Last week we introduced Site Groups — reusable collections of sites for boards, scopes, and programs. Today we're making them even easier to manage with the new Membership matrix .
Open Sites > Groups > Membership to see your whole portfolio at a glance: one row per site, one column per site group, and a toggle in every cell. Adding or removing a site from a group is now a single click — no need to open each group one at a time.
Why this matters
As your organization grows, so does the number of site groups — regions, facility types, program scopes. Keeping memberships correct across all of them used to mean jumping in and out of each group. The matrix turns that into one overview where gaps are easy to spot and just as easy to fix.
How it works
- Toggle with one click — flip a site in or out of any custom group directly in the cell
- Filter like the sites table — narrow down by name, country, tags, hierarchy, status, and even your custom columns
- Sort and filter by membership — every group column can be sorted and filtered, so you can instantly see all members (or non-members) of a group
- Export everything — download the full matrix to Excel or CSV for reviews and audits
System-managed groups such as All Sites are shown read-only — their membership is handled automatically, and the matrix explains why when you hover the toggle.
Who can use it
Managing memberships follows the same permissions as editing sites — if you can update a site, you can manage which groups it belongs to. Everyone else can use the matrix as a read-only overview of which sites belong to which groups — and every change is recorded in your organization's activity log.
Read the full guide in our docs: Site groups