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Site management

17 articles

Add or remove site managers

Learn how to add or remove users as site managers via the web app.

Add site members

Learn how to add users as site members via the web app to give them access to site-specific work and content.

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.

Change site names

Learn how to change site or level names via the web app.

Configure site selection settings

Learn about site selection settings and how you can configure them via the web app to control which sites your users can access across your organization.

Customize site labels

Learn how to customize site labels to match your organization’s terminology via the web app, making sites easier to identify and ensuring consistent naming across the platform.

Delete sites

Learn how to delete sites or levels from your organization via the web app.

Download the group and site matrix table as CSV

Learn how to download the group and site matrix table as CSV via the web app to easily view and manage group and site membership across your organization.

Get site IDs and download my organization's site list

Learn how to get a single site ID or download a complete list of your organization's sites via the web app.

Group sites

Learn how to group sites and levels in your organization via the web app.

Manage site membership via rules

Learn how to automatically add or remove site members using membership rules via the web app to ensure team members have the right access based on their role or location.

Manage site time zones

Learn why time zones matter for sites and how to add, bulk add, or edit them via the web app.

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