Guide to Managing Team Site Access

Overview

This feature allows administrators to manage team members, their roles, and their access to specific sites within a workspace.

Accessing Team Member Management

• Navigate to the side panel and click on “Team”.
• Here you can view all team members and their respective roles, access status, and the number of sites they are involved with.

Inviting a New Team Member

1. Click the “+ Invite Team Member” button.

2. Enter the new member's email address.

2. Select the role for the new member from the dropdown menu.
3. Choose whether to give access to all websites or specific sites.
   1. If you select All websites, the websites that will be added in the workspace in the future will be shared with the team member as well.
   2. If you select 'Give access to specific sites' you will be redirected to the site selector.
4. Click “Invite” to send out an invitation.

Managing Site Access for Team Members

From the Team entrance of the left-side menu you can get an overview of the people with whom you are sharing your workspace.

1. To manage site access, click the “ X Sites” .

   

2. You will see a list of sites with an “Access” indicator next to each.
3. Click “Allowed” to manage individual access.
4. Use the checkboxes to grant or revoke access as needed.
5. Confirm changes with “Revoke Access” or “Grant Access” buttons as applicable.

Best Practices

• Strongly encourage team members to activate 2FA to ensure account security.
• Regularly review access permissions for each team member to maintain appropriate access levels and site security.
• Use specific site access for contractors or team members who do not need full access.