Add New Site

#Enterprise

Updated over a week ago

By default, ability to create new sites is restricted to the “Enterprise Manager” user role. Please note that depending on your organization's license type, adding a new site may be billable. If you are not sure, check with your account manager or the account management team at accountmanagement@bonterratech.com.

To add a new site to your Enterprise: 

  1. Select Enterprise on the navigation bar on the left side of ETO.

  2. Select Manage Sites.

  3. Select the link to Add New Site, found at the top left corner of this screen.

  4. Input the required information highlighted in yellow including: Site Name, Customer Account #. 

    1. Note: The Customer Account # is an arbitrary legacy field on this page. You may input any numeric value here to continue creating your new Site.

  5. Input the information for the new Site Manager user of this new site. The information provided will create a new user; you will receive an error if you attempt to use an email address that already exists within your Enterprise.

    1. Note: You will have the option to allow users access to the new site through the Manage User Accounts feature. You may also change the Site Manager selected here in the Manage Sites page after the Site has been created.

  6. Select Submit New Site Information to save.

  7. You will receive a confirmation prompt when the site has been created successfully.

Note: if you click on the "Add New Site" button via the Manage Sites page and are logged out, you will need to enable the "Add New Site" feature within the Manage Site Navigation page then click the "Submit" button.

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