Manage sites

Users with the Manage District Settings user permission can add, edit, inactivate, activate, and delete a site or building. It is also possible to restrict sites.

A site serves as a template, automatically applying its settings to each new space you create. 
You can customize your view of this page.

Video: Locations Overview

To add a new site:

1. Select Locations > Manage Sites. The Manage Sites page appears.

   

2. Select Actions > Add Site. A pop-up appears.

   

3. On the General tab, do any of the following:

   Field	Description
   Site Id	Enter a unique name.
   Name	Enter a unique name.
   Abbreviation	Enter the desired abbreviation.
   Address, City, State, Zip	Enter the address information.
   Phone Number	Enter the phone number.

4. Click Next. The Approvals/Notifications tab appears.

   

5. Do the following:

   Important: If you leave any site fields blank, you might need to enter those values manually when you create a space from that site.

   Field	Description
   Override Space Approval Paths on Save? Note: This only applies when updating existing sites.	To allow a site approval path to override the space-specific approval path, select the checkbox.
   Default Approval Path (optional)	Select the desired approval path(s). Note: This applies to all requests submitted for this site. If approval is based on classification, you can use the Classification Approval fields to determine the path. • To edit an existing path: Important: If an approval path is edited, all pending requests using that path are updated.         a. Click Edit.         b. Make any desired changes.         c. Click Save. • To add a new approval path:         a. Click Add New.         b. Enter a name and description.         c. To make the approval path inactive, deselect the checkbox.         d. To add approval steps, click .         e. Select the fields and users you want.        f. Click Save.
   Approval Path By Classification	Select an approval path for each classification, if desired. Note: You can let a specific classification bypass the approval process. To select this, you must create an approval path with no steps.
   Billing Office User	Select the user(s) who are responsible for invoices and billing for this site.
   Override Space Billing Office Users Note: This only applies when updating  existing spaces.	To have the site billing office user override the space billing office user, select this checkbox.
   Additionally Notified Users (Notified of Approved Requests)	Enter any user(s) you would like notified when requests are approved for this site.

6. Click Next. The Display tab appears.

   

7. Do the following:

   Field	Description
   Show Event Details	Select one of the following: Yes: Shows event details on the public calendar. No: Never displays event details on the public calendar. Defer: Defers to the next item listed on the visibility ranking to show or hide event details.
   Embedded List View Color	Enter the desired hex code, or choose a color from the palette that appears.
   Override Space Color Settings Note: This only applies when updating  existing spaces.	For site color settings to override any space color settings, select this checkbox.
   Background Color	Enter the desired hex code, or choose a color from the palette that appears.
   Text Color	Enter the desired hex code, or choose a color from the palette that appears.
   Public Display	Upload an image. To Include in Gallery View, select the checkbox.
   Classifications Allowed	To override space classifications, select Yes. Note: This only applies when updating  existing spaces. For each classification you want, select the checkbox(es).

8. Click Save.

You can now create spaces associated with this site.

To manage an existing site:

1. Select Locations > Manage Sites. The Manage Sites page appears.
    

2. Next to the site you want, do any of the following:

   To...	Then...
   Edit a site Note: Any edits only apply moving forward. They do not affect any existing spaces or sites.	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Bulk update existing spaces currently using this site	a. Click . A pop-up appears. b. Make any desired changes. c. For changes to apply to all existing sites associated with this space, do the following:  On the Approvals/Notifications tab, to allow a site approval path to override the space-specific approval path, select the checkbox. To have the site billing office user override the space billing office user, select this checkbox. On the Display tab, for site color settings to override any space color settings, select this checkbox. To override space classifications, select Yes. d. Click Save.
   Add a space	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Create an iCal link	a.  Click . A pop-up appears. b.  Make any desired changes. c.  Click Save.
   Inactivate an existing site Note: This prevents the site from being requested.	a.  Click . A confirmation message appears. b.  Click Yes.
   Activate an existing site Note: This lets the site be requested.	a.  Click . A confirmation message appears. b.  Click Yes.
   Delete a site Note:  This is only available if the site is not associated with any requests or events.	a.  Click . A confirmation message appears. b.  Click Yes.