Skip to main content

Adding sites to your portal

Learn how to set up sites in your portal - the geographical areas, branches, locations, or offices within your organisation

Written by Lou Turner

Adding sites to your portal will allow you to filter your portal by geographical area, branch, offices or location. This is useful for your on-site managers or recruiters who may want to view stats and candidates for their site only.

In order to create a site you will need to enter:

  • Site name

  • Postcode

  • We also recommend adding the number of staff, though this is not mandatory.

Once you have the information above and have invited your admin users, you can follow the steps below to add your sites.

Adding a site - a step-by-step guide:

Step 1: Head to the 'settings' section in the left-hand menu of your portal, then click Sites:

Step 2: Click on 'Add site' in the top right of the screen:

Step 3: Complete the site detail fields:

Step 4: Click on 'Add' and the new site will now appear in the site list:

If you need to edit the site details, click on the 3-dot menu icon along with the site name, select 'view/ edit contact details', make the changes and click on 'update':

If you want your portal admin users to only have access to the one site they are responsible for, then please follow the steps to edit an admin user's details.

If you have questions about this or anything else, please get in touch by clicking on the chat icon in the bottom right of your screen.

What's Next?

Did this answer your question?