Site management

Last updated: June 9, 2024

Group and ungroup sites

Learn how group and ungroup sites and levels via the web app so you can organize multiple sites based on your organization structure.

What does it mean to group sites?

Grouping sites means organizing multiple sites into hierarchy levels, such as sites, areas, regions, states, and countries, based on how your organization is structured. These hierarchies allow you to track data and users across multiple sites, making it easier to manage site membership across your organization.

Select multiple sites in the site list and click "Group sites" to group them.

Group sites

  1. Log in to the web app (opens in new tab).

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

  3. Using the checkboxes, select the sites or levels that you would like to group. Note that you're only able to group ungrouped sites on the same level in your site hierarchy.

  4. Click The folder icon.Group sites on the lower-right corner of the page.

  5. In the pop-up window, enter a name for the new level.

  6. Click Group sites.

Select multiple sites in the site list and click "Group sites" to group them.

Ungroup sites via CSV

It’s currently not possible to ungroup sites or levels directly from the site list.

  1. Log in to the web app (opens in new tab).

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

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

  4. In the "I am making changes to existing sites" section, click Download existing site list.

  5. In your CSV file, remove the unwanted grouping and save your file.

  6. Return to the "Upload CSV" page on the web app.

  7. Drag your files or click browse to select your CSV file.

  8. Click Review data on the lower-right of the page.

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

  10. Click Go to sites list.

Upload a csv file and edit site list to ungroup sites.

Automatically group your existing sites or levels by creating a new level above them in your sites list.

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