How to Create Master Sites
Master Sites collect information from the sub-site attached to them. This can be helpful to benchmarking 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.
Table Of Contents
Master Site Concept
Master Sites provide the ability to link individual sites together under a master account. This serves three purposes:
- Support 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 create 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 effective for comparison and benchmarking.
- 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 Master Site
Any site can become a master 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.
Master Site Client Access
When a client portal access is created from the master site, that client user can get access to all of the sub-sites. From the master 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 master 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.