How does site membership work?
Site membership allows users in your organization to access the work they need, such as templates, actions, courses, and more. You can add users directly to individual site levels or add them to a higher parent level so they inherit membership at all levels below. This streamlines the process of providing users with access so that they can only see what's relevant to them.
You can create rules that automatically add or remove users from sites based on custom user fields, so you don't have to update site membership manually.
Ways to add site members
You can add site members in 7 different ways:
Add via the site list: This is the best way to add multiple members to a single site or level.
Add via a user's profile: This is the best way to add a single user to multiple sites or levels. This method requires the "Platform management: Users" permission.
Add via a site or level's profile: This is an alternative way to add multiple members to a single site or level.
Add in bulk via the site list: This is the best way to add multiple members to multiple levels.
Add in bulk via the site matrix: This is an alternative way to add multiple members to multiple levels.
Add via CSV upload: This is an alternative way to add multiple members to multiple levels.
Add via membership rules: This is a way to automatically add users as site members using rules based on their custom user fields.
Users in groups with rule-based membership can only be added or removed by managing the rules.
Add site members
When updating existing sites via CSV, leave the members column unchanged to avoid adding or removing current site members.
You can also add or remove users from sites when bulk managing users via CSV or Excel.
