View the details of a local partner’s guest member

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

Who can use this feature?

• Host Admins and Guest Admins of a local partner

• Only supported using the Cerby web app

As a Host Admin or Guest Admin of a local partner, you can view the details of a local partner’s guest member. For example, the date they joined your Cerby workspace, their email address, role, and the accounts to which they have been granted shared access.

To view the details of a local partner’s guest member, you complete the following steps:

1. Log in to your Cerby workspace.

2. Select the Partners option from the left menu. The Partners page is displayed.

3. Select the corresponding local partner from the Your partners list. The partner details section is displayed.

4. Activate the Users tab. The partner’s members and their roles are displayed.

5. Click the More options () icon on the right side of the corresponding user. A drop-down menu is displayed.

6. Select the View details option. The guest member details page is displayed.

Now you are done.