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Add a Digital Experience site member if either the ‘Manage’ or ‘Workspaces’ link is not available

Description

It’s now required that your profile be listed as a member of the site in order to manage it.

If your profile is not selected in the site’s Administration Members Setup as outlined in Add Members to Your Experience Cloud Site documentation, no action (Manage or Workspaces and Builder) will be available upon viewing the site via Setup, enter All in the Quick Find box, click on All Sites.

In this circumstance, you may use the API and client tool of choice such as Data Loader to add your profile to the site’s members setup to regain access to the site via the ‘Workspaces’ and ‘Builder’ actions in the ‘All Sites’ setup.

Resolution

Create the CSV file for insert

  • Profile ID can be copied from the URL of the Profile detail page.

In Salesforce Classic

  • Navigate to Setup | Administer | Manage Users | Profiles 
  • Click on the desired profile.

    • In Lightning Experience

    1. Navigate to Setup | Administration | Users | Profiles
    2. Click on the desired profile.
      • NetworkID can be gathered by right clicking on the URL for the site in the All Sites page in Setup. Select Inspect Element or View page source in the browser and it should give you a console view below the page with the NetworkID highlighted.
    1. Create a .csv using a program such as Microsoft Excel and include the following columns:
      • NETWORKID
      • PARENTID
    1. Input the IDs into the appropriate fields.
    2. Save the file.

    Insert using Data Loader

    1. Download and activate the Data Loader
    2. Open Data Loader and click Insert and enter your Salesforce credentials if prompted with the login screen.
    3. Click Next.
    4. Select Show all Salesforce objects.
    5. Select Network Member Group (NetworkMemberGroup) from the list.

    Note: Visibility of the “Network Member Group” object, depends on ‘Show all Salesforce objects’ and permissions outlined in the ‘Usage’ section of the NetworkMemberGroup documentation.

    1. On the same page, click Browse.
    2. Add the .csv file you just saved.
    3. Click Next and OK on the ‘Data Selection’ popup showing how many records will be updated.
    4. Click Create or Edit a Map.
    5. Click Auto-Match Fields to Columns.
    6. Click OK.
    7. Click Next.
    8. The final step is to specify where to save the ‘Success and Error’ files when the process completes, click Browse, specify the location, then click on OK.
    9. Click Finish.

     Now check the ‘All Sites’ page in setup to confirm that you now see the ‘Manage’ link on the row of the affected site.