Edit Client’s Sites

Edit a client’s site

1. On the Client’s Sites page, locate the client’s site that you want to edit and click the Action button at the end of the row

2. Select Edit This Site from the Actions drop-down list

   

3. A panel slides in from the edge with all the details about that client’s site.

   • Overview tab

   • Integrations tab

   • Services tab

4. Edit client’s info in the Overview tab.

   

5. Continue to next sections of this page for setting up integrations and services.

   • Integrating Other Apps With Client’s Site

   • Managing Services For Clients

6. Click Save Changes to save and close the panel.

Any changes you make from here will also be synced with the information in General Settings

Bulk move client’s sites to a user group

1. On the Client’s Sites page, click Bulk Action on the left and select Move client’s sites to another group

   

2. Select the client’s sites that you want to move

   

3. Click Move [number] client’s sites

   

4. A dialogue will pop up and from there, select the new user group for the selected client’s sites

5. Click Move to finish.

View a client's site

1. On the Client’s Sites page, locate the client’s site that you want to edit and click the Action button at the end of the row

2. Select Go To This Site from the Actions drop-down list

   

3. From there, you can view the client's site on new tab and make changes as needed.