Overview
Umbraco Cloud provides flexible access control, allowing team members to be invited either at the organizational or project level. Depending on your needs, you can manage permissions and assign roles such as admin access. Below is a summary of the steps required for inviting users and managing access levels.
Additionally, users who need access to projects for specific purposes, such as copying content, must request an invitation from a project admin.
Organization-Level Invitations
To grant a new member access to your Umbraco Cloud organization so they can create new projects:
Log in to the Cloud Portal: Use your Umbraco account credentials.
Navigate to Members: Click the building icon in the top-right corner to access the Organization menu. From the side panel, select the "Members" section.
Invite the New Member: Enter their email address to invite them as a member at the organization level.
Inviting someone at the organization level gives them permissions to create new projects.
However, organization-level members still require specific invitations to access individual projects.
Project-Level Invitations
To invite someone to a specific project and assign admin access:
Log in and Access the Project Portal: Use your Umbraco account.
Invite the New Team Member: Navigate to the "Team Members" section of the project settings.
Assign Roles: Assign the appropriate access level, such as admin, during the invitation process.
For further details, you can refer to the official documentation: Umbraco Cloud Project Settings – Team Members.
If no current admin is available to send invitations, users should contact the original web agency or team responsible for the project.
Summary
Invite members at the organization level for permissions to create new projects under an organization.
Invite members at the project level to assign specific roles, like admin or editor access.
By following these steps, you can effectively manage and assign access levels within Umbraco Cloud.
Access Request Scenarios
If you need access to an Umbraco Cloud project, such as to copy content, you must be invited by an existing project admin. Umbraco Support cannot add users to a project. Follow these steps:
Identify a Project Admin: Reach out to a current project admin, such as a colleague or the original web agency that built the site.
Request an Invitation: Ask the admin to invite you to the project with the appropriate permissions.
Accept the Invitation: Once invited, you will receive an email with instructions to join the project and access its content.