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.

Who can use this feature?

• WorkspaceOwners , 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 can share accounts, manage access and account configuration, and view passwords through the user interface (UI) and API responses.

   • Collaborator: Teams can only view passwords through API responses for login through Cerby, and their access through the UI is restricted.

8. Tap the Save button.

Now you are done.