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Add site members

Learn how to add users as site members via the web app to give them access to site-specific work and content.

What you'll need

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

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click Add user icon on the right-hand side of the site or level's name and select Add users. Add users to sites from the site list via the web app.

  4. In the side panel, click the dropdown menu and select the users accordingly.

  5. Click Done.

  6. Click Save and apply.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click the name of the site or level.

  4. In the Members tab, click Plus iconAdd users to site on the right-hand side and select User (clear) iconAdd users. Add users from a site or level profiles via the web app.

  5. In the side panel, click the dropdown menu and select the users accordingly.

  6. Click Done.

  7. Click Save and apply.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Users.

  3. Click the name of the user.

  4. Click Settings iconSettings on the upper-right of the page.

  5. Select the Sites tab above the "Details" box.

  6. Click Add user to sites on the right-hand side. Add a user to multiple sites or levels via the web app.

  7. In the side panel, click the dropdown menu and select the sites or levels accordingly.

  8. Click Done.

  9. Click Save and apply.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Check the sites' or levels' boxes and click Add user iconAdd users to site on the lower-right corner of the page. Add users to multiple sites or levels via the web app.

  4. In the side panel, click the dropdown menu and select the users accordingly.

  5. Click Done.

  6. Click Save and apply.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click the site or level you want to add group members to.

  4. In the Members tab, click Plus iconAdd users to site on the right-hand side and select Users iconAdd group members. Add group members to sites via the web app.

  5. In the side panel, select the groups whose users you want to add as site members accordingly.

  6. Click Done.

  7. Click Save and apply.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click Site matrix on the upper-right of the page.

  4. In the table, find the user's row and the site column where you want to add them.

  5. Check the boxes under the site name in the user's row. Changes are applied automatically. Bulk add or remove members from sites using the site matrix via the web app.

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click More vertical icon on the upper-right corner of the page and select Upload or cloud up arrow icon.Bulk upload sites (CSV).

  4. Download your site list as a CSV by clicking Download existing site list. Bulk add site members via CSV upload on the web app.

  5. Add site members by entering their email addresses under the "members" column within your CSV, separated using a semicolon and a space, and save your changes.

  6. Drag and drop your CSV file into the "Drag your CSV file here" box or click browse to select the file from your computer directory.

  7. Match your CSV column headers with their corresponding fields, then click Review data.

  8. Confirm that your CSV data has uploaded correctly, then click Save and upload.

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.

Frequently asked questions

If the options to add users and add group members are greyed out, this means you have membership rules set up for the site or the level. To add members for these sites, you would need to edit the rules accordingly.

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