Multi-sites collect information from the sub-sites attached to them. This can be helpful to analytics and metrics of multiple sites that belong to a single account. It is also required for a client to gain access to more than one site using their client portal.
Master Sites provide the ability to link individual sites together under a master account. This serves three purposes:
- Multi-Site Client Access: The example above shows a property management company. Each of the properties has a property manager who is responsible for their site. Each of these sites feeds information to the master site, in this case, a client access can be created at each site for the property managers. The client access created at Management HQ will provide that user access to their master dashboard (showing activities from all sub-sites), but it will also give the master site user the ability to sign-in and view any sub-site dashboard as well.
- Incident Analytics By Site: The master site will collect information from all sub-sites. For the incident analytics, the master site will allow users to view incident analytics from all sub-sites. This is useful for comparison and benchmarking.
- Sub Site Grouping: Manage client portal access more easily and allow your clients to see analytics per group of sites. This will also allow your client to more easily navigate their portal when they have access to multiple sites.
- Cascading Notifications: Report notifications and other configuration options can be established at the master site and cascaded to the sub-sites. This allows admins to create specific notification rules one time at the master and automatically apply them all sub-sites.
Create a Multi-Site
Any site can become a multi site. Once sub-sites are added to a site, that site will become a master site. Follow the steps below to create a master site.
- Click on the Sites (Client) tile from the left-hand side menu.
- Access the Overview tab in the site profile.
- From the lower toolbar, click on the Client Portal Access option.
- Click on the Attach a sub-site button.
- Begin typing the name of the sub-site. Once the desired site appears in the drop-down menu, click on the site.
- Click on the Save button to add the sub-site.
Continue this process for every sub-site that belongs to the master site.
Create a Master Client Portal Access
Once a client portal access has been created, the master site will allow admins to select which sub-sites the client will be able to access when they sign-in. Complete the steps below to adjust which sites the client can access.
- Click on the Sub-Sites button next to the client access.
- Use the drop-down menus to select which sites the client can access.
- Click on the Save button to save the client access.
You can group Sites linked to a Multi to represent a client’s organizational structure. This allows for easier navigation in the client portal when the user has access to multiple Sites.This will also permit the administrator to view a summary of incident analytics by Site groups within the Multi Site.
Activate the feature at the multi-site under Security and Patrol > Onsite Features.
Then, go to the Overview tab in the site and click on Groups.
Select the Add New Group button. Then, select either Master or Subgroup from the drop-down. If you select Master, enter a description and click Save. If you select Sub Group, you will be prompted to select a Parent Group, then a description, then Save.
Note: If you create a master group, you will need to create sub groups. The sites will be added to the sub-group.
Once you have created a sub-group, you can assign sites to it. Click the View button, then the Add Un-grouped Site button.
Once sites have been added, you will be able to click the View button to see the sites assigned to the sub-group.
Under the Client Portal Access tab, you will be able to click the Sub Sites Groups button to see the hierarchy of the master and sub groups you have created.
Master Site Client Access
When a client portal access is created from the multi site, that client user can get access to all of the sub-sites. From the multi site, the client will have a drop-down menu that can be used to filter their dashboard to a single site location. By default the master site will compile information from all of the sub-sites including reports, activities, tours and analytics.
Cascade Report Notifications To Sub-Sites
All of the report notification rules created at the master site can be automatically applied to sub-sites. The cascade the multi report notification rules to the sub-sites, follow the steps below.
- Click on the Notifications tab.
- From the Operations Reports Menu, select the Individual Reports option.
- Click on the Apply to sub-sites drop-down and select the Apply rules to sub-sites option.
- Click on the Save button.