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Managing site members

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 weeks ago

Once you've created a site, you'll want to make sure others can see it. We would recommend that you set someone else up as an administrator as well.
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Within the site, the option to Manage Members is available on the right-hand side. Clicking this will show a list of all Members within that site.

  • An Administrator has full access to the site and can manage the site members.

  • A Contributor has full access but can only delete tasks and documents they created.

  • A Read Only user can only view tasks or documents, or delete tasks or documents they've created in the past.


To add a new internal member from within your organisation

  1. Click Invite People on the right of the page.

  2. Start typing or Click the magnifying glass which will show a list of everyone who is in the organisation and from there select the users to add.

  3. Click Finish.


Altering Roles

  1. Click Actions.

  2. Select Set Site Role to give the user an alternative role.

  • Once the role is assigned to a user, the user will be able to see their role underneath their names in the Members section.

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