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Adding users to a site

Site managers can quickly add users to a site.
You can add any user, either internal to your organization or an external user.
Note: External users can only be added if your SkyVault administrator has enabled the external users panel.
  1. Click Invite to Site in the site you want to add users to, or click Add Users in the Site Members dashlet.

    Tip: You can also open the Add Users page directly from the Site Members page.

    Important: You must be a site manager to add a user.
  2. Enter a search term such as a user name and click Search.

    Tip: You need to enter at least one character. The search is not case sensitive.
    Note: If you don't see any users then try a different search term and check that your SkyVault administrator has created users.
  3. Click Select for each user you want to add.
  4. Set the site role for each user, or use Set all roles to to assign the same role to all users. This controls what the user can do in the site.

    Tip: See User roles and permissions for more about site roles.

    Once you've selected site roles for all the users you've selected, the Add Users button will be switched on.

  5. Click Add Users.

    A message displays showing the number of users you've added. All these users receive an email notification and can now use the site. You can continue to add more users as required.

    Note: This feature is disabled if your installation doesn't support inviting new users. Talk to your system administrator about enabling this feature with the notification.email.siteinvite property. See Outbound SMTP configuration properties for more information.