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Managing Sites

A site represents a physical location — an office, a campus building, a factory. Every visit, kiosk, document assignment, and agent connection is scoped to a site.

Creating a site​

Only Tenant-Admins can create sites.

  1. Navigate to Settings → Sites in the sidebar.
  2. Click Add Site.
  3. Fill in the details:
    • Name — A descriptive name (e.g., "Munich HQ", "Berlin Office", "Building 7").
    • Timezone — The site's local timezone. Affects how times are displayed on the dashboard, in emails, and on the kiosk. Defaults to UTC.
    • Address — The physical address. Appears in pre-registration emails and on documents.
  4. Click Create.

The site is immediately available for user assignment, visitor management, and kiosk pairing.

Site count limits​

Your license tier may limit the number of active sites. When the limit is reached, you'll receive a clear error message when attempting to create a new site. Existing sites are never deactivated or deleted due to license limits — only creation of new sites is blocked.

See Licensing — Entitlements for details on limits per tier.

Editing a site​

  1. Navigate to Settings → Sites.
  2. Click on the site you want to edit.
  3. Update name, timezone, address, or site-specific settings.
  4. Save.

Changes to the site name or address are reflected in future pre-registration emails and document renderings. Existing (already-sent) emails and already-archived PDFs are not affected — they retain the values from the time they were generated.

Deleting a site​

Deleting a site removes it and all associated data: visits, kiosk registrations, document assignments, and agent connections. This is a destructive operation and cannot be undone.

Before deleting a site, consider whether you should keep it for historical records. If the site is no longer active, you can stop assigning users to it — it will effectively become dormant without losing data.