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Site management

Last updated: July 3, 2024

Add sites to my organization

Learn how to add sites to your organization via the web app to organize teams, manage access, and group data by location relevant to your team's workflow.

What are sites in SafetyCulture?

Sites in SafetyCulture help you track and manage your team's data by associating it with specific locations, projects, or teams. They provide a shared structure that connects users, content, and activity across multiple features and makes it easier for you to manage access, assignments, and insights as your organization grows.

You can organize sites in a hierarchy that reflects your organization's structure and group them into higher levels, like areas or regions, for easier management of site membership and trend analysis across multiple sites.

Add sites to a higher level sites via the web app.

Depending on the feature, sites can be used to manage access and assignments, or to organize and filter data.

Feature

Manage access and assignments

Organization and filtering

Templates

Yes

Yes

Inspections

Yes

Yes

Actions

Yes

Yes

Training

Yes

No

Issues

Yes

Yes

Assets

Yes

Yes

Heads Up

Yes

No

Investigations

No

Yes

Documents

No

Yes

Analytics

No

Yes

You can only have up to 50,000 sites in your organization. If you need to add more than 50,000 sites to your organization, please let us know by providing your feedback.

Add a site

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click Add siteon the upper-right corner of the page.

  4. In the site list, enter the site's name and click. Add a site via the web app.

Add a site or level in-line

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Hover over a site and click .

  4. Click the level you want to add:

    • Add level above: Add an area, region, state, or country above the selected level.

    • Add same level: Add the same level as the selected.

    • Add level below: Add a site, area, region, or state below the selected level.

  5. In the site list, enter the site's name and click. Add a level directly from your sites list via the web app.

When updating existing sites via CSV, leave the members column unchanged to avoid adding or removing current site members.

Bulk add sites via CSV upload

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Sites.

  3. Click on the upper-right corner of the page and select Bulk upload sites (CSV).

  4. Download the example CSV template by clicking Download sites template. Bulk upload sites CSV via the web app.

  5. Add new sites at each level of the hierarchy by entering their names in the relevant columns. You can also add site members by entering their email addresses under the "members" column, separated using a semicolon.

  6. Drag and drop your CSV file into the "Drag your CSV file here" box or click browseto select the file from your computer directory.

  7. Match your CSV column headers with their corresponding fields, then click Review data.

  8. Confirm that your CSV data has been uploaded correctly, then click Save and upload.

CSV files encoded in a different format will be automatically encoded as UTF-8 to prevent any errors, such as broken characters, after uploading.

Troubleshooting CSV upload errors

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