Managing Sites and Teams with the Pantheon Organization Dashboard

Detailed information on how to add users and sites to your organization.

The Organization Dashboard is where Organization Administrators and Team Members manage all their sites in a single location. If you are an Administrator or Team Member for your Organization, you can access support requests, add or remove organizational team members, and manage new or existing sites.

Add Sites to Your Organization

New Sites

While creating a new site, any user in your organization will see an "Organization Affiliation" select field containing any organizations to which he or she belongs. New sites affiliated this way are automatically added to your Organization Dashboard, and the user who creates the site is made the owner.

Existing Sites

From the Site Dashboard, the Site Owner will want to:

 Note

Because Supporting Organizations have full access to a site, only the site owner can perform this action.

  1. From the Pantheon Site Dashboard, click Team in the upper-right corner.

  2. At the bottom of the Manage Team window, click Add Supporting Organization:

    Add a supporting organization button
  3. Enter the agency's full name and click Search. The name must match exactly.

  4. Once the agency has been located and confirmed to match the agency intended, click the Add button:

    Confirm supporting organization

    The agency will receive an email notification.

 Note

If your Organization is Enterprise, EDU+, or a Reseller, you will need to contact support to transfer sites to your Organization.

Manage Site Teams

If you need to add developers as full team members to a site, or outside contractors to individual sites, the Organization Administrator or existing Site Team Member will need to add them to the site team:

  1. Check the box next to the site or sites you want to add the user to.
  2. Click Team and Add a team member.
  3. Enter the user's email address.
  4. Click Add team member.

The user will receive an email notification with a link to the Site Dashboard.

Removing site team members follows the same process.

Filter Sites

At the Sites tab, the left panel contains groups of filters for limiting the sites list. Filters will appear in each group as sites are added that match the filters.

Service Level

This lets you filter sites by their site plan.

Tags

You can add custom tags by selecting the checkbox next to the site, and clicking Tags and Add Tag(s), then entering the tag.

 Note

Tags are case-sensitve.

To remove tags, select the site(s) you want to remove and follow the procedure above, this time selecting Remove Tag, or by hovering over the tag and clicking the x that appears.

Upstream

Use this filter to sort sites by their upstream. This includes both Pantheon upstreams and Custom Upstreams.

Code Status

This filter shows which sites have core updates available, which ones are up to date, and which ones are unknown (e.g., managed by Composer). At this time, Organizations with over 800 sites do not have access to this filter, as they will time out loading.

Status

This filter shows any sites that are frozen, or awaiting upgrade to the Global CDN.

User in Charge

Filters sites by the user in charge.

Add Users to Your Organization

Organization Administrators can add members to the Organization Team as follows:

  1. Click on the People tab.
  2. Click Add user.
  3. Enter the user's email address.
  4. Choose the user's role.
  5. Click Add user.

If the person does not yet have a Pantheon account, they will receive an email with an invitation to create one. Once they have successfully created an account, they will be automatically added to the Organization. If they already have an account, they will receive an email with a link to the Organization's dashboard.