Overview
This path is for administrators responsible for configuring SiteRise, managing users, and maintaining account-wide settings. Estimated time: 2 hours.
Your Path
1. Getting Started & Navigation
Get oriented to the platform before configuring it.
→ Getting Started, Navigation
2. Users
Learn how to add, remove, and manage user access.
→ Users
3. Roles & Permissions
Understand how access is controlled across your organization.
→ Roles, Permissions
4. Companies
Learn how internal teams, clients, and external partners are organized.
→ Companies
5. Templates
Set up templates to standardize how new projects are created.
→ Templates
6. Custom Fields & Settings
Configure SiteRise to match your organization's specific needs.
→ Custom Fields, Settings
7. Reporting
Understand the reporting tools available for oversight across projects.
→ Reporting (Core Platform), Portfolio Views, Executive Reports
You're Done
You now have the foundation to configure and maintain SiteRise for your organization. As you onboard new team members, the Project Manager & Deliverable Owner and External Partners paths are useful to share with them directly.