What are clients and sites?
Clients: A client would be the top of the hierarchical structure.
Clients can have multiple sites.
Sites: A site would be a specific location or building.
Creating a new client
Navigate to the Clients tab on the left side of the screen.
Click on New Client at the top-right of the screen.
Enter the name of the client
Select a theme setting.
This theme will be applied for all Insights Reports recipients associated with this client.
Click Create Client.
Creating a new site
Navigate to the Sites tab on the left side of the screen.
Click on New Site on the top-right of the screen.
Fill out the Site Information.
Name
Property type
Site Notes (more site notes information)
Enter the Location Details.
Address
City
State
Zip
This section is critical because our maps and visuals depend on accurate location details.
Client & Settings
Use the dropdown box to select the client this site is associated with.
Geofence Settings (more geofence information)
Enable to require guards to be within a specified range of the site when submitting observations.
To eliminate GPS discrepancies, we recommend selecting a larger radius.
Toggle Site Inactivity Notifications
This is where you can enable site inactivity notifications.
For more information on site inactivity notifications: see this guide.
Click Create Site.