Sites

You can create a site and link it to a site group and assign new and existing members to this site. In addition, you will be able to assign a site administrator to this site. The administrator will only see and manage users within their site.

In the case that you want to reorganize a site structure, you can edit the name of the site, move the site to another site group and move all or selected members to another site group and site.

Site - Create a Site

You can create a new site by clicking on the “Create site” button which will open a window where you can enter the name of the site. The site group will always be the site group that you’ve currently selected.

Once you’ve clicked on the “Create” button, the site will be created and visible in the site table of the site group.

Site - Edit Site

You can edit an existing site by clicking on the “…” button and selecting the “Edit” button or by clicking on the “Edit site” button when you are looking at the members of a site which will open the “Edit site” window.

Once you’ve clicked on the “Update” button, the site name will be updated and visible in the site table.

Site - People Manager

Once you have created a site, you will be able to create new users for the site and view them in the “People Manager”.

It is important to note that the ”People Manager” within the site doesn’t show the ”Target Channel”. However, the options included in the ”Target Channel” can be located underneath the action menu.

Site – Create a User

When you click on the “Create users” button within a site, you will be able to create a desk-based or frontline user which will automatically be assigned to the site where you are creating the user. The requirements to create a user here are the same as when you would create a user directly from the people manager.

Site - Default Attribute Values

One of the advantages of organizing employees through a site is that you can specify default attribute values for a specific site. This means that you can select an existing attribute value or store a new default attribute in case the attribute does not exist yet.

In the example above, you can see that the job title field contains three values when searching for “Manager”. In case you want to create a new user who is an HR Manager, Marketing Manager, or Sales Manager, you can select the value from the list of default attribute values.

When the job title you’re looking for isn’t in the list of default job titles, you will be able to create a new default attribute value by completing the following steps:

• Enter the full value of the new job title that you want to add (e.g. General Manager)
• Click on the “Add New Job Title” button once you’ve entered the full value
• The new default attribute value will become available in the list of job titles

When you create new users for the specific site, you will be able to select the option “General Manager” as a default attribute value for the job title field. This attribute value will only be available for the site where you configure the value as it could be that different sites will have a different list of job titles.