> 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/site-management/sites/how-to-create-a-site.md).

# How to Create a Site

## **Purpose**

The **Create Site** form is used to add a new project or work location into Cloudscaff. This links the site to a customer, stores the physical address, assigns internal users, and generates a unique Site Code. Once saved, the site becomes available across logs, deliveries, handovers, certificates, and reporting.

***

## **How to Access**

Sites → Select (+) → Complete Form → Create Site → Site Appears Under Active Sites

***

## Form overview

### 1) Site Details

<div align="left" data-with-frame="true"><figure><img src="/files/inIiRARkTUHBGOyD1qii" alt=""><figcaption></figcaption></figure></div>

**Site Name** *(required)* – The public name for the site (appears on logs, deliveries, certificates, and reports).

**Site Group** – Choose a grouping bucket for filtering and reporting.

<div align="left" data-with-frame="true"><figure><img src="/files/rLcrRqNtj7SB4h0d5T1j" alt="" width="114"><figcaption></figcaption></figure></div>

{% hint style="info" %}
[Learn how to add site groups](/settings/templates/site-groups-template-create-and-edit.md)
{% endhint %}

**Site Category** – Classify the type of site (used for filters and analytics).

<div align="left" data-with-frame="true"><figure><img src="/files/WNgGcg5HI77rffLHTm00" alt="" width="115"><figcaption></figcaption></figure></div>

{% hint style="info" %}
[Learn how to add site categories](/settings/templates/site-categories-template-create-and-edit.md)
{% endhint %}

**Start Date / End Date** – Optional scheduling used by calendars and upcoming logs.

### 2) Site Rep (optional)

<div align="left" data-with-frame="true"><figure><img src="/files/suzyjnRFUtuKZaLRvahu" alt=""><figcaption></figcaption></figure></div>

Use this when the person who needs to receive handover certificate documents differs from the customer’s default representative.

* **Site Rep Name**
* **Site Rep Email**
* **Site Rep Phone**

> When set, the Site Rep overrides the customer representative on all site documents.

***

### 3) Users

<div align="left" data-with-frame="true"><figure><img src="/files/QuneOv7WlfGAzbZ8iZgA" alt=""><figcaption></figcaption></figure></div>

Assign internal users who can access this site.

* Click the **green (+)** button to open **Select Users**.
* Search by name, email, or role and tick to add users.
* Click **Done**.

<div align="left" data-with-frame="true"><figure><img src="/files/hL3weaHyuEnx7rX2VHAB" alt="" width="375"><figcaption></figcaption></figure></div>

> **Note:**\
> Permissions for viewing or editing sites are managed in \[Roles & Permissions].\
> If a user is not a Site Admin or Super Admin, they will only see and access a site if they are added to it. Be sure to assign users to every site they need to work in.

{% hint style="info" %}
[Learn more about roles and permissions here](/settings/user-management/role-builder-add-or-update-roles.md)
{% endhint %}

{% hint style="info" %}
[Learn how to add a user](/settings/user-management.md)
{% endhint %}

***

### 4) Site Address

<div align="left" data-with-frame="true"><figure><img src="/files/d7giTCuCF1iuQWWbOyiE" alt=""><figcaption></figcaption></figure></div>

* **Search for Site Address** – Start typing to auto-fill.
* **Address, Suburb, State/City, Zip, Country** – Store the physical address used on all documents.

***

### 5) Customer Details

<div align="left" data-with-frame="true"><figure><img src="/files/DDbKL9ehvAaNz7SYwYoy" alt=""><figcaption></figcaption></figure></div>

* **Select Customer** – Pick an existing customer or tap **Add New** to create one inline.

<div align="left" data-with-frame="true"><figure><img src="/files/i9OtMr5xHhikEiRfLT0d" alt="" width="375"><figcaption></figcaption></figure></div>

* Optional fields: **Email**, **Representative**, **Contact Number**, **Registration Number**, **VAT Number**.
* **Exclude VAT on Estimates and Invoices** – Toggle if this site should be VAT-excluded.

{% hint style="info" %}
[Learn how to manage customers](/settings/customer-management.md)
{% endhint %}

***

### Create the site

When everything looks good, select **Create Site**. You’ll be taken back to the Sites list where the new site appears under **Active Sites** with its auto-generated **Site Code**.

<div align="left" data-with-frame="true"><figure><img src="/files/XcEbPRDLiVEjB5slcvOQ" alt="" width="130"><figcaption></figcaption></figure></div>

***

> **Tips & validation:**
>
> If you see “Please enter a valid Site Name,” add a name before saving.
>
> The create site button will be greyed out if all the required fields are not added.
>
> You can create the customer and address first to speed up entry (both are searchable).
>
> Keep groups and categories consistent—they’re powerful for filtering, reporting, and dashboards.
>
> If you hit an active-site limit, use **Upgrade Membership** to increase your tier or close an inactive site.