# Sites

## **Purpose**

The Sites page is the central hub for managing every location where your company is operating.&#x20;

From here, you can:

* Create new sites
* Track active and closed sites
* View scaffolds, users, inventory and tasks for each site
* Open the full site dashboard
* Close or reopen sites
* Assign customers, categories, groups and dates

This page provides complete visibility and control over all work locations.

***

## **How It Works**

### **Active Sites and Your Subscription**

The number displayed next to **Active Sites** is your total number of sites currently open and active on your account.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FiZtue80yyAYj35nKxfQu%2FScreenshot%202025-11-08%20at%2005.56.02.png?alt=media&#x26;token=0776c785-7115-4ced-ac77-e9cb2e2a4a86" alt="" width="231"><figcaption></figcaption></figure></div>

This number is directly linked to your Cloudscaff subscription tier.

Examples:

* If your subscription plan allows 10 Active Sites and you currently have 10 open, you have reached your limit
* To add an 11th site, you must either:
  * Close an existing site, or
  * Upgrade your membership

When the limit is reached, the system will display a red notification message informing you that your Active Site limit has been reached. You will not be able to create a new site until the limit is reduced or the plan is upgraded.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2Fl4kSSLqzpXg7PwlELPga%2FScreenshot%202025-11-08%20at%2005.50.38.png?alt=media&#x26;token=5c19a08e-8ade-41f9-8eb2-801f39098952" alt=""><figcaption></figcaption></figure></div>

Selecting **Upgrade Membership** will redirect you to the Cloudscaff Stripe billing portal. Only the email address linked to the billing account will be able to complete this upgrade.

{% hint style="info" %}
[Learn how to manage your subscription](https://docs.cloudscaff.com/manage-subscription)
{% endhint %}

***

## **Active and Closed Sites**

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FJo2qNd18ig3mDFvxOwbZ%2FScreenshot%202025-11-08%20at%2005.40.07.png?alt=media&#x26;token=36da6560-1446-445a-9a2d-1ca173af8a14" alt="" width="375"><figcaption></figcaption></figure></div>

Sites are separated into two accordion sections:

| Section      | Meaning                                                                                         | User Actions                    |
| ------------ | ----------------------------------------------------------------------------------------------- | ------------------------------- |
| Active Sites | The site is currently active. New scaffolds, tasks, users, and inventory movements are allowed. | Open site dashboard, close site |
| Closed Sites | The site has been completed or paused. All activity is disabled.                                | Reopen site                     |

The page automatically loads with Active Sites expanded

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FCrEVcFrwc4KeJET6gKJ8%2FScreenshot%202025-11-08%20at%2005.41.42.png?alt=media&#x26;token=65478f84-0f37-4e0f-9280-93e70de7ef2f" alt=""><figcaption></figcaption></figure></div>

Users can expand or collapse both accordion sections at any time

***

## **Creating a New Site**

* Select the yellow plus (+) button in the bottom-right corner

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F7q6wW4sVImz8ETqwPSXC%2FScreenshot%202025-10-30%20at%2011.10.42.png?alt=media&#x26;token=752afc96-bfc4-4b41-b5db-535205c5c82f" alt="" width="70"><figcaption></figcaption></figure></div>

* The Create Site form will open
* After a Site has been created
* A unique Site Code is automatically generated (example: SITE250000001)
* Once saved, the site will appear under Active Sites

{% hint style="info" %}
[Learn how to create a site](https://docs.cloudscaff.com/site-management/sites/how-to-create-a-site)
{% endhint %}

***

## **Opening a Site**

Find the site that you wish to access, and click on the code or site name to open the full site dashboard.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FUIWSrH8UP7RxOTB6XTss%2FScreenshot%202025-11-10%20at%2012.07.25.png?alt=media&#x26;token=5aa60b44-354c-4ec2-bb8b-8deed5578732" alt="" width="375"><figcaption></figcaption></figure></div>

The site dashboard may include:

* Scaffolding on site
* Inventory delivered to or returned from site
* Tasks and job cards
* Assigned users
* Handovers and dismantle scheduling
* Document creation

***

## **Closing and Reopening a Site**

Each site row displays a yellow cog icon.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FakXy7WTQLSKp3caTUXSt%2FScreenshot%202025-11-10%20at%2011.08.13.png?alt=media&#x26;token=939e8a02-f67c-48bd-b939-2106ce4a28ec" alt="" width="49"><figcaption></figcaption></figure></div>

If the site is active, the cog will provide the option to close the site

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FiYpE2GwPGK7AujhoGkj7%2FScreenshot%202025-11-10%20at%2012.04.32.png?alt=media&#x26;token=a8e6fe17-e1fa-42eb-baee-984680a79947" alt="" width="175"><figcaption></figcaption></figure></div>

If the site is closed, the cog will provide the option to reopen the site

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FJwc56WAkrKfiTDgppEr7%2FScreenshot%202025-11-10%20at%2012.04.47.png?alt=media&#x26;token=4d690f81-5ab9-4ffd-ba69-15437664da4b" alt="" width="173"><figcaption></figcaption></figure></div>

Both options will ask for confirmation if you wish to close or open the site.&#x20;

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F3f8XHDGMuCvNjL49HNbn%2FScreenshot%202025-11-10%20at%2012.04.58.png?alt=media&#x26;token=fa42c601-7282-4c27-8b37-d77330437f12" alt="" width="188"><figcaption></figcaption></figure></div>

When a site is closed:

* No new scaffolds can be created
* No new inventory can be delivered or returned
* No new users can be added
* All activity is restricted
* The site moves to the Closed Sites section
* Closed sites can be reopened at any time

***

## **Table Columns**

| Column                | Description                                             |
| --------------------- | ------------------------------------------------------- |
| Code                  | Auto-generated unique site identifier                   |
| Site Name             | Click to open the site dashboard                        |
| Customer              | The assigned customer for that site                     |
| Group                 | The city or group the site belongs to                   |
| Category              | Category of work (for example: Industrial, Maintenance) |
| Start Date / End Date | Planned duration of the project                         |
| Scaffolds             | Total number of scaffold structures on the site         |
| Users                 | Total number of active users assigned to the site       |

***

### **Search and Display Controls**

* The search bar allows filtering by site code, name, customer, or category
* The row count selector (example: 100 ▼) changes how many rows are shown on one page

***

### **Bulk Actions**

The footer bar (example: 0 selected / 2 total) displays the number of sites in the table.

* Sites cannot be selected in bulk
* There are no bulk actions such as exporting, closing or deleting multiple sites at once

***

### **Permissions and Access Control**

| Permission Level                     | Access                                                                                           |
| ------------------------------------ | ------------------------------------------------------------------------------------------------ |
| Super Admin or Site Admin            | Full access to all sites                                                                         |
| Other roles                          | Must be assigned to a site in order to view it, create documents, or perform inventory movements |
| Create / Edit / Close / Reopen Sites | Controlled by permission toggles                                                                 |

If a role does not include access to Sites, the Sites menu will not appear for that user.

***

### **Action Buttons**

#### Floating Action Button (Plus Button)

* Located at the bottom-right of the page
* Remains visible whether Active Sites or Closed Sites are expanded
* Always opens the Create Site form

#### Cog Icon

* Located on each row
* Active site: provides option to close
* Closed site: provides option to reopen

***

### **How to Access**

* Open the main menu
* Select **Sites**

The Sites page will load with Active Sites expanded and all site information displayed in the table.
