Sites

Introduction

A Site can be a separate business-entity: an individual, or an organization that purchases or uses tenant devices and/or assets. Site can also be a division within the tenant organization. Site can have multiple users, inner sites, and millions of devices and/or assets.

Tenant administrators can create site groups and sites. In turn, sites have an opportunity to add and edit their own sites, users, assets, devices, entity views, and dashboards. All of these you and your sites are able to do in the user details: to manage such options as site groups, user groups, asset groups, device groups, entity view groups, dashboard groups, edges, and delete a site.

Create new site

The tenant administrator can add a new site using the following steps.

• Navigate to the “Sites” page. By default, you navigate to the site group “All”. Then click the plus sign in the upper right corner of the screen;
• In the opened dialog box, enter the name of the new site. Additionally, you can input personal details for the site and assign a home dashboard. Then click “Add”;
• New site is created. You can add as many sites as you want in the same way.

In this case, the new site will be located in the “All” site’s group. You can specify a separate group during the process of creating a site.

Let’s create another client and a separate site group for it.

• Navigate to the “Sites” page. Click the “+” sign to add a new site. Input the site title. Additionally, you can input personal details for the site and assign a home dashboard. Then, click on “Next: Owner and groups” button;
• If desired, you can assign a different owner for this site. We will leave this option unchanged. Enter a name for the new group and click “Create a new one!”;
• In the opened dialog box, click “Add” to create a new sites group;
• Now, click “Add” to create a new site;
• The site has been created and is located in the “My Sites” group. You can navigate to this group by clicking on its name.

Read more information about entity groups here.

Create site user

The tenant administrator can add a site user to his account with limited permissions.

• Navigate to the “Sites” page. Then click on the “Manage site users” icon located in the site`s row to whom you want to add a site user;
• Click the plus sign in the upper right corner of the screen. In the opened dialog box, enter the email address, first and last name of the user. Then choose activation method: display activation link or send activation link via email. Then click “Add”;
• If you selected the option “Show activation link”, copy the link address and send it to the user. Click “OK”;
• New site user is created.

Edit site or site user

The Tenant administrator can edit the title, specify a home dashboard and edit the rest of the fields for the site. Let’s see how to do this:

• Click on the site to open their details. Click the “pencil” icon to enter edit mode;
• Edit the fields. For example, you can specify a home dashboard for this site and all its site users. After that, save all changes;
• You have updated site information.

Also, you can edit site user information.

The steps are similar to how we edit the site:

• Click on the site user to open their details. Click the “pencil” icon to enter edit mode;
• Edit the fields. For example, you can specify a site`s phone number. After editing, save all changes;
• You have updated site user information.

Delete site or site user

The tenant administrator can delete a site along with all its site users using one of the following ways:

First way:

• Click a trash icon can opposite the site`s name you want to delete;
• Confirm deleting the site in the dialog box.

Second way:

• Click on the site that you want to delete. In the site details, click “Delete site” button;
• Confirm deleting the site in the dialog box.

You can also delete multiple sites at once.

• Mark one or multiple sites you want to delete. Click on the trash bin icon in the top right corner;
• Confirm deleting sites in the dialog box.

Also, you can delete any site user from the site. The steps are the same as when deleting a site.

• Navigate to the “Sites” page. Then click on the “Manage site users” icon located on the site`s row whose site user you want to delete;
• Click a trash icon can opposite the name of the site user you want to delete. Confirm deleting the site user in the dialog box.