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Add a site

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Fiix Documentation Team

  • Updated

Before you begin

Plans: Enterprise and Professional plans with multi-site configurations
Version: v5 and v6 User Management
Audience: Administrators (v5 and v6) and users with the "Edit users" system role permission (v6).

Regions (region.png) and sites (site.png) organize your locations by geography in multi-site configurations. Your users' site assignments determine their access rights in the CMMS. 

Adding a site is a two-step process. To add a site:

  1. Create a location/facility
  2. Convert the location/facility into a site

Create a location/facility

  1. Navigate to Settings > Assets.
  2. Click the New button: Add new faciity location.png
  3. Click Locations or Facilities:
    Click locations facilities.png
  4. Select the As a new location option and click OK:
    Input address and click OK.png
  5. Name the location and click Save:
    Name and save.png

Convert the location/facility into a site

To convert a location/facility to a site:

  1. Navigate to Settings > CMMS Settings.

  2. Click the Sites tab:
    Sites tab.png

  3. Click the Add button, beneath the Sites list:

    add_button_site.png

  4. Click the Site drop-down list arrow to open the list of facilities you can convert:

    site_dropdown.png

  5. Click the previously-created facility to convert.

  6. (Optional) Select the appropriate time zone from the drop-down list. The default time zone is your system's default time zone. 

  7. Click OK.

 

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