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How do I add and edit Site Groups in the Admin Portal?

‘Site Groups’ can be added and edited in the Admin Portal in Administration - Sites & Site Groups.

Adding or editing site groups

A site group will allow you to quickly and easily:

  • Run reports for all sites in a site group.
  • Provide user access to all sites in a site group.
  • Allocate a checklist to all sites in a site group.
  • Allocate automated action and notification rules to a checklist in a site group.

To add site groups;

  1. Go to 'Administration - Sites & Site Groups – Site Groups'.
  2. Click the green 'Add' button to open the 'Add Site Group' form.
  3. Provide a site group name and a description of the site group (e.g. Western Region, Eastern Region, etc.).
  4. Select a default time zone for the site group if required.
  5. Select the sites that belong in this site group from the dropdown.
  6. Click ‘Save’.

Once you have added the site group, it will appear in the main record table in Site Groups.

To edit site groups;

  1. Go to 'Administration - Sites & Site Groups – Site Groups'.
  2. Click on a row to open the site group details form.
  3. Click on the 'Options' menu at the top right on the screen and select 'Edit' to change the main details.
  4. Click ‘Save’.

You can also edit information in the additional tabs that appear below:

Here you can view and edit other records associated with the site group by clicking on the tabs.

  • Completed checklists allocated to the site group
  • Available checklists allocated to the site group
  • Sites that belong to the site group
  • Users allocated to the site group

Learn this next... 

How do I delete Site Groups in the Admin Portal?