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Creating and removing a site

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Kazusa
Creating and removing a site is available as part of the Beamo Plan(s) Essential, Pro, Enterprise.
Learn how to get more out of Beamo with Plans and Packs.

Introduction

Sites are the building blocks of Beamo and are required in order for the platform to be used. Every site consists of individual plans where surveys are conducted.

Who can use this feature? 

  Super Admin Site Manager Team Admin Surveyor Collaborator Viewer
Create/
Remove Site		 :check_mark: :check_mark: :minus: :minus: :minus: :minus:

Creating a new site

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  1. From the side panel of the home screen click [+ Create Site].

  2. Input the site name and address to create your new site. 

  3. Click [Create] to create your site. 

  4. Apply labels and [Save].  Continue adding plans/floors.  

Removing a site

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  1. From Home, navigate to the site you want to edit or remove.

  2. Click the kebab menu next to the site name.

  3. Select [Edit] to make changes to the name, image, address, or label.

  4. Select [Delete] to remove the site from the site list. 

  5. Confirm the action.

    Note: Deleted sites will be temporarily stored in the recovery section for 30 days. 

  6. Go to Recovery > Sites to restore or permanently delete the site. 

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