Site Management
Guidance for creating, managing, and maintaining sites and assigning people accurately.
Site Management
- Restricting Site Name Editing By Admin Role
- Site Profile Creation
- Adding New Sites and Assigning People
- Importing Or Adding Sites In Bulk
- Managing Time Zones
- Using Umbrellas to Organize Your Sites
- Updating Site Assignments For Reporters And Admins
- Deleting, Archiving And Reactivating Sites
- Document Signing for Site Profiles
- Searching For Sites
- Editing Site Names
- Exporting Site Profile Data
- Give Reporters Permission to Edit Site Profiles
- Instructions for Reporters: Editing Site Profiles