- Administration
- Site management
- Move sites
Move sites
Learn what it means to move sites and how to move sites and levels in your organization via the web app.What does it mean to move sites?
Moving sites helps you keep your site hierarchy accurate as your organization changes. Whether teams shift, projects relocate, or departments restructure, you can move sites to the right levels without starting from scratch. This keeps access, reporting, and responsibilities aligned across your team.
For example, if a site is moving from one area to another, you can place it under the new area level so it's associated data can be managed accordingly.
Move a site
Click your organization name on the lower-left corner of the page and select Sites.
Click the name of the site or level.
Select the Details tab. In the "Hierarchy" section, click
Move site.In the side panel, click the dropdown menu and select the new level.
Click Save and apply.
You can also move sites of the same level in bulk via the Sites list.
Frequently asked questions
It’s currently not possible to ungroup sites or levels directly from the site list. However, you can manually ungroup them by downloading your site list as CSV, editing the file to remove the unwanted grouping or nesting, and then re-uploading it.
When you move a site or level, user memberships update automatically depending on how they’re assigned:
Direct membership: Users who are direct members of the site or level stay as members.
Inherited membership: Users will now inherit membership from the new higher levels. The site or level will stop inheriting members from the previous hierarchy (for example, an area or region) and start inheriting from the new parent level.
Rule-based membership: Any membership rules set up for the site continue to apply. Users who meet those rules remain members, while users who inherit membership from the new parent still keep their inherited access, even if they don’t meet the site’s rules.
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