> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/settings/templates/site-groups-template-create-and-edit.md).
# Site Groups Template: Create and Edit
This section allows you to create and manage **Site Groups**, which are stored within your **Site Categories**.
Site Groups provide a more detailed layer of organization — letting you segment sites inside a specific category for deeper analytics, tracking, and reporting.
{% hint style="info" %}
[Learn how to create Site Categories](/settings/templates/site-categories-template-create-and-edit.md)
{% endhint %}
***
## Purpose
Site Groups allow you to break down a **Site Category** into smaller, more specific segments.
For example, if your category is **Industrial**, your site groups might include **Refineries**, **Power Plants**, and **Factories**.
This additional layer helps refine your data, allowing you to run reports and analyze site activity, scaffolds, and inventory usage with greater precision.
{% hint style="info" %}
[Learn how to create a Site](/site-management/sites/how-to-create-a-site.md)
{% endhint %}
***
## Access the Site Groups Template
In the **side navigation**, click **Settings → Templates → Site Groups**.
{% hint style="info" %}
[Click here to view how to access Templates](/settings/templates.md)
{% endhint %}
The site group template editor will open, displaying the current configuration or a blank form if it’s your first time creating one.
## Creating Site Groups
You can create as many site groups as needed within each category.
Each group represents a sub-classification of your site category and helps you manage operational and reporting structures more effectively.
***
### **Adding a Site Group**
Click inside the **Group field** and enter a group name (e.g., *City Name (New York)*, *Region Name (East Coast)*, *Project Classification (Refinery)*).
### **Add Additional Groups**
To add another group, click the green **Add Group** button at the bottom of the last Group field.
> **Tip:** When you click “**Update Template**,” all groups are automatically sorted alphabetically **(A–Z)** to keep the list neat and standardized.
**Example:**
### **Functionality**
Each site category can have multiple site groups stored under it.
When you create or edit a site, you’ll first select the **category**, and then choose a **group** within that category.
This helps you:
* **Segment** data within a category (e.g., “Industrial → Power Plants”).
* **Filter** analytics dashboards by group or category.
* **Generate** reports that show performance, usage, or inventory at a more granular level.
### **Remove Site Groups**
To delete a **site group**, click the **red trash icon** next to the item.
When you delete a site group, only that item will be permanently removed.
> **Tip:** Use caution — deleted groups will no longer be available when creating sites.
### Edit Site Group
To edit existing entries, click inside the text field and type your updates.
***
### **Save and Update**
Once your site groups are finalized, click **Update Template** (bottom-right corner).
The system will automatically save and apply your changes **across all connected users and devices**.
> **Tip:** Any future sites created using this template will have access to the site groups that you have added.
***
### **How It Works in Practice**
Once site groups are set:
* When creating a new site, select its **category**, then assign it to a **group** within that category.
* This association allows your dashboards, analytics, and reports to display detailed breakdowns — for example, comparing **industrial** jobs by **region** or **facility type**.
* When you click **Update Template**, your list of groups is saved and automatically arranged **A–Z**.
* Any updates you make sync instantly across your organization and devices.
### **Best Practices**
* Use clear, descriptive names (e.g., *East Coast Region*, *Western Projects*).
* Keep naming consistent across categories and groups.
* Avoid duplicates that could confuse analytics.
* Review and clean up groups periodically to ensure they remain relevant.
* Use the A–Z auto-sort to maintain clarity and organization.
> **Tips:**
>
> * Site groups work **inside** site categories — so plan your structure before creating them.
> * You can use location-based naming (e.g., *City Name*, *Region Name*) for easier regional reporting.
> * Only delete a group if it’s no longer used in any active site.
> * Combining categories and groups provides powerful filtering in your reports — for example:\
> \&#xNAN;*“Show all Industrial → Power Plant scaffolds built this month.”*