How to Edit a Site
Once a site has been created, you can update its details at any time. Editing a site uses the same form as creating one, but is accessed directly from the site list.
How to Access
Sites → Click on a Site → Select the Gear Icon (top-right) This opens the Edit Site screen.
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
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
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
Last updated