Sites Dashboard provides options to manage teams and select user roles across multiple sites. Those options enable you to efficiently manage access for large organizations with multiple sites and teams. For example, you can:

• Create teams that represent functional groups in your organization
• Add users to teams with Member roles
• Assign teams to one or more sites

Roles¶

Platform-level roles¶

The following roles are available at the Sites Dashboard level:

• Admin: Users with this role have administrator access to all sites within an organization.
• Member: Users with this role have basic access to all sites assigned to their teams and require additional site-specific roles.

These roles are synchronized with each individual site. If a user has the Admin role in Sites Dashboard, they automatically have the Admin role in all sites within their organization. If a user has the Member role, they also have the Member role within the sites that their teams can access. The permissions that the Member role has within a site is set on a site by site basis.

Site-specific roles¶

The Sites Dashboard team management system works alongside site-specific role management:

• Platform-level (Sites Dashboard): For broad access control across multiple sites.

• Site-specific (Site CMS): For granular control within individual sites.

  Site-specific roles and permissions are managed within the CMS.

The Admin and Member roles from Sites Dashboard are synchronized with each site, but each site can also have its own custom roles for more specific permission management.

From the Users section, you can:

• Create a team
• Add users to a team
• Assign teams to sites
• Remove team access
• Manage users within a team

Teams¶

Teams are groups of users that share similar responsibilities or work on the same projects. For example, Marketing, Content, Development, and Executive teams. Each team can be assigned to one or more sites with consistent roles, streamlining the user management process.

Creating a team¶

Use the following steps to create a team and assign them to specific sites:

1. Log in to Acquia Sites Dashboard.
2. Click the Users tab.
3. Click Teams, and then click Create Team.

4. Enter a team name, and then click Create Team.

   The system creates the team and displays it in the list.

Adding users to a team¶

Use the following steps to invite users to an existing team:

1. Log in to Acquia Sites Dashboard.
2. Click the Users tab.
3. Click Teams.
4. Click the team that you want to edit.
5. Click Invite Members.

6. Enter the email address of the member(s) whom you want to invite to your team, and then click Invite.

   The system sends an email invitation to users to join the team.

Assigning teams to sites¶

Use the following steps to give a team access to a site:

1. Log in to Acquia Sites Dashboard.
2. Click the Users tab.
3. Click Teams.
4. Click the menu icon.

5. Select the sites that you want to assign to the team and click Assign.

   The system provides access to the assigned sites to all members of the team based on their role.

Removing team access¶

Use the following steps to revoke a team's access to a site:

1. Log in to Acquia Sites Dashboard.
2. Click the Users tab.
3. Click Teams.
4. Click the team that you want to edit.
5. Click Assigned Sites.
6. Find the site for which you want to revoke the access.
7. Click Remove.

8. Click Remove to confirm.

   The system redirects you to the Assigned Sites where you can verify the removal.

Removing users from a team¶

Use the following steps to remove a member from a team:

1. Log in to Acquia Sites Dashboard.
2. Click the Users tab.
3. Click Teams.
4. Click the team that you want to edit.
5. Click the team name to view all members and find the user that you want to remove.
6. Click Remove Member.
7. Click Remove to confirm the removal.