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How to Add Sites to your Free Trial Environment

This guide explains how to add and manage Sites in your Free Trial Environment within the EHS-Dashboard. Sites represent individual locations or facilities and are used to organize data, users, and workflows across your system.

Step 1: Navigate to Site Management

  1. Click Account Settings in the upper right corner of the screen.

  2. Click Settings.

Screenshot 2026-02-06 at 12.40.04 PM

     3.   Click General -> Manage Sites

Screenshot 2026-05-01 at 3.05.03 PM  Step 2: Add or Manage Sites

From the Manage Sites view, you can:

  • Edit an existing site by clicking the pencil icon

  • Archive a site by clicking the archive icon

  • Add a new site by clicking the + ADD SITE button

Screenshot 2026-05-01 at 3.18.26 PM

Step 3: Enter Site Details

In the Edit Site window, enter the following information:

  • Site Name (Required)

  • Location

  • Description

  • Notes

  • Contact Name

  • Email

  • Phone Number

    Fill in as much detail as needed to properly identify and manage the Site.

Screenshot 2026-05-01 at 3.22.03 PM

Step 4: Save the Site

Click Save.

The new Site will now appear in your Site list and be available for use across the platform.

Outcome

A new Site has been added to your Free Trial Environment and can now be used to organize data, assign users, and support workflows within the EHS-Dashboard.