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Start by opening to Admin Module → Sites
Select New
Fill out fields
Name: Name of the site
License Type
Phone, Address, Zip code, City, State
FIPS
Tax ID
QRIS
Accreditation Status
Default Account: determines billing account associated with the site
Time Zone
Select Save when completed
Once a site is set up, select the site to open the site’s profile to update or add more details.
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There are 5 sub tabs in each site’s detail: Profile, Classrooms, Users, Data Integration, and License
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1 Profile
Allows administrative users to modify site details including the ability to set status to active/inactive. Select Edit to make changes.
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Select Save when complete
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2 Classrooms
Allows administrative users to add and modify classrooms within the site.
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Select New
Fill out form:
Name: name of classroom.
Mental Health Consultation Services: toggle to allow MHCS.
License List: will default to care type of site but can be changed per classroom.
Capacity: set child capacity.
Schedule Template: select default schedule template when enrolled in this classroom.
Staff Capacity.
Description.
Select Save when complete.
To modify a classroom, select the name then Edit. Save when completed. To delete a classroom, select Delete.
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3 Users
Allows administrative users to link existing users to a site. Select Link to add users. To remove a user, select the trashcan.
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Select user(s) to link then select Save.
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4 Data Integration
Applicable to agencies that are linked to other agencies using CC3.
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5 License
Allows administrative users to add license(s).
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