[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.
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:
The following sections contain the videos of each main step.
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.
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.