Getting started with Sites
The Sites module gives your organisation a central place to store and manage information about your physical locations, whether those are offices, warehouses, care homes, retail branches, construction sites or any other type of location your organisation operates from.
Each Site has its own record where you can capture relevant details and view everything connected to that location in one place.
What you can store on a Site record
The Sites module is fully customisable in the Object Manager. This means your organisation can choose which fields to include on a Site record and how those fields are arranged.
Common examples include the Site name, manager, region, country, address, contact number, emergency contact and any custom fields your organisation has added.
Depending on your setup, Site records may also include information such as insurance details, key holder information, compliance risk levels, inspection history and operational notes.
Note: Before creating your first Site, make sure the necessary fields have been set up in Field Manager and added to the layout in Layout Editor. To learn how to configure Site fields and layouts, read this article.
Who can access and manage Sites?
Account Owners and Managers have the Sites module. They see every Site in the organisation, and they can create, edit and delete Site records.
Users work with Sites through the records they already use rather than through the module. Where an Event form asks a question that looks up Sites, a User can search for and choose the right Site, so the event is linked to the correct location.
Note: Adding new fields to Site records, and changing how those fields are arranged, is done in Field Manager and Layout Editor. Both sit under the settings gear icon, in Objects > Sites. Access to them comes with Object Manager, which is separate from the Account Owner and Manager roles and is held by designated people in each organisation.