User management

Overview

Sitefinity Cloud enables you to manage the users in your organization through the Sitefinity Cloud Management portal. There you can invite new users to the Management portal, as well as to the different Sitefinity environments. You can also change the permissions of existing users and remove users. 

PREREQUISITES: The user management is accessible only to users with Manage Users permission. 
If you see an error message when trying to access the Users page, you should contact a user within your organization that has admin permissions and request access.

Users grid

To access the user management, in the left of the Management portal, click Users.
When you open the Users page, you can see the list of users. These are all the users that are currently part of the Azure Active Directory for your project. You can filter the users by name and email.

For each user in the list, you can: 

  • View user permissions
    In the Permissions column, you can see the permissions that each user has in the Management portal. 
  • View user roles
    In the Sitefinity Roles per Environment column, you can see the roles that each user has for each Sitefinity environment. 

The following screenshot is an example of the Users page:

Cloud1

Invite new users to your project

To invite new users to the Management portal, perform the following:

  1. Open the Users page and click Invite new users button.
    The Invite new users dialog box appears.
  2. In the Users input field, type the emails of one or more users.
  3. In the Permissions dropdown box, select the permissions that you want the new users to have in the Management portal.
  4. In section Sitefinity Roles per Environment, for each environment, select the roles that the user will have in Sitefinity backend. 
    You can assign users to roles for one or more environments. 
  5. Click Invite new users.
    The new users appear in the list of users.

NOTE: You can add the users both to the Management portal and to Sitefinity backend. You can also add them only to the Management portal, or only to the Sitefinity backend. If you give the user only Sitefinity roles, they will not have any access to the Management portal.

Change the roles of an existing user

You can change the roles of an existing user in the following way:

  1. Open the Users page and open the More… menu of the user that you want to edit.
  2. Click Change roles
  3. In the dialog that appears, change the assigned permissions or roles.
  4. Save your changes.

Resend invitation

If the invited user has not yet accepted the invitation, you have the option to resend the invitation email. 
To do this, for the respective user, open the More…. menu and resend the invitation.

Remove an existing user

If you want to remove an existing user from your project, perform the following:

  1. Open the Users page and open the More… menu of the user that you want to remove.
  2. Click Remove and confirm the deletion.

The user is removed both from the Management portal for the project and from the Sitefinity backend for all environments of the project.

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