System administrators and other users who have been given Create Site privileges can create new sites.
Site administrators without Create site permissions are unable to create a new site.
For information on how to create a new site from a template, click here.
Add a site
To create a new site, click the Home icon at the top of the screen to open the HighQ Home dashboard.
Click Add site in the Sites list:
The Add site screen is displayed:
Enter a name for the site, and if required select a template. Add further information, such as Site purpose, Site owner (by default this is the user who creates the site) and a Client or Matter number.
Click Save to create the site.
Once the site has been created, it is advised to add one or more users as site administrators. Otherwise, only system administrators and the user who created the site are able to configure the site.
The process of creating a new site, although not available to site administrators, is demonstrated so that site administrators understand what settings can be enabled during site creation.
However, a system administrator has the privileges of any site administrator and can configure any settings in any site, not just the ones contained in the Add site screen.
Change site status
By default, the site status is set to Active. In the General administration screen, a system administrator or site creator can change the site status to Preparation, which only allows system administrators, the site creator and site administrators to see the site. This permits a site administrator to configure the site before making it active and available to regular users.
Adding a site administrator to a new site
Once a new site has been created, add a site administrator to the site. To do this, click Admin:
The Admin screen is displayed. In the Admin screen, navigate to User management > Users:
Click Add:
In the Add users screen:
Enter the email address(es) of the users to add as administrator(s) and click Next. Follow the instructions and click Save to add the user as a site administrator.
