How do I edit user access to Sites and Groups in Siteimprove?

Summary

Account owners and administrators can edit user access to sites and groups through either the Manage Sites table or the Users profile settings, depending on whether they are assigning access to sites or groups.

Prerequisites

• You must be an Account owner or Administrator.
• Access to Settings in Siteimprove
• The user(s), site(s), or group(s) already exist in your account

Scenario 1: Edit user access to Sites

Steps

1. Go to Settings > Sites from the main menu.
2. To edit the user access for only one site click the button with the 3 dots on the site that you want to edit the user access for.
3. If you want to give the user access to multiple sites at once, click the "Bulk edit" button on the top left corner of the sites overview.
4. Then select the sites you want to edit and click "Edit user access".
5. Select the user or users needing access. Users that you select will get full access to sites. If a user should get group access only, then this can be set in Settings > Users > Manage users. The user access modal provides a link directly to the user settings, if group access only is needed for the user.
6. To search and select the users you would like to give access, use the filter and search functionality, and the bulk selection when needed. You can filter by tag, role, and access to the selected sites. The filter will lead to only showing the filtered users. You will then, for example, see that you have selected not 0 of 200 users but 0 of 13 users based on your filter. Bulk selecting the users will select all the shown users.
7. Additionally, you can use the sorting options to find specific users. The default sorting option is A-Z (last name).
8. Once you have selected the desired users, either add or remove access to the sites for those users, and save the changes.

The selected users will now have access to the site.

Scenario 2: Edit user access to Groups

Steps

1. Go to Settings > Users > Manage Users from the main menu.
2. Choose the User from the Manage Users table and navigate to the Site and group access tab.
3. Click on the button “ Edit site and group access ” tab.
4. Select the Site the user should have access to using the checkbox on the left.
5. Select the required groups under the Groups column to edit a user’s group access.
6. Click on “ Save changes ”.

Considerations

• Only Account owners and Administrators can change user access to sites.
• Users granted access via the Sites workflow receive full site access unless configured otherwise in user settings.
• Group-level access must be configured through the Users workflow.
• Filtering and bulk selection can significantly speed up managing large numbers of users.

Additional support

If you have any questions regarding site access, feel free to submit a request to the Siteimprove support team and we'll be happy to get back to you.