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Adding & Editing Sites

How to add a site:

  1. Navigate to the “Site/Branch” link on the left-side menu.
  2. Click the + new button in the upper-right area of the page.
  3. Begin typing the name of your organization and search with the magnifying glass icon. Click on your organization from the resulting list (it may be a list of one). With that selected, a large orange button will appear and allow you to Select > that organization.
  4. Fill out the requested fields for each section. You will see a summary page with all the information at the end. If everything looks good, click the final Save & Submit button!

How to edit a site:

  1. Navigate to the “Site/Branch” link on the left-side menu.
  2. Hover over the listing for the site you would like to edit. A link to “View/Edit” will appear under the name. Click on that link to edit the info for that site.
  3. To start editing a section, click the Edit button in the top-right corner.
  4. When the edits are complete, click the orange Save button in the bottom-right corner of that section.
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