Sites
Site groups
Purpose Purpose
Site groups let you collect sites into reusable sets. Instead of adding the same individual sites to boards or workflows one by one, you can create a group once and use it wherever that scope is needed.
For example, you might create site groups for:
- All warehouses
- Nordic sites
- High risk facilities
- ISO 27001 scope
- Fire safety program sites
- Sites reviewed by a specific regional team
Site groups are especially useful for large organizations where the same set of sites is reused across multiple boards, reports, or operational processes.
Why site groups matter Why site groups matter
Sites that belong together should meet the same compliance standards — across all the boards that matter. All your warehouses should follow the same Fire Safety standard, Environmental standard, and Insurance requirements, not just one.
A site group makes this automatic. Create a Warehouses group once, add it to every relevant board — Fire Safety, Environmental, Insurance — and every warehouse is covered by all of them. Add a new warehouse later, and it inherits every board scope without any additional steps.
The real value is consistency across boards. One group, many boards, same standards throughout.
Site groups versus hierarchy Site groups versus hierarchy
Site hierarchy and site groups are related, but they solve different problems.
| Use | Best choice | Example |
|---|---|---|
| Represent a stable parent-child structure | Site hierarchy | Global > Europe > Denmark > Copenhagen Office |
| Reuse a set of sites across boards or workflows | Site group | All Warehouses |
| Group sites from different branches of the hierarchy | Site group | Critical Facilities across Europe, Americas, and Asia |
| Grant access through a parent-child structure | Site hierarchy and site access | Give a user access to Europe and its child sites |
| Add a dynamic site scope to a board | Site group | Add All Sites or Nordic Sites to a Compliance board |
A site can only have one parent in the hierarchy, but it can belong to multiple site groups.
The All Sites group The All Sites group
Every organization has a built-in All Sites group. This group is created and managed by the system.
The All Sites group:
- Automatically contains all sites in your organization.
- Cannot be renamed, edited, or deleted manually.
- Is useful when a board should include every active site.
- Updates automatically as sites are created.
If you want a Compliance board to apply everywhere, add the All Sites group instead of adding sites individually.
Creating a site group Creating a site group
To create a site group:
- Open Sites .
- Go to Groups .
- Click New .
- Enter a Name , such as Nordic Sites or Warehouses .
- Confirm or adjust the URL .
- Add an optional Description .
- Click Create .
Only group owners can create site groups.
Adding sites to a group Adding sites to a group
After creating a group, open it from Sites > Groups .
To add a site:
- Open the site group.
- Use Add Site to [group name] .
- Select the site.
- Click Add .
The site's membership is saved immediately. The Current Sites table shows the sites currently in the group.
Adding a site to a group can affect boards that use that group. For example, if a Compliance board includes the Nordic Sites group, adding another site to that group also makes the site part of that board's site scope.
Removing sites from a group Removing sites from a group
To remove a site from a group:
- Open Sites > Groups .
- Open the group.
- Find the site in Current Sites .
- Use the remove action for that site.
Removing a site from a group does not delete the site. It only removes the group membership.
If the group is used on a board, removing the site from the group can also remove the site from that board's effective site scope, unless the site is included another way.
Using site groups on boards Using site groups on boards
Boards can include both site groups and individual sites. This is useful when you want a broad reusable scope with a few exceptions.
For example, a Compliance board could include:
- The All Warehouses site group.
- One individual office site that is part of the same program.
When you add a site group to a board, the board includes the active sites in that group. Users still work with individual site answers, reports, responsibilities, and actions. The group is only how the site became part of the board scope.
Site access is still respected. A user or AI agent only sees and works with sites they have access to, even when a board includes a larger site group.
Editing a site group Editing a site group
To edit a custom site group:
- Open Sites > Groups .
- Select the group.
- Update the name, URL, or description.
- Click Save .
Only group owners can edit site groups. System-managed groups, such as All Sites , cannot be edited.
Deleting a site group Deleting a site group
Custom site groups can be deleted when they are no longer needed.
Deleting a site group:
- Removes the group and its memberships.
- Does not delete the sites in the group.
- Cannot be undone.
- Requires group owner permissions and two-factor confirmation.
Before deleting a site group, check whether it is used on important boards. Deleting or removing a group can change which sites are included in those boards.
Good to know Good to know
- A site can belong to multiple site groups.
- Site groups are organization-wide.
- Site groups are not a replacement for hierarchy; they are reusable collections.
- The built-in All Sites group is managed by the system.
- Only group owners can create, edit, or delete custom site groups.
- Adding or removing sites from a group can update the effective site scope for boards using that group.