Set up sites

A site represents a physical location where your assets live — a head office, a warehouse, a plant, a project. Sites let you organize where things are, control who can access them, filter inspections and assets by location, and assign work to the right place.

Who can do this: owners and admins. Where: Administration → Users / Groups / Sites → Sites.

What sites are for

Sites help you:

• Organize locations — track where assets are located.
• Control access — restrict access to specific groups or users.
• Filter data — filter inspections and assets by site.
• Assign work — direct work to a specific location.

CMMS note: if your organization integrates with an external CMMS, sites are maintained there and synchronized into LambdaAssetCheck, so site management here is view-only.

Create a site

- Name - Code - Street address 1 / 2 (optional) - City and Country (optional) - Operation time zone

1. Go to Administration → Users / Groups / Sites → Sites and select Create site.
2. Enter the site's information:
3. Choose whether to use Location hierarchy for this site. If you turn it on, set the maximum location levels, select Next: Locations, and name each level.
4. Select Save site.

Location hierarchy is only available when it's enabled organization-wide — see Organization settings → Sites and locations. A defined hierarchy makes building inspection routes and rounds simpler.

Assign users to a site

1. On the Sites page, select the Manage Users icon in the Actions column for a site.
2. On the Users at [Site] page, select Add Users.
3. Choose the users to add and select Add Users. They now appear in the list.
4. Select Close.

Tip: assign sites to *groups* rather than to individuals wherever you can — it's far less to maintain as people move around.

Remove users from a site

1. Select the Manage Users icon for the site.
2. On the Users at [Site] page, select Remove [User] from site in the Actions column.
3. Confirm with Remove, then Close.

Edit a site

Select Edit Site, change the fields as needed, and select Save changes.

Deactivate a site

Select Mark site as inactive and confirm. The status changes to Inactive, and the action button changes color — use it again to re-activate the site.

View and print the site QR code

Each site has a QR code. Select the View QR code icon in the Actions column to view and print it — handy for on-site incident reporting and scan-to-audit workflows.

Related articles

• Set up groups
• Manage your users
• Set up roles and permissions