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Access Control

This guide will demonstrate how to add new users and manage their permissions within Site Search.

Site Search accounts have four different permission levels, which are listed in the table below.

Role Description
Owner One user is the owner of the account. The owner can do everything, including change billing details. Only one user can be the owner. If you need to change owners, please read the section on changing ownership.
Admin Users with the admin role can edit documents, manipulate search results, create and destroy Engines, and invite users to the account. However, admins cannot change billing details.
Editor Users with the editor role can edit documents and manipulate search results, but cannot create or destroy Engines or invite new users to the account.
Viewer Users with the viewer role have access to the Site Search dashboard and can receive email reports, but they cannot edit documents or manipulate search results.

Changing Ownership

If you need to change the owner of an account, the existing owner must email our support team to make the request.

For security, we must have email verification from the existing owner to change ownership.

If the owner is no longer part of the team, then the team will need to reclaim access to that email address so that ownership can be verified and then changed.

Adding and Managing Users

When you create an account, you are considered the owner. As the owner, you have full access into everything contained within Site Search -- including the ability to add more team members to your account.

Within the top right of the dashboard, click on My Account. From there, select Settings...

Access Control - Click Settings under My Account.
Within the top right of your screen, there is a My Account dropdown menu. Hover over it, then click Settings.

Within Settings, there is a sub-navigation menu that contains: General, Team, and Billing & Usage.

Click on Team.

If you have not already done so, you will be prompted to name your account. This will help your team members identify the account.

Access Control - Provide an account name.
A text input box will appear, requesting that you provide a name for your account.

With a named account, you can then add users by clicking the Invite A Team member button:

Access Control - Invite a team member.
Click on the Invite Team Member button, and then add your team members.

Each new team member must be added via email.

Provide an email and the role you would like to associate with the new team member.

After that, click Invite User:

Access Control - Invite a team member.
Add the email, then select the permissions from the dropdown menu. Permissions are explained at the bottom of the screen and top of this document.

All invitations will appear within the Team menu. You can resend or revoke emails if need be. If someone is having trouble receiving their email, perhaps it is being caught by an aggressive spam filter? Check there!

Access Control - Invitations in waiting...
Once invited, you can either resend or revoke the invitation.

Once an invitation has been accepted, you can edit the user to change their role, or remove them from the account:

Access Control - Edit permissions or Remove users.
The menus are pictured -- an invitation has been accepted, one is still waiting.

With this, you can add and remove users and scope their access however you see fit.

Happy searching!


Stuck? Looking for help? Contact support or check out the Site Search community forum!