Update a guest member’s role 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.

Who can use this feature?

• Host Admins of a local partner

• Only supported using the Cerby web app

As a Host Admin of an existing local partner, you can update a guest member’s role in an account you shared with a local partner. This update doesn’t affect the role of Guest Admins and Guest Users at the local partner level.

To update a guest member’s role in an account shared via a local partner, you must complete the following steps:

1. Log in to your Cerby workspace.

2. Click the More options () icon that appears when hovering over the corresponding account card. A drop-down menu is displayed.

3. Select the View Members option from the menu. The account details page is displayed with the Users tab activated.

4. Activate the Guest users tab. A table of Guest Users with shared access to your account is displayed.

5. Click the role of the corresponding Guest User. A side drawer is displayed with the current role of the user and a list of the different role assignments they have been granted on the account.

6. Select the user’s new role from the Role drop-down:

   • Account Manager: Users can log in to the shared accounts and share access to these accounts with other Guest Users.

   • Account Collaborator: Users can only log in to the shared accounts.

7. Click the Apply button. The side drawer closes, and a success message box is displayed.

Now you are done.