[Video] How to share an account via a local partner

This video shows how to share an account with guest users via a local partner.

[Video] How to share an account via a local partner

Key concepts

• Only Host Admins of an existing local partner can share the accounts they own with a local partner for collaboration purposes.

• By default, the only users on the local partner’s side who receive shared access to the accounts are the Guest Admins , who can be assigned any of the following two roles:

  • Collaborator: Guest Admins can only log in to the accounts through Cerby.

  • Manager: Guest Admins can log in to the accounts through Cerby and share access to them with other Guest Users ; they cannot manage the account details.

The process of sharing an account via a local partner comprises two main steps performed by different users:

1. Share an account with a local partner

2. Share an account with a guest user

The following sections contain the videos of each main step.

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1. Share an account with a local partner

As the designated Host Admin of a local partner, you start the sharing process of an account with a local partner.

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2. Share an account with a guest user

After an account is shared with a local partner and the Manager role is assigned, the designated Guest Admin of a local partner shares the account with other Guest Users.