---
title: How to Create Sites for Organizing Locations and Operations
description: "## Overview Sites allow you to track and manage the data captured during inspections effectively. By associating each site with specific details such as location, customer/site number, or site manager, you gain the ability to filter your reports and actions…"
url: "https://pluto-men.com/help/how-to-create-sites-for-organizing-locations-and-operations/"
updated: "2026-03-23"
category: Plutomen WORKFLOW / Company Admin
---

# How to Create Sites for Organizing Locations and Operations

## Overview

Sites allow you to track and manage the data captured during inspections effectively. By associating each site with specific details such as location, customer/site number, or site manager, you gain the ability to filter your reports and actions by site. This enables you to drill down into site-based trends, facilitating more targeted analysis and decision-making.

## Where to Access Sites

Go to **Settings → Sites**.

👉 Sites are managed under the **Organization section in Settings**.

## How to Create a New Site

### Step 1: Access Sites

Go to **Settings → Sites**.

![site 1](https://pluto-men.com/wp-content/uploads/2025/09/site-1-1024x576.jpg)

### Step 2: Create Site

Click Create

![create sites 1](https://pluto-men.com/wp-content/uploads/2025/09/create-sites-1-1024x576.jpg)

### Step 3: Enter Site Details

Provide the required information:

- Site Name
- Location
- Site No.

![create sites 1 1](https://pluto-men.com/wp-content/uploads/2025/09/create-sites-1-1-1024x199.jpg)

### Step 4: Save Site

Click Save to create the site.

👉 Use clear and standardized naming for easy identification.

## How to Edit an Existing Site and Update Location Information

**Step 1: Open Sites**

Go to Settings → Sites.

**Step 2: Select Site**

Choose the site you want to update.

**Step 3: Click Edit**

Use the **three dots (⋮)** menu, and select "Edit".

**Step 4: Update Details**

Modify:

- Site Name
- Location
- Site No.

**Step 5: Save Changes**

Click Save

## How to Delete a Site When It Is No Longer Required

**Step 1: Open Sites**

Go to Settings → Sites.

**Step 2: Select Site**

Choose the site you want to delete.

**Step 3: Click Delete**

Use the three dots (⋮) menu, and select "Delete".

![Creating sites Delete](https://pluto-men.com/wp-content/uploads/2025/09/Creating-sites_Delete-1024x576.jpg)

**Step 4: Confirm Action**

Confirm the deletion.

👉 Deleting a site may affect related jobs or assets assigned to it.

## How to Use Sites While Creating Jobs or Managing Assets

**Step 1: Open Relevant Module**

Go to Jobs or Assets

**Step 2: Select Site Field**

While creating or editing, locate the Site field.

**Step 3: Choose Site**

Select the appropriate site from the dropdown.

**Step 4: Save**

Click Save

👉 This helps map activities and assets to specific locations.

## How to Assign a Site to a User While Creating or Updating User Details

**Step 1: Open Users Module**

Go to Users from the sidebar.

![connecy users 1](https://pluto-men.com/wp-content/uploads/2025/08/connecy-users_-1-1024x576.jpg)

**Step 2: Create or Select User**

Click Create User to add a new user
OR
Select an existing user from the list

**Step 3: Locate Site Field**

In the user form, find the Site dropdown.

**Step 4: Select Site**

Choose the appropriate Site from the list.

![image](https://pluto-men.com/wp-content/uploads/2026/03/image-1024x576.png)

👉 This ensures the user is associated with the correct location.

**Step 5: Save User**

Click Save to apply the changes.