User and role management
This article explains how you can add users to your team in Sitejet, plus how to manage user roles and rights, as well as assign projects to specific team members.
Table of contents
Add team members to the company
To add team members to a company, go to your profile and select "Users". This will take you to the user administration.
Note: The option of adding users to your projects is only available in Team and Agency plans.
Click the "Invite Users" button here to add new users to your team with whom you are working on your projects. Assign roles to your team members to manage their access rights within your projects. You can choose from Admin, Sales, Editor, Design, and Support roles.
User roles and their access rights
In this overview, you will see which roles can access which features:
|See websites assigned to the user||✔||✔||✔||✔||✔|
|See all websites||✔||✔||✔||X||X|
|Change Wishes after Preparation||✔||✔||✔||X||✔|
|Use Feedback Tool||✔||✔||✔||✔||✔|
|Add customer email addresses||✔||✔||X||X||X|
|See customer statistics||✔||✔||✔||✔||✔|
|See customer's E-commerce (CMS)||✔||✔||✔||X||✔|
|See Unassigned mails||✔||✔||X||X||X|
|Change company settings (e.g. Whitelabel)||✔||X||X||X||X|
|Add new website||✔||✔||✔||✔||X|
|Follow a website||✔||✔||✔||✔||✔|
|Edit customer data||✔||✔||✔||✔||✔|
|Create invitation links||✔||✔||✔||✔||✔|
|Create a website as a template||✔||✔||✔||X||X|
|Add new website using a template||✔||✔||✔||✔||X|
|See time tracking||✔||✔||✔||✔||✔|
|Change Profile settings||✔||✔||✔||✔||✔|
Assign projects to a team member
Newly created projects are initially "assigned" to the respective creator. This is important for role management as well as for the filters in the website overview:
As described above, editors only have access to projects assigned to them. So if you want a project you have created to be edited by one of your editors, you need to assign it to them. To do this, proceed as follows:
- Go to the website overview
- Click on the assignee icon which is in the bottom right corner when using the kanban view or in the far right column "To" when using the list view
- Select the desired team member in the displayed list of your team members
You can also assign multiple websites at a time to a team member by using the bulk assign button in the list view:
You now assigned one or more websites to another team member. Depending on the filter settings, the website(s) may no longer be displayed. To display the website(s) again, you can adjust the filter so that the websites of other team members are also displayed. To do so, click on the filter field (shown below) and check the box for the desired team members:
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