a Guest User to a local partner

This article describes how to update a guest member’s role in an existing local partner.

Update a guest member's role in a local partner

This article describes how to view the details of a local partner’s guest member.

View the details of a local partner’s guest member

This article describes how to remove a guest member from an existing local partner.

Remove a guest member from a local partner

This article describes how to view the guest members with access to an account shared via a local partner.

View the guest members with access to an account shared via a local partner

This article describes how to view the activity in an account shared via a local partner.

View the activity in an account shared via a local partner

This article describes how to update a guest member’s role in an account shared via a local partner.

Update a guest member’s role in an account shared via a local partner

This article describes how to remove a guest member from an account shared via a local partner.

Remove a guest member from an account shared via a local partner

This article describes how to remove an account from a local partner.

Remove an account from a local partner

Local partner

Developer portal

Find answers and get help from Intercom Support and Community Experts

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