How to Edit a Site

Editing a Site lets you correct an address, refine GPS coordinates, or update the description when operational reality changes—without creating a duplicate Site.

Widespread Impact

The Name and Address appear in navigation, reports, and integrations that reference the Site. Confirm changes with stakeholders before saving if the Site is heavily used.

Open the Row Menu and Click Edit

Edit Site Drawer

Step 1 – Access the Sites List

1. From the main sidebar, go to Other → Admin Portal.
2. Click Sites.

Step 2 – Open the Edit Form

1. Locate the Site in the list.
2. Click the More (⋯) icon on that row.
3. Select Edit from the menu.

Step 3 – Update Site Parameters

Adjust any fields that need to change. The same fields as on creation apply:

Field	What to change
Name	Rename the Site if the official location name changed.
Address	Update street, city, or country for deliveries and records.
Latitude / Longitude	Refine map coordinates if the pin was wrong or the facility moved.
Description	Clarify the Site’s role (e.g. distribution only, manufacturing, HQ).

Step 4 – Save Your Changes

1. Review the updated values.
2. Click Submit at the bottom-right of the edit drawer.

Step 5 – Verify the Update

After saving:

1. Confirm the edit drawer closes.
2. Verify changed values in the Sites table.
3. Use Search by name to quickly locate and re-check the updated Site.

If you do not see changes immediately, refresh the list and confirm you edited the correct row before retrying.