Create, edit, copy, disable and delete sites

1. On the main menu, click Settings.
2. On the submenu, click Worksites & Roles.
3. Click + Site.
4. On the drop-down menu, select either:
   
   • From existing site (if you already have a worksite to use)
   • New site (to create a worksite from scratch)
   
5. If you selected From existing site, complete the fields on the Copy from existing site popup then click Copy. Otherwise, skip to step 6.
   
   

   Helpful Hint

   To learn more about the Copy from existing site popup and the option to copy other workflows, visit this article's Copy site section below.

6. On the Create Site form, complete the fields.
7. (Optional) Click + Add another role if needed then complete the additional fields.
8. Click Save.
   

1. On the main menu, click Settings.
2. On the submenu, click Worksites & Roles.
3. Find the site you want to edit and click its three dots (...) button.
4. Select Edit.
   
5. On the Edit details page, edit the field(s) as required.
6. Click Save.
   

1. On the main menu, click Settings.
2. On the submenu, click Worksites & Roles.
3. Find the site you want to copy and click its three dots (...) button.
4. Select Copy.
   
5. On the Copy from existing site popup, fill in the fields.
   
   

   Important

   Ensure you select the correct site from the You are duplicating values from site field. This determines which site's information to copy.

   If you would also like to copy the selected site's employees, tick the optional Copy roles checkbox. This unlocks the Copy employees checkbox, which you can then tick.

6. Click Copy.
7. On the Create Site page, complete the fields.
8. (Optional) Click + Add another role if needed then complete the additional fields.
9. Click Save.
   

To disable a site:

1. On the main menu, click Settings.
2. On the submenu, click Worksites & Roles.
3. Find the site you want to disable and click its three dots (...) button.
4. Select Disable.
5. On the Are you sure you want to disable site? popup, click Confirm.

1. Scroll to the top of the Sites & Roles page and select the Show disabled checkbox.
2. Find your disabled site (which will have a Disabled tag) and click its three dots (...) button.
3. Select Enable.
   
4. On the Are you sure you want to enable site? popup, click Confirm.

1. On the main menu, click Settings.
2. On the submenu, click Worksites & Roles.
3. Find the site you want to delete and click its three dots (...) button.
4. Select Delete.
   
5. On the Are you sure you want to delete Site? popup, click Delete.