Source CMS provides the option to invite users to an organization.

Use the following steps to invite a user to an organization:

1. Log in to Source CMS to open the Sites Dashboard.

2. Click the Users tab.
3. Click Invite Users to add a user.

4. Select the appropriate role that you want to assign to the user.

   The following roles are available:

   • Administrator: Users with this role are granted administrator access to all sites.
   • Team Member: Users with the Team Member platform-role are granted the Member site-level role for sites assigned to their respective teams.

5. Click Continue.

   Source CMS sends the user an invitation email with a link and shows their username in the Users list with a Pending status. The status changes to Active when the user accepts the invitation.

Source CMS provides the option to invite users to an organization.

Use the following steps to invite a user to an organization:

1. Log in to Source CMS to open the Sites Dashboard.

2. Click the Users tab.
3. Click Invite Users to add a user.

4. Select the appropriate role that you want to assign to the user.

   The following roles are available:

   • Administrator: Users with this role are granted administrator access to all sites.
   • Team Member: Users with the Team Member platform-role are granted the Member site-level role for sites assigned to their respective teams.

5. Click Continue.

   Source CMS sends the user an invitation email with a link and shows their username in the Users list with a Pending status. The status changes to Active when the user accepts the invitation.

   Note

   After users are invited through the Sites Dashboard, you can manage their site-specific roles and permissions. For detailed information about roles and permissions management, visit User Management.