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DashboardSite Management

Team Collaboration & Roles

Invite collaborators, assign site roles, manage pending invitations, and transfer site ownership.

The Team dashboard lets you invite collaborators to a specific site, assign them scoped roles, track pending invitations, and — as the site's workspace owner — transfer the site to a different workspace.


Overview

Manage site collaborators by selecting the Team tab in the left sidebar of your Site Management page. The panel header reads "People with access to this site." and shows:

  • Collaborator List: A paginated table of everyone with access — a Member column (name and email) and a Role column.
  • Pending Invitations: Only shown once you have at least one outstanding invite — email address and expiration date, with a count badge.
  • Transfer Site: Only visible to the site's workspace owner, and only if they administer at least one other workspace.

If nobody has been explicitly added to this specific site yet, the Collaborator List shows an empty state: "No site-specific members — Workspace members with full access can already view this site." Anyone with full access to the whole workspace (the owner, or a Workspace Admin) is always able to reach every site in it, whether or not they're added here.

There's a second, lighter way to invite someone to a site: the Collaborators card on the site's Overview tab has its own Invite Collaborator button, which opens a Share {siteName} dialog. Unlike the Team tab's dialog, it can also generate a shareable read-only link instead of emailing a specific person. Both paths ultimately create the same kind of invitation. See the Overview Team Tab for the equivalent workspace-wide member management screen.


Plan Limits

Each role has its own seat quota (see Feature Access) — separate caps exist for how many Site Managers, Site Designers, and Site Viewers a single site can have (Site Admins count toward the Site Manager cap), and a workspace-wide cap on total members that applies even to a site-only invite.


Inviting Collaborators

To invite a new member to this site only:

Click Invite in the panel header.

In the Invite to site dialog ("Add a member to this site only"), enter the collaborator's Email address (placeholder: [email protected]).

Select a Role from the dropdown — only roles scoped to this site (or to both site and workspace) are listed.

Click Send invite. A "Invitation sent" confirmation appears, and an email with a secure signup link is sent to the recipient.

Invitations expire 7 days after they're sent. There's no resend action — if one expires or you need to remind someone, cancel it and send a new invite.


Roles & Permissions

Roles determine what a collaborator can do on this site:

RolePermissions
Site AdminFull control of the site, and the only site role that can remove other members, give someone the Site Admin role, or allow a member to publish. The workspace owner and Workspace Admins are Site Admins, and so is whoever creates a new site.
Site ManagerSite settings, domains, pages, the visual editor, CMS, blog, and forms, and publishes the site once a Site Admin allows it. Can invite members and change roles below Site Admin, but can't remove other members, grant Site Admin, transfer the site, or manage workspace-level billing.
Site DesignerCan use the editor, create and manage pages, add and edit CMS and blog content, manage forms, and publish page updates to staging or production once a Site Admin allows it. Cannot manage domains, site settings, or team members, and can't delete CMS items or form submissions, publish blog posts, or generate a site with AI.
Site ViewerRead-only access to the editor, pages, CMS content, blog posts, and form submissions.

A person's role here is independent of their role at the workspace level — a Workspace Viewer can still hold Site Manager on one specific site if they were invited to it directly.


Changing a Collaborator's Role

Anyone who can manage this site's team (a Site Admin or Site Manager, or a workspace owner/admin) can update another member's role after they've joined. Site Managers can't choose Site Admin or change a Site Admin's role:

Locate the member in the Collaborator List.

Click the Role dropdown on their row and select Site Admin, Site Manager, Site Designer, or Site Viewer.

The change applies only to this site's access. Two rows are always read-only and show plain text instead of a dropdown: your own row (you can't change your own role) and the workspace owner's row (their role can't be modified from here).


Pending Invitations

Sent invites that haven't been accepted yet are listed under Pending Invitations:

  • Each row shows the invitee's email and an Expires {date} line.
  • Click the circular ✕ button on a row to cancel it — the link is deactivated immediately, with no confirmation dialog.

Allowing Members to Publish

The Publishing column shows whether each member can publish editor changes (the site, pages, and header/footer). Only Site Admins publish by default: a new Site Manager or Site Designer starts at Not allowed, and a Site Admin switches it on for the members they trust to publish. A member who isn't allowed keeps editing, but the Publish button is disabled for them and they can't restore old versions (a restore publishes the current draft); a Site Admin reviews and publishes instead.

  • Always — Site Admins and the workspace owner, who can always publish.
  • Allowed / Not allowed — a switch only a Site Admin can change; you can't change your own.
  • Not in role — the member's role can't publish anyway.

The switch doesn't affect blog publishing, theme changes, or settings, SEO, CMS, and form changes, which take effect when saved. It stays as it is when the member's role changes between Site Manager, Site Designer, and Site Viewer; someone moved down from Site Admin starts at Not allowed.


Removing Members

Only a Site Admin (including the workspace owner and Workspace Admins) can remove other members, and they can remove anyone except the workspace owner. A Site Manager sees Remove from site only on their own row, to leave the site. To revoke a collaborator's access to this site only:

Locate the member in the Collaborator List.

Click the ··· menu on the right of their row and select Remove from site.

Confirm in the Remove from site? dialog, which warns "{name} will lose access to this site."

Removing someone who has this site through the workspace (full workspace access, or the Workspace Admin role) closes only this site to them; they keep their workspace role and every other site. To give it back, set a site role for this site under Dashboard → Team → Manage site access, or invite them to the site again. The workspace owner can never be removed.


Transferring Site Ownership

At the bottom of the panel, the workspace owner can move this site to a different workspace they administer:

Click Move to workspace… on the Transfer site card.

This card only appears for the workspace owner, and only if they administer at least one other workspace. Everyone else sees "You need to be an admin of at least one other workspace to transfer this site." instead of the button.

In the Move to workspace dialog, choose a Target workspace from the dropdown (only workspaces you administer are listed).

Review the warning: "The site will be moved to {target}. Members of the current workspace will lose access."

Click Move site to complete the transfer.


  • Overview — Manage workspace-wide members and roles, which automatically carry over access to every site.
  • General Settings — Other site-wide configuration alongside who can access it.
  • Feature Access — The seat limits for each role.