Create a New Site

To create a new site, you must be viewing the Locations page. If you are not viewing the Locations page, Working with Locations for information about displaying the Locations page.

To create a new site in the Locations page, you will be working in the Sites pane (see the following screen capture).

NOTE:

If the Humanify Unified Communications (UC) feature is enabled in Portal, sites cannot be created or edited within Humanify Portal. For assistance with changes to sites within UC, please contact your account manager.

To create a new site, perform the following steps:

  1. In the Locations page, locate and click on the Add New Site button (see the following screen capture).

    The Create Site pop-up window is displayed.

  1. In the Create Site pop-up window, enter the following information:

    • Site Name - Required. Enter a name for the new site. For example, this could be the name of the city or state in which the new site is located. Make sure that you are not duplicating an existing site name.

    • Site Description - Provide a short description of the site. There is no rule for what you should enter into this box. You can provide information that supplements the information located in the Site Name box, or you can provide details about the site itself.

    • Address 1 - Enter the street address where the new site is located.

    • Address 2 - Enter additional address information that could include a suite number, a floor number, and so on. This information should supplement the information in the Address 1 box.

    • City - Enter the name of the city in which the site is located.

    • State - Enter the name of the state in which the site is located. You can enter either the abbreviation for the state or you can spell out the full name of the state.

    • Zip Code - Enter the zip code in which the site is located.

  2. After providing all required information in the Create Site pop-up window, click on the Save button to save the information and to create the new site. The new site is added to the Sites pane and a confirmation window opens in the upper right corner of the page to confirm that you have successfully created the new site. See the following screen capture.

    The confirmation window closes automatically after a few seconds.

    Note: If you change your mind about creating the new site, and if you have not yet saved the information, you can close the Create Site pop-up window without saving your changes by clicking on the Cancel button.

    When you click on the Cancel button, the Save button changes to the Continue button and a warning message is displayed to confirm your intentions to cancel the site creation. Click on the Continue button to close the Create Site pop-up window without saving the information and without creating the site. See the following screen capture.