# How to Edit a Site

## How to Access

**Sites → Click on a Site → Select the Gear Icon (top-right)**\
This opens the **Edit Site** screen.

<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%2Frh9QJomDrgiSPDwY4hgM%2FScreenshot%202025-11-10%20at%2021.52.56.png?alt=media&#x26;token=75cfca2d-02b7-44c7-b6d2-005d6d28cc65" alt=""><figcaption></figcaption></figure></div>

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## What Can Be Edited

You can update all existing information, including:

#### **Site Details**

* Site name
* Site group
* Category
* Start/End dates
* Site Rep details

#### **Customer Information**

* Change the assigned customer
* Update representative details
* Update VAT or company information
* Toggle VAT exclusion for estimates and invoices

#### **Site Address**

* Update or replace the physical address

#### **Users**

* Add new users to the site
* Remove users who no longer need access
* Only users assigned to a site (or who hold Site Admin / Super Admin permissions) can access it

{% hint style="success" %}
[See how to add users to a site](https://docs.cloudscaff.com/site-management/how-to-create-a-site#id-3-users)
{% endhint %}

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### Permissions & Actions

Depending on your role and permissions in **\[Roles & Permissions]**, you may also:

* **Close a Site** (moves it out of Active Sites)
* **Delete a Site**
* **Save Updates** to any field
* **Add or Remove Users**

{% hint style="info" %}
[Learn about roles and permissions](https://docs.cloudscaff.com/settings/user-management/role-builder-add-or-update-roles)
{% endhint %}

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### After Saving

When changes are saved:

* The updated information becomes active immediately
* Documents, logs, deliveries, and certificates will display the latest site details
* Added users will see the site in their account
* Removed users will lose access