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How-to

Create a site

A site groups the people and projects of one part of the organisation. The Super Admin creates it empty, then gives it a first administrator.

  • Required roleSuper Admin
  • Checked against the product on
  1. In the sidebar, open Sites. On a phone, Sites is in the bottom bar.
  2. In the Name of the new site field, enter the site’s name.
  3. Click Create a site. The site appears in the list, with zero members and zero projects.

The Sites page seen by a Super Admin, with the name Douala entered, the Create a site button and the Formuloo site marked as the default one.

As a Super Admin, you see every site in the organisation. Your role does not make you a member of any of them, so the Your role column shows a dash for the sites you have not joined.

A site starts empty. Until it has an administrator, only a Super Admin can manage its members.

  1. In the top bar, click Settings (the cog), then User accounts.
  2. On the person’s row, click the ⋮ button. Its tooltip says Actions for followed by the name.
  3. Choose Add to a site.
  4. In Site, choose the site you have just created.
  5. In Role in the site, choose Administrator.
  6. Click Add. A message confirms that the person has joined the site.

The window for adding Larissa Nkeng to a site, with the Douala site chosen and the Administrator role selected.

The site administrator then manages its members. See Manage a site’s members.

  1. In Sites, click the site’s name.
  2. Next to the title, click Rename.
  3. Enter the new name.
  4. Click Save.

A site administrator can rename it, as can the Super Admin. A plain member does not see the Rename button.

What you see What to do
“The name is required and cannot exceed 200 characters.” Enter a name of 200 characters at most.
“This account is already a member of the site.” The person is already in it. Change their role from the site’s page.
“Only a site administrator can do this.” Your role in this site has changed. Reload the page, or ask a site administrator.
The Name of the new site field does not appear. Your account is not a Super Admin.
  • A site cannot be deleted.
  • The Default badge marks the site that holds the projects created before sites existed.
  • Each project belongs to one site and never changes site. When you are a member of several sites, the Create a project window offers a Site field. Otherwise, the project is created in your site.
  • Becoming a member of a project brings you into its site. Leaving a project does not take you out of the site.

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