Add Site

Adding a site to your portfolio is a simple process.

1. Open the portfolio view, and navigate to the Sites page.
2. Click the Add Site button in the top right corner of the screen.
3. Enter the site name, address, and size. Click Next.
4. Add the site to your organisiton, by selecting it from the dropdown.
5. Add relevant users. You can change these later.
6. Copy the configuration - the copies over case types, and other settings.
7. Click Create Site.
8. Navigate to the site settings page, and add any additional details, such as strata or body corporate numbers.