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.

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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

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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

Learn about roles and permissions

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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