[Video] How to join a local partner as a guest user

This video shows how to join a workspace as a guest user from a local partner invite.

Key concepts

• A local partner enables Guest Users to join a subgroup or organization within a workspace to receive shared access to the accounts they need for collaboration.

• Guest Admins of a local partner must follow the process to join a workspace as Guest Users.

• After joining a Cerby workspace, all Guest Users must set up a trusted session for their devices and turn on multi-factor authentication (MFA). For instructions, read the following articles:

  1. Set up trusted sessions on your devices

  2. Turn on MFA for your Cerby account

• Access to accounts shared by Host Admins via a local partner is granted as follows:

  • Guest Admins are granted the Collaborator or Manager role on the accounts. As Managers , they can share these accounts with other Guest Users. For instructions, see the video How to share an account via a local partner.

  • Guest Users are only granted the Collaborator role.