Sites Introduction

Updated Mar 25, 2020

Click on the tile labeled Sites (Client).

Operation Dashboard - Google Chrome

From the List All Sites page click on New Site.

Complete the fields to add the new site.

Operation Dashboard - Google Chrome

Account Type:

Multi-site: This is a Parent Site. This site has sub-sites child sites linked to it.

Site: This is a child site linked to a multi-site. When creating a site, an additional field will be displayed to associate the site to an already existing Parent.

Client: A stand-alone site with no association to a multi or any other site.

Company Information: Company name, the unique ID of the site, the site’s time zone and preferred language. 

Main Contact: Enter the contact information for the site. 

Note: The email address must be unique across the portal.

Address: Enter the address of the site. 

Note: A complete, accurate address will ensure proper geo-coding.

Zones: Assign the new site to an existing zone.

Employee Relations: Enter the names of your employees who are responsible for this customer’s account.

Other/Custom Fields: Optional fields where you can tag the site, enter a client website, birthday, prefix, or any remarks pertaining to the client.

Click on the Save button to save site. It will now appear in the List All Sites page.

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