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How to create and edit a Site

Applies to user roles: Account Owner, Manager

Available on platforms: Vatix Workspace web app

Note: Before you create a Site, make sure at least one field has been added in the Sites Layout Editor. Learn more about it in this article.

How to create a new Site

  1. Go to 'Sites' in the left sidebar.
  2. Click 'New' in the top-right corner.
  3. Enter the Site name.
  4. Click 'Create'.

How to edit a Site

  1. Go to 'Sites' in the left sidebar.
  2. Open the Site you want to edit.
  3. On the 'Details' tab, click 'Edit' on the section that holds the field you want to change.
  4. Update the fields in that section.
  5. Click 'Save'.