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.
Before You Make a Site Public
Ensure all content is uploaded and is organized and sorted in the manner that you would like. If you are using numbering, it a good time to enabled numbering for the site. This will minimize changes that your users will see.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 access, 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.