Managing Sites

This guide explains how to create, view, edit, and manage sites within the Insytly platform. Sites allow you to group specific devices and manage access for designated external users.

1. Accessing and Viewing Your Sites

• Navigate to the "Sites & Access" section within the platform's settings.
• Here, you will find a table listing all your created sites. This table displays:
  • Site Name: The name you've given to the site.
  • Device Count: The number of devices currently added to that site.
  • External User Count: The number of external users who have access to that site.
  • Actions: Options to edit or delete the site.
• You can use the search bar in this section to quickly find a specific site by its name.

2. Creating a New Site

1. In the "Sites & Access" section, click the "Create a Site" button.
2. A pop-out window will appear.
   • Enter a Site Name for your new site.
   • Select a Tag Colour to help visually identify the site.
3. Click the "Create Site" button in the pop-out.
4. Your new site will now appear in the sites table. To add devices and users to this newly created site (or any existing site), proceed to the "View & Edit a Site" instructions below.

3. Viewing and Editing a Site

This section allows you to modify site details, manage associated devices, and add external users.

1. In the sites table (under "Sites & Access"), locate the site you wish to view or edit.

2. Click on the three dots (...) under the "Actions" column for that site.

3. Select "View & Edit" from the dropdown menu.

   • In this section, you can edit all details for the site (such as its name and tag colour), add/remove devices, and add external users.

4. a. Managing Site Devices:

   • View Added Devices: You can see a list of devices currently associated with the site.
   • Add a Device:
     1. To add a device, search or scroll through the list of available devices.
     2. You can filter the list by device type using the provided drop-down menu.
     3. Click the Add symbol (+) beside the name of the device you wish to add to the site.
   • Remove a Device:
     1. In the "Added Devices" list for the site, locate the device you want to remove.
     2. Click the "Remove Device" option beside its name.

1. b. Managing Site Users (External Access):

   • External users can be added to a site using the same process detailed in the main "Users & Access" section for granting external access. This typically involves inviting a user by email and assigning them to the specific site. (For detailed steps on inviting external users, please refer to the "Managing Users and Access Rights" or "Inviting External Users" knowledge base article within Organisation Settings).

4. Deleting a Site

1. Navigate to the "Sites & Access" section.
2. Locate the site you wish to delete in the table.
3. Click on the three dots (...) under the "Actions" column for that site.
4. Select "Delete Site" from the dropdown menu.
5. Important Warning: Deleting a site is permanent and cannot be undone. Please ensure you genuinely wish to delete the site and its associations before confirming this action. A confirmation prompt may appear.