Update the role of a workspace member
This article describes how to update the role of a workspace member.
Who can use this feature?
WorkspaceOwners , Super Admins , and Admins
Only supported using the Cerby web app
As a workspace Owner , Super Admin , or Admin , you can update the role of other workspace members through the All members page of the Cerby web app dashboard.
To update the role of a workspace member, you must complete the following steps:
Log in to your Cerby workspace using the Cerby web app.
Select the All members option from the left menu. The All members page is displayed with the Members tab activated.
Select the option from the Workspace role drop-down list that corresponds to the new role of the workspace member:
Super Admin: Performs full workspace access management.
Admin: Invites and manages workspace users.
User: Adds and shares items with other workspace members.
Login-Only: Logs in to accounts and views items as a Collaborator.
A success message box is displayed.
NOTE: For detailed information about roles, read the article How Cerby manages roles.
Now you are done.
Workspace continuity: Reassign a workspace Owner
This section describes the process of reassigning the Owner of a Cerby workspace. This is a critical task, as this user holds the highest management permissions, and workspaces can only have one Owner.
If the current workspace Owner is scheduled for deprovisioning or their account is deactivated, this role must be securely transferred to another active user to ensure workspace continuity.
A workspace SuperAdmin or Admin , or a representative of your organization, you must contact the Cerby Support team for assistance via email at [email protected] or the help chat of the Cerby dashboard. Our team will verify the request and perform the workspace Owner reassignation.
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