Inviting someone
1
Type one or more email addresses
2
Choose a role
3
Press Invite. Each person gets an email with a link that opens the admin and asks them to set a password
Roles
Each role includes everything below it. Give someone Viewer when they need to look, comment and follow along, and nothing more: a stakeholder reviewing a private site, a client who wants to see analytics. Give the marketing lead Publisher when they should sign off on campaigns without running the team.
Change a role from the member’s row. Remove with Remove. Both take effect immediately, and removal offers Undo for a moment. You cannot change your own row.
Access requests
Anyone who reaches/admin without access can Request access. Admins get an email linking to the Team pane.
- Approve sends an invitation at the role you pick. It defaults to Viewer: the person asked to see the site. Promote them later if they should edit.
- Deny just records it.
Private site
Switch on Private site and the whole site goes behind sign-in within about a minute. Anyone without access, on any page, is sent to/admin to sign in or request access, and then back to the page they wanted. Switch it off and the site is public again within a minute.
Members of any role can view a private site. Viewer is the role for people who should only view it.
Next steps
Settings
Everything else an admin can change.
Opening the admin
What a new member sees first.