How To Add or Remove a User to a Site
Written by Marissa Orsini
Updated at December 2nd, 2025
Table of Contents
Scope
Intended Audience: All End Users
This document outlines how to add a user to a previously created Site in the manager portal.
Requirements
Office Manager access to the Manager Portal or higher
Adding a User to a Site
- In the Manger Portal, click on Users and locate the extension you want to add to your site, then edit their profile.
- Once you're on the user's profile page click in the blank field next to Site and select the site from the drop-down or input the name of the Site you want to add the user to if there are numerous options. Save the user's settings.
- From the Users tab of the Manager Portal click on Sites and then view users to you can verify the user is present in the one they were added to.
- Your user is now added to a Site and can be managed by the Site Manager.
Removing a User to a Site
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In the Manger Portal, click on Users and locate the extension you want to remove to your site, then edit their profile
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Once you're on the user's profile just click on the Site and remove it completely. Then leave it as a blank Site. Save the user's settings.
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From the Users tab of the Manager Portal click on Sites and then view users so you can verify the user if it has been removed from the site. You should also see the users under the site decreased.
- The user is now removed from the Site and cannot be managed by the Site Manager.