Users and roles

Working on your site as a team?
Invite your colleagues or clients: each of them works with the role that suits them.
The Users page manages them.

The Users page

Under the title, the page reminds you of your role on the site.

The Site members card lists everyone on the site, in a table:

• their name, with a round badge showing their initials;
• their e-mail;
• their role, as a badge, or in a drop-down list if you can change it;
• the Manage link, which opens their profile.

The owner is always on the first row, with their Owner badge.
On a phone, the table becomes a list, one person per block.

Further down, depending on the case:

• Access requests and Pending invitations, in cards of the same style;
• Roles and permissions, a reminder of what each role can do;
• Hand over this site, at the bottom of the page, to give the site to another user.

Roles

• Owner: one per site, usually the person who created it.
  They manage the subscription and have every right.
• Administrator: manages the site with the owner (indexing, settings, texts, styles, users).
• Reader: uses the chat and views the site's dashboard and statements, without access to the management pages.

Action	Owner	Administrator	Reader
Manage the subscription and invoices	yes	no	no
See the chat and the dashboard	yes	yes	yes
Change indexing, settings, texts and styles	yes	yes	no
See and invite users, change a role	yes	yes (readers' role)	no
Remove a reader	yes	yes	no
Remove an administrator, hand over or delete the site	yes	no	no

The same user can belong to several sites, with a different role on each.

Adding a user

Users are added through an invitation sent by e-mail:

1. In the Site members card, click Invite a user, at the top right: a window opens.
2. Type their e-mail, then click Continue.
3. Choose their Role on the site, then click Send the invitation.

If the person has no account yet, the window also offers their First name and Last name.
They are optional: the e-mail greets the person by their first name, and their account creation is prefilled.

The invitation

The person receives an e-mail.
The link opens the invitation page, in the same card as the sign-up page.

• Without a DigiSeerDigiSeer account, they check or type their first and last name, then choose their own password.
  They accept the terms, then click Create my account.
• With an account, they click Accept the invitation.

When the account is created, a box also offers the DigiSeerDigiSeer newsletter.
It is unticked by default.
If the person ticks it, they receive an e-mail to confirm the subscription: nothing happens without their click.

The invitation is valid for 7 days.
An expired or already used link shows a clear message: just ask for a new invitation.

Until they answer, the invitation is listed in Pending invitations, with its expiry date:

• Resend sends a new link;
• Cancel deletes it.

Good to know

• Don't worry: removing someone from the site does not delete their account.
• On the Free plan, the site has a single user: inviting and changing a role require a paid plan.
• Without confirmation of your e-mail address, adding users is paused one day after you sign up.

Changing a role

In the Site members card, choose the new role in the person's drop-down list, in the Role column.

• The owner changes every role.
• An administrator, only readers' roles.

Access requests

When someone creates their account from the WordPress admin of a site already linked to DigiSeerDigiSeer, they can ask for access to this site (see Getting started and installation).

• The owner and administrators receive an e-mail.
• The Dashboard shows “An access request for this site is pending.” with the Open the Users page link.

Requests show at the top of the page, in the Access requests card.
The request does come from your site: DigiSeerDigiSeer has checked the plugin key.

To answer it:

1. Choose the person's role.
   The default role is Reader.
2. Click Invite: the person receives an invitation.
   Otherwise, click Decline.

Handing over a site

The owner can give their site to another user of the site.
That person becomes its owner and manages the subscription.
You stay an administrator.

1. At the bottom of the page, in the Hand over this site card, click the Hand over this site button.
2. Choose the future owner among the site's users, click Continue, then Confirm.
3. They receive an e-mail, valid for 7 days, and click Accept and become the owner.

After acceptance

• The site then counts in their plan, their subscription applies to it.
• This month's usage is on their statement.
• Accepting is refused if their plan has no room left for a site.
• The former owner stays an administrator of the site and is notified by e-mail.

Meanwhile

• The Hand over this site card shows the pending handover.
• Cancel the handover cancels it.
• The person must already be a user of the site: invite them first if needed.

If the owner cannot hand over the site (deleted account, for example), the DigiSeerDigiSeer team can change the owner: it sees the Change the owner card instead.
Ask for it from the Support page.

Agencies

Managing sites for your clients?
Give each of them Reader access to their own site: they see the chat, the dashboard and their site's statements, but not your invoices.