Add a host-guest partnership | Cerby Help Center

This article describes how to add a host-guest partnership to share access to your accounts with external parties.

Written by Cerby Team

Updated over a year ago

With Cerby, you have a secure and controlled way to collaborate with external parties through a host-guest partnership.

This feature helps you and your company support sharing access to accounts with members who don't belong to your domain (contractors, agencies, partners, vendors, or clients) while retaining complete control over these accounts and gaining visibility on their usage.

A host-guest partnership is a connection between existing host and guest workspaces managed by their respective Admins. This connection is established via a request sent from the host workspace and accepted by the guest workspace Admin.

Any user from the host workspace can add this type of partnership, and they automatically become the Partnership Owners, a role that enables them to perform management tasks over the partnership.

When sharing an account with the guest workspace, Partnership Owners can assign one of two roles:

This article describes how to add a host-guest partnership.

Requirements

The following are the requirements to add a host-guest partnership:

Add a host-guest partnership

As a user from the host workspace, regardless of your workspace-level role, you can add a host-guest partnership. The process involves sending a partnership request that must be approved and accepted by the corresponding Admin in the host and guest workspaces.

To add a host-guest partnership, you and your partners must complete the following main steps:

The following sections describe each main step.

1. Send the partnership request

As a user from the host workspace, you must complete the following steps to send the partnership request:

The next step is 2. Approve the partner request in the host workspace.

2. Approve the partner request in the host workspace

As a host workspace Admin, you must complete the following steps to approve the partner request:

The next step is 3. Accept the partner request in the guest workspace.

3. Accept the partner request in the guest workspace

As a guest workspace Admin, you must complete the following steps to accept the partner request:

Now you are done. It’s time to start using all the supported features of the host-guest partnership.

Use the host-guest partnership

The following are the supported features of the host-guest partnership you can use: