Inviting users to a web project

The Invite Web Project Users feature enables you to add users to an existing web project and assign roles to them.

You can invite both individual users and user groups to a web project. Each user invited to a web project is given a sandbox for web content development. When you add a group, each user within that group is given a sandbox.

To change the role of a user already associated with the web project, you must delete the user’s sandbox and then add the user again with the appropriate role assigned.

  1. Navigate to the Sandbox view of the web project you want to work with.
  2. In the Actions menu, click Invite Web Project Users. The Invite Web Project Users page opens.
  3. In Step One, Invite Users, select the users you want to add to this web project and assign roles to them.
    1. Select Users or Groups. In the search box, type the full or partial name of the user/group you want to add and click Search. Leave the search box empty and click Search to return a list of all users. Selecting to display all users may take some time if there are many users in the system.
    2. In the Results list, click to select the users/groups to invite. Use SHIFT to select multiple, consecutive items; use CTRL to select multiple, non-consecutive items. Select multiple users/groups only when you want to assign them the same role.
    3. In the Role list, click a role for the selected user(s)/group(s).
    4. Click Add to List. Click Remove (Remove) to remove a user from the list.
    5. Add additional invitees in the same manner, as required.
  4. Click Next once all users/groups have been added.
  5. In Step Two, Notify Users, choose one of the following options:
    • Click No if you do not want the invited users to be notified of the invitation by email.
    • Click Yes if you want the invited users to be notified of the invitation by email, then complete the Subject and Message boxes. You can write your own message, or select a template from the User Template menu and click Insert Template.
  6. Click Next.
  7. In Step Three, Summary, review the information and click Finish.
Related tasks

Deleting a sandbox from a web project
Related reference

WCM roles and tasks