Add a local user

This article describes how to add a user to a local user workspace in Cerby.

Users with the Workspace Owner and Workspace Admin roles can add users to a local user workspace. To add a user, you must complete the following steps:

1. Select the All members option from the left navigation drawer. The All Members page is displayed.

2. Click the Add member button located at the top right of the page. The Add a team member dialog box is displayed.

3. Enter the email address of the user you want to add.

4. Click the Next button. The user is added to a list in the MEMBER section.

NOTE: To add multiple users, enter each email address individually and press Enter. Each one is added to the list in the MEMBER section.

1. Select the workspace-level role of the user:

   • Admin: They can invite and manage users in the workspace.

   • User: They can add and manage permissions per account.

NOTE: If you added multiple users, the role you select will be assigned to all of them.

1. Click the Send Invite button. The dialog box closes, a success message box is displayed, and an email is sent to the user to join Cerby with a temporary password.

Now you are done.

IMPORTANT: The temporary password expires in 48 hours. After this time, users need a new invite.