Sites represent real-world locations, like care homes, clinics, or other service areas. They help you organise teams, assign employees, and control what managers can see in their reports.

When you create a site, you’re setting up a space where employees can be assigned and managed. Managers linked to a site will only see data and reports for that site, so it’s important to set this up correctly from the start.

In this guide, we’ll show you how to create new sites and keep everything structured so the right people have the right access.

First, set up an account for the site.

1. Sign in to the Admin Tool.
2. Click Sites from the menu.
3. Click the + button in the top right corner.
4. Click Site from the dropdown menu that appears.
5. Fill in the Site Information and click Save.

Next, position the site in the hierarchy structure.

1. Sign in to the Admin Tool.
2. Click Employees.
3. Type the site name in the search box, then click Search.
4. Find the virtual site account, then click on it.
5. Click Config from the left menu, then click Hierarchy.
​6. Click Parents, then click Add.
7. Search for the account you want to add as a parent, then click Add.

If you have site-specific hierarchy rules in place, then the site will need its specific rules also built into the hierarchy config. This can be checked and done by following this article.
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Virtual accounts then need to be set up for the job roles you set up in the hierarchy config rules. Follow this guide on how to create virtual accounts. Next, put the virtual accounts in the hierarchy by following step 2 in this article.

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If you have course allocation and reports set up site-specifically, this will also need to be updated to reflect the new site. Please follow this article on how to do this.

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If the report column rules are site-specific or site-specific reports are set up, you'll need to update the reports to include the new site. See this guide on how to make report amendments.