Sites

Manage all operational sites — including customers, scaffolds, inventory, users, and tasks — in one central dashboard.

Purpose

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

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.

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.

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.


Active and Closed Sites

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

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

  • 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


Opening a Site

Click anywhere on a site row to open the full site dashboard.

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.

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

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

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.

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