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How to create a new site

Administrators have the ability to create new sites. If you do not have this ability, it has not been enabled. Please contact us for further information.

Create a site on a computer

  1. Go to Ruby Datum > Admin > Manage Sites. Or the "Switch site" button at the top of the page
  2. Click Add site.
  3. Complete all relevant fields and click Save. (see New Site Form below)
  4. Use Switch site to access this new site.

Create a site on mobile or tablet

  1. Go to Ruby Datum > Admin & Export.
  2. Tap User Accounts > Manage Sites.
  3. Tap the Add icon in the top-right corner> Add site.
  4. Complete all relevant fields and tap Save. (see New Site Form below)
  5. Use Switch Site to access this new site.

New Site Form

Site Name: e.g. Project or Business Name.
Domain: the web address for the new site. By default it must end in
Default restrictions on folders: The default restrictions for all folders when first created, which can be changed anytime after the folder is created.

Can add new sites: allows you to create further sites that sit below this one.
Enable Questions and Answers: optional module where users can ask questions, relate documents to questions and reply to other users questions (dependent on permissions).
Parent Site: Select an existing site to be the parent.
First page on login: what users see after logging in and accepting any user terms.
Permissions set by: set whether permissions are set on a single user basis or a group basis.
Email from name: all sites can send out automatic emails, such as new document alerts. This allows you to specify who these emails are from.
Highlight colour: Choose the colour for icons and text when highlighted/selected.
Bar colour: Choose the colour for the top bar. Also used in forms.
Mark as template: Select to make this site's settings, documents, custom fields, user groups & custom terms available as a template to use when creating new sites.
Use template: Select to choose an existing site template and choose which options you'd like to clone from the template for the new site.