Site management

Create a new site

System administrators and other users who have been given
Create Site
 privileges can create new sites.
note
Site administrators without Create site permissions are unable to create a new site.
Add a site
To create a new site, click the
Home
 icon at the top of the screen to open the HighQ Home dashboard.
Select
Add site
 in the
Sites
 list.
The
Add site
 screen opens.
Enter a name for the site, and if required select a template. Add further information, such as
Site purpose
,
Site owner
 (by default this is the user who creates the site) and a
Client
 or
Matter number
.
note
While most characters are accepted in the site name, please do not use ' : or " in the name.
If the site name is rejected, check for special characters and replace them with alternatives.
Click
Save
 to create the site.
Once the site has been created, you should add one or more users as site administrators. Otherwise, only system administrators and the user who created the site can configure the site.
note
The process of creating a new site, although not available to site administrators, is demonstrated so that site administrators understand what settings can be enabled during site creation.
However, a system administrator has the privileges of any site administrator and can configure any settings on any site, not just the ones contained in the
Add site
 screen.
Change site status
By default, the site status is set to
Active
. In the
General
 administration screen, a system administrator or site creator can change the site status to
Preparation
, which only allows system administrators, the site creator and site administrators to see the site. This permits a site administrator to configure the site before making it active and available to regular users.
Adding a site administrator to a new site
Once a new site has been created, add a site administrator for the site. To do this, select
Admin
.
The
Admin
 screen opens. In the
Admin
 screen, navigate to
User management
 >
Users
.
Select
Add
.
In the
Add users
 screen, enter the email address(es) of the users to add as administrator(s). Select
Next
. Follow the instructions and select
Save
 to add the user as a site administrator..

This article applies to:

  • PRODUCT: HighQ
  • Subject: Setup