Managing users
Anyone who needs access to a site is invited to it by email. What they can then see and do is governed separately, by their permissions - see Permissions.
The site's Users tab covers all three, as sub-tabs: Users is membership — who belongs to the site, and this page; Permissions is the permissions table.
Where the portal has user roles:
Between them sits Roles, the roles those people hold here — see User roles.
Each sub-tab has its own address, so one can be linked to and the browser's back button moves between them. A sub-tab you may not see is left out rather than refused.
User states
A user in a site is always in one of three states.
| State | Meaning |
|---|---|
| Active | Can access the site, according to their permissions |
| Invited | Has not yet created a Cloud account. Once they do, they can access the site according to the permissions already set for them |
| Suspended | Cannot sign in or interact with any site |
For portal owners:
Suspension applies across the whole portal rather than to one site, so a suspended user cannot sign in at all. See Administration for managing users above site level.
For readers who are not portal owners:
Suspension applies across the whole of Cloud rather than to one site, so a suspended user cannot sign in at all. Only the portal owner can apply or lift it - ask them if you need a user suspended or restored.
Inviting a user
- On the site's Users tab, select Invite user.
- Enter the user's email address.
You can set the new user's permissions straight away, before they have accepted the invitation - see Permissions.
They receive an email with a link to the site. If they have no Cloud account, they are prompted to create one; if they already have one, they are simply told they have been added to a new site.
Important
Invitation links are valid for seven days. After that the link stops working and the user has to be invited again - select them on the Users tab and choose Re-invite from the options drop down.
Removing a user
- Select the user using the circle to the left of their name.
- Select Remove from the options drop down.
- Confirm by typing their email address.
The site disappears from that user's My Sites list. Their Cloud account survives - a user can still sign in while belonging to no sites at all.