Configure Sites

Configure Sites

Organizations may operate multiple branches worldwide. These branches can be situated in either the same area or different regions. The various branches within a particular region are referred to as Sites in ServiceDesk Plus MSP Cloud. You set up multiple sites for different customers based on their branches.
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Sites can be configured individually for each customer. 
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When a customer is added, a default site (Base Site) will be created for the customer.  It will be indicated with a icon on the sites list view.
 

Add Site 

Role Required: SDAdmin
  1. Go to Setup > Instance Configurations > Sites.
  2. Select the respective customer from the filter in the header.
  3. In the site list view, click New Site.
  4. Enter the Site Name in the text field provided.
  5. Provide a brief description of the organization's activities in the site.
  6. Select the Region and Time Zone for the site. The specified time zone is essential to calculate the operational hours for the site. If no time zone is set, the server time zone will be set by default.
  7. Select the Language of the site from the drop-down. This language will be set as the application language for users imported from verified domains who are assigned to a department of this site. 
  8. Specify the Address of the organization along with City, State/Province, ZIP/Postal Code, State, and Country.
  9. Enter the contact information such as Email, Phone number, Fax number, and the Web URL of your organization.
  10. Configure site-related settings. You can apply one of the following settings for each or all configurations:
    1. Copy Default Settings: Replicate the default site configuration under the same customer. Once replicated, the current site will be independent of the base site settings, and changes made in the base site settings will not be reflected in the copied site. You can edit the copied site settings.
    2. Refer Settings: Synchronize parent site's configurations, such as Technicians, Groups, Business Rules, and Service Level Agreements. Choose a pre-defined site's (parent site) configuration from the drop-down menu. Sites that inherit configurations from a parent site are known as referring sites. You cannot make changes to the referring sites' configurations. However, changes made to the parent site will automatically be applied to the referring site.
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 Sites can only refer to sites under the same customer.  
    1. Custom Settings: Custom settings help you organize, configure, and maintain separate site-specific configurations. Custom settings do not influence default site settings.
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  A single site can have a combination of all three settings. 
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 Referring sites cannot be a parent site for other sites. 
  1. Click Assign Role to add organization roles to the site and to assign a user to the role. For customers, only requesters of the customer will be listed. For the MSP Customer, MSP requesters and technicians in the MSP will be listed.
  2. Click the Add icon to associate multiple organization roles.
  3. Finally, click Save. 


 

Edit/Delete Site 

Role Required: SDAdmin, SDSiteAdmin
 
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SDSiteAdmin can only view/edit/delete  associated sites.
To edit or delete a site,
  1. Go to Setup > Instance Configurations > Sites.
  2. Select the respective customer from the filter in the header.
  3. In the site list view, click the settings icon against the site.
  4. Click Edit or Delete as preferred.

When deleting a site, if the site is being used by a module, the site cannot be deleted. In turn, the site is grayed (marked inactive) to avoid further usage of the site.

If the site is associated with a requester, asset, probe, or request template, you can choose to associate these with a different site.

A site association pop-up will appear while deleting the site, prompting you associate the parameters to a different site.
 

Make Inactive Sites Active 

To bring the deleted site back to an active state,
  1. Go to Setup > Instance Configurations > Sites.
  2. Select the respective customer from the filter in the application header.
  3. In the site list view, change the filter beside the page header to view the inactive sites.
  4. Click the settings icon against the inactive site and select Edit.
  5. In the edit page, disable Site not for further usage check box, and click Save.

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