Sharing a Site: Getting Started Guide

Sharing a site in the Clear Ideas App is a crucial step in managing collaboration and ensuring the right users have access to your organized content. Follow the instructions below to prepare and share your site effectively.

Before Sharing a Site: Checklist

Before you share your site, ensure the following:

• Organize Information: Verify that all content is structured and grouped according to your preferences to facilitate easy navigation for users.
• Review Site Settings: Double-check all site settings to confirm they match your intended privacy, notification, and collaboration preferences.
• Best Practices: Ensure that any sensitive information is appropriately protected and that user permissions align with their roles and responsibilities.

Adding a User: Step-by-Step

1. Navigate to the Users Tab:
   • Access the Users tab from your site page or from the main users menu on the left.
2. Select "New User":
   • Click on the "New User" button.
3. Enter Email Address:
   • Input the email address of the user you wish to add. After entering the email, press TAB or enter a comma (","). If the user already has a Clear Ideas account, their name may appear.
4. Select Permission Level:
   • Choose the appropriate permission level for the user:
     • Viewer
     • Downloader
     • Uploader
     • Editor
     • Admin
   • Learn more about User Permissions
5. Optional Customization:
   • Customize the user's access by setting an expiry date for their permissions, if needed.
6. Add the User:
   • Confirm and add the user to your site.
7. Make the Site Public:
   • Once you've added all users, change the site's status to Public. This action will send notifications to the users:
     • New users will receive an invitation to join Clear Ideas.
     • Existing users will be informed they now have access to the site.

Additional Considerations

• Notification Preferences: Customize your notification settings to receive email alerts for specific activities, such as when a new user accepts your invitation, ensuring you stay updated on significant site interactions.

By following these steps and considerations, you can efficiently manage user access and enhance collaborative efforts within your site.