Sites

Organizations may have several branches across the globe to handle various specialized activities. These branches can be located in the same or different regions, and the data from each of these branches needs to be maintained in the same place. In AssetExplorer Cloud, you can configure multiple sites (branches) for a region.

Add Sites

Role Required: SDAdmins

1. Go to Setup > Instance Configurations > Sites.
   
2. Click New Site. Fill out the form using the pointers.
   

 

 

Sections	Fields	Explanation
Site Details	Name	Provide a unique name for the site.
	Description	Provide a brief description of the organization's activities in the site.
	Region	Select the region for the site.
	Time Zone	Select the time zone for the site. Time zone is essential to calculate the operational hours for the site. If no time zone is set, the server time zone will be set by default.
	Language	Select the language of the site from the drop-down. This language will be set as the application language for users imported from verified domains who are assigned to a department of this site.
Address		Provide the address of the organization.
Contact Information		Provide the contact information of the organization.
Site Related Settings Configure site-related settings. You can apply one of the following settings for each or all configurations.     A site can have a combination of all three settings.	Copy from Default Site	Replicate the base site's configuration into the current site. After replicating, the current site will be independent of the base site settings, and changes made in the base site settings will not be reflected in the copied site. You can edit the copied site settings.
	Refer Settings	Allows a site to use the dynamic settings of one or more sites for specific configurations. Select a pre-configured site's (parent site) configuration from the drop-down. Sites that refer to configurations from a parent site are called referring sites. You cannot modify any configuration in the referring sites. Referring sites cannot be a parent site for other sites.
	Custom Settings	Help you organize, configure, and maintain separate site-specific configurations. Custom settings do not influence default site settings.
Assign Organization Roles		Click Assign Role to add organization roles to the site and assign users to the roles. Click the Add icon to add multiple organization roles.

 

1. Click Save.
   

 

 

List View Operations

Edit Sites

Role Required: SDAdmins and SDSiteAdmin

On the site list view, click beside a site and select Edit. Alternatively, you can click a site name to edit it.

Delete Sites

Role Required: SDAdmins, SDSiteAdmin

1. On the site list view, click beside a site and select Delete.
   
2. On deleting a site associated with a module, it will be grayed out and marked as inactive.
   
3. On deleting a site associated with a Requester, Asset, Probe, Request Template, or Maintenance Requests, you will be prompted to associate a different site with these parameters.
   

 

Make Inactive Sites Active

To bring the deleted site back to active state,

1. On the site list view, select Inactive from the drop-down.
   
2. Click beside the inactive site and select Edit.
   
3. On the edit page, disable Site not for further usage.
   
4. Click Save.
   

 

Customize List View

Click Table Settings  to customize the list view layout.

 

 

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