[Video] How to invite a guest user to 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

Key concepts

• Host Admins and Guest Admins of an existing local partner can start inviting guest users to a workspace for collaboration purposes.

• After sending the invite via email, guest users must open the invite and set up their account to join the Cerby workspace. For instructions, see the video How to join a local partner as a guest user.

• A Host Admin can share accounts and secrets with a local partner and assign the Collaborator or Manager role to the Guest Admin. With the Manager role, Guest Admins can share access to the items with other guest users. For instructions on sharing items with guest users, see the video How to share an account via a local partner.

• After joining a workspace, the access of all Guest Users is managed by Guest Admins. For more information, read the article Manage a local partner’s guest members.