How to use site groups

A site group sits between a company and its sites — a region, a client contract or a portfolio. Groups filter the site list, the dashboard and nearly every report.

Steps

1. Open Administration › Standards › Site Groups.

2. Click Add New, choose the Company Name, type the Site Group name and click Add.

3. Click a group to edit it: rename it, or tick Is Archived for a group you no longer use, then Update.

4. Delete only works for a group with no sites — move its sites to another group first on each site’s edit page.