Add a local partner to your workspace

As a workspace Owner, Super Admin, or Admin, you can add a local partner to your Cerby workspace to streamline collaboration with external parties, such as contractors, agencies, vendors, and clients.

A local partner is a subgroup or organization of guest users inside your workspace to which you can grant access to the accounts they need for collaboration. Additionally, you can delegate the work of inviting guest users to an external collaborator by assigning them the Guest Admin role.

This article describes how to add a local partner to your Cerby workspace.

Requirements

The following are the requirements to add a local partner to your workspace:

Add a local partner to your workspace

To add a local partner to your Cerby workspace, you must complete the following steps:

Now you are done.