Create a Site¶
Overview¶
A Site is the central workspace for work in OneSurvey. Surveys, media, assignments, tickets, and reports are all organized under a site.
Create a site from the Add Site modal.
Available to¶
- Create site: Full seat users.
- Manage site team: Manager, Owner.
If Add Site is not visible, your current access does not allow site creation.
Create a Site¶
- Open Sites.
- Select Add Site.
- Complete the form.
- Select Submit.
Site Form Fields¶
| Field | Required | Description |
|---|---|---|
| Name | Yes | Display name for the site. |
| Site ID | Yes | Short identifier for the site. Spaces are converted to hyphens. |
| Stage | No | Current lifecycle stage. |
| Client Organization | No | Links the site to a client record. |
Stage Options¶
| Stage | Description |
|---|---|
| Lead in/Profile | Initial profile and scoping. |
| Pre-Design | Survey and assessment phase. |
| Take Off | Quantity and scope takeoff. |
| Design | Active design work. |
| Deployment | Installation or deployment phase. |
| LiveBuilt | Final as-built documentation. |
Manage Site Team¶
Available to: Manager, Owner
- In the Site list, select the team avatar stack (or +) for a site.
- Search users by name or email.
- Add people to the invite list.
- Set site access level.
- Select Save.
Site Access Levels¶
| Access Level | Intended users | What they can do |
|---|---|---|
| Edit | Full seat users | Full survey and Site actions. |
| Restricted Edit | Field seat users | Field updates and photo workflows; limited design actions. |
| View | Viewer seat users | View and comment only. |
Seat-Based Limits¶
- Full seat: Edit, Restricted Edit, or View.
- Field seat: Restricted Edit or View.
- Viewer seat: View only.
- Owner and Manager organization roles are always locked to Edit.
Manage Existing Sites¶
Available to: Manager, Owner (for menu actions)
From the row action menu in Site list: - Edit: update site details. - Copy Site: duplicate a site and its content. - Archive Site / Unarchive Site: move sites in or out of active views.
Update Stage from List¶
Available to: Full seat users
Click the stage value in the Stage column to change stage directly.
Next Steps¶
- Add your first survey.
- Assign team members.
- Review site elements and data.
- Capture photos with Gallery or OneSnap.
- Track work with assignments and tickets.
Related Pages¶
Need More Help?
Contact the OneSurvey team if you need guided setup or troubleshooting support.