How to add a Site?

Modified on Thu, 29 Aug at 2:04 PM

Pre – requisites:

Step 1:

To create a Site, you can click on the All Clients navigation bar item, found on the left beneath the CLIENTS sub-heading.

Search for the Client that the Site will be created for and click on it as shown below.

Step 2:

Click on the Site name and you will be taken to the below screen.

Step 3:

Option 1:

You can access the Site creation option, on the menu on the top right-hand corner of the screen by clicking on Sites menu item. Then click on the + New Site button

Option 2:

You may navigate to the main menu on the left, under Clients Heading, click on Clients sites. Then click on the +Site button

Step 4:

Once you have clicked on either option 1 or 2, you will be taken to the below screen.

Fill in all the details.

Select the Client from the drop-down list.

Fill in the Name, Legal Name, Registration Number and VAT number.

Under User limits, select a User or Users from the drop-down list who are allowed access to the Site.

Under Select Site Manager, select the Site manager from the drop-down list.

Search for the Address and pick from the google list.

Once all details are completed, click Create Site button.

The Site dashboard will show as below.