Manage Access

Learn how to manage access for your team and partners

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There are two ways to do this. Admins can see the account-wide view from the People page, where they can set what any person or group can reach. On an individual site or page, anyone with manager access to it can control who gets invited.

There are two places you can manage access from, and it's worth knowing which suits the job.

From the People page, admins can set access for a person or a whole group without opening a site first. Open their profile, and you can see everything they can reach and change it in one place. This is the quickest route when you're setting someone up from scratch, or reviewing what a group can already see.

From the access manager on any site or page, you can invite people and groups while you're already there. Admins and managers can both work this way, and it's the better option when you're sharing one specific thing.

Everything below walks through the access manager.

You can choose to share individual pages, or your entire site, depending on your needs. Admins can manage access via the People page and the access manager. Managers can only do this via the access manager on the pages they’re a member of. This tutorial walks through how the access manager works, to learn about the People page, click hereTo share something, click on the “Manage Access” icon in the toolbar and the Access Manager will pop up.

When you open the Access Manager, you’ll land on the Site Access view by default. To set access on a specific page or sub-page, navigate to it in the sidebar, then click the one you’d like to share.

There are lots of different ways you can share with others. Share with:

Click the search bar and start typing the name or email of the person you’d like to invite. If they’re already a member of the account, they’ll appear in the dropdown list as you type. If they aren’t yet on the account, type their complete email address.

Choose what they’re able to do by selecting a role from the dropdown—manager, editor, or viewer [Learn more about roles →] and then hit the return key to send the invite. They’ll receive an email with the invitation and can join from there.

💡If you invite someone new, they’ll show as “Pending” in the Access Manager until they accept the invite.

Groups are made up of people who all have the same permissions. Search for a group, set their role, and click on the group name to invite them to your site. Learn more about groups →

Select “All Members” from the dropdown to invite everyone on your account to the site. All members will be added with the same role.

If you’d prefer to customize roles, rather than inviting everyone in bulk, you can create groups on the People page, or invite people directly.

In the role selector dropdown beside a person or group, click “Remove Access”

When you give someone access to a site or top-level page, that access level automatically applies to all pages and sub-pages beneath it. This is called inherited access. It’s a quick way to give people access without having to set permissions on every page.

You can view inherited access in the Access Manager, directly beneath Direct Access.

In this example, the Brand & Creative group, and Ciara, have access to the Sip Into Summer campaign because they have access to the Brand Site, Brynn has access because they have access to Toolkits, which is the parent page.

You can turn off inherited access for a page by clicking the toggle beside it. This will also restrict access to any of its sub-pages. You can still invite people directly if you need to.

You can see who has access to a page or site by checking the list of names and emails in the Access Manager. The list is organized by category—groups, individuals, pending invites, and inherited access, so it’s easy to scan.

Admins can also view everyone on the People page, where they can manage users across the account and create groups.

Admins and page editors can view a page even when it’s in draft. Viewers, on the other hand, will only see the page once it’s been published—even if they’ve been invited.