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How-to

Manage a site’s members

A site’s page lists its members and their role. The site administrator changes roles and removes members there; people join a site through one of its projects.

  • Required roleSite administrator
  • Checked against the product on

There is no add field on a site’s page. People join it in two ways.

  • Through a project of the site. Becoming a member of a project brings you into its site. Ask an Admin of one of the site’s projects to add or invite the person, in Project settings, Members & roles tab. A pending invitation does not bring anyone in yet: the person joins the site by accepting it.
  • Through the administration, if you are a Super Admin. In User accounts, the ⋮ menu of an account offers Add to a site, with the role Member or Administrator. See Manage user accounts.
  1. In the sidebar, open Sites.
  2. Click the site’s name.
  3. In the Role column, open the person’s list.
  4. Choose Administrator or Member. The new role applies straight away.

The Formuloo site page seen by a Super Admin, with five members, each with a role list and a bin icon, and the instruction for adding an account.

  1. On the site’s page, find the person’s row.
  2. At the end of the row, click the bin icon.
  3. In the Remove from the site window, check the name, then click Remove.

Before removing someone from the site, remove them from all the projects of this site. Otherwise the site refuses.

What you see What to do
“Refused: a site keeps at least one administrator, and a member of one of its projects stays in it.” You were trying to remove or demote the last administrator: first make someone else an Administrator. Or the person is still a member of one of the site’s projects: remove them from that project first.
“Only a site administrator can do this.” Your role in the site has changed in the meantime. Reload the page.
“This site cannot be found, or you are not a member of it.” You are not a member of this site. Ask to join it through one of its projects.
The role list and the bin icon do not appear. You are a Member of the site, not an Administrator.
  • A site can have no administrator, for example right after it is created. Only a Super Admin can then manage its members.
  • Leaving the site means leaving all the teams of this site.
  • Leaving a project does not take you out of its site. The person is still offered for that project, and joins it directly if someone adds them again.
  • A person can be a member of several sites.
  • On a site’s page, administrators are listed first.

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