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Managing teams and users

The 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

The Sites Dashboard manages access at the platform level and works alongside each site’s own role management:

  • Platform level (Sites Dashboard): Controls broad access across multiple sites.
  • Site level (Site CMS): Controls detailed permissions within an individual site.

Admin and Member roles from the Sites Dashboard sync with each site, but sites can also define custom roles for more granular permission control.

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. They may also be granted roles within each site.

A user with the Admin role in the Sites Dashboard automatically has the Admin role in all sites in the organization. A user with the Member role also has the Member role in any sites their teams can access. The specific permissions for the Member role are defined separately for each site.

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 Source to open the 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.

Adding users to a team

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

  1. Log in to Acquia Source to open the 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.

    Acquia Source will send 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 Source to open the 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.

Removing team access

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

  1. Log in to Acquia Source to open the 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.

Removing users from a team

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

  1. Log in to Acquia Source to open the 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.

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