Adding Collection and Assigning Sites

You can create Collections in an Account and assign Sites to them. Tip: If you plan to add Collections, do so before creating users. This allows users to be created in their appropriate Collections.


Prerequisites

  • You must have the Account Owner role or higher.


To Add a Collection

  1. Click Account in the sidebar.

  2. In the right pane, click the Collections tab.

  3. Click + Add Collection. The Create Collection window opens.

  4. In the Create Collection window:

    • Enter a name for the Collection.

    • (Optional) Enter a description.

    • Specify the Sites to assign to the Collection. Note: A Site can belong to only one Collection. To move a Site from Collection2 to Collection1:

      • First, remove the Site from Collection2.

      • Then, assign it to Collection1.

  5. Click Submit.

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