5.5 Assign Users to a Site

Users must be assigned to a private site in order to gain access to it. After assigned, the user accesses the site via the site’s URL. Users who do not have personal pages go directly to the site pages on login.

Open sites allow users to join and leave at any time without approval from an administrator. Restricted sites force users to request membership which is approved by an administer. Private sites only receive new members who are assigned by an administrator either individually or by association.

In the My Sites portlet, under the Available Sites tab, the user can join any open sites or request to join any restricted sites.

Site administrators can assign users to sites in two ways:

  • Directly: Assign users directly to a site by assigning their user account to the site.

  • Indirectly: Assign users indirectly by first assigning them to entities, such as groups, organizations, or locations, then assign these entities to a site. Users who belong to a group, organization, or location that is assigned to a site are also assigned to the site.

All site members, regardless of whether they were assigned directly or indirectly, have access to the same functionalities.

For more information about setting default sites for users, see Section 4.4.2, Default Associations for User Accounts.

HINT:If the list of available users, user groups, organizations, or locations is long, use the Search function to locate specific entities.

5.5.1 Assign Users Directly to a Site

To assign users directly to the site:

  1. In the My Sites portlet, locate the desired site.

  2. Click Actions and select Assign Members next to the site.

    The Users tab displays the users currently directly assigned to the site.

  3. Click Available to view a list of all users.

  4. Select the check box next to the user names to add to the site.

  5. Click Update Associations.

5.5.2 Assign Groups, Organizations, or Locations to a Site

To assign groups, organizations, or locations to a site:

  1. In the My Sites portlet, locate the desired site.

  2. Click Actions and select Assign Members next to the site.

  3. Select User Groups or Organizations.

    The selected tab displays the user groups or organizations currently directly assigned to the site.

  4. Click Available to view a list of all available user groups, organizations, or locations.

  5. Select the check box next to the entities to assign to the site.

  6. Click Update Associations.

5.5.3 Remove Users

Users are able to remove themselves from open sites from the My Sites portlet (Click Actions and select Leave). Users are not able to remove themselves from private sites; they must be removed by a site administrator.

Site administrators can remove users from any site. If a user is a member of the site through membership in a group, organization, or location that is assigned to the site, you need to do one of two things:

Removing Users Directly Assigned to a Site

  1. In the My Sites portlet, locate the desired site.

  2. Click Actions and select Assign Members next to a site.

    The Users tab opens.

  3. Click Current.

  4. Deselect the check box next to the names of users to remove from the site.

  5. Click Update Associations.

Removing A Group, Organization, or Locations Assigned to a Site

  1. In the My Sites portlet, locate the desired site.

  2. Click Actions and select Assign Members next to a site.

    The Users tab opens.

  3. Select User Groups or Organizations.

  4. Deselect the check box next to the names to remove from the site.

  5. Click Update Associations.