Create and Manage Sites

Overview

Each site can have its own instance in the HqO application. Please note, to add a new building/site in XM Admin, a user must have “Manager” roles.

How Does it Work?

Mobile Experience

• A user can have access to multiple buildings in our mobile experience

• If a user has multiple buildings attached to their profile, they have the ability to toggle between them in the left sidebar

XM Admin Experience

• Admins can select which buildings they are viewing in Admin through the building picker

• Admins can manage, edit, and create the buildings under their portfolio

Managing/Adding Sites (Buildings)

View Sites in XM Admin

Step 1: Navigate to the building picker in the left navigator

Step 2: Select the site you would like to view/manage

View Portfolios in XM Admin

Step 1: Navigate to the building picker in the bottom left corner

Step 2: Select “Manage All”

Step 3: View the portfolio and the assets/sites within it

Adding a New Site in XM Admin

Please note: This functionality is not currently available for all users in XM Admin. If you would like to create a site, please contact your HqO Customer Success Manager or Implementation Manager.

Step 1: Navigate to the building picker in the left navigator

Step 2: Select “My Portfolio” in the left navigator

Step 3: Select “Add” in the top right corner

Step 4: Select “Asset” or “Building” (some options may be hidden depending on the admin’s user role)

Step 5: If “Asset” was selected, specify if there are one, or multiple buildings within the asset. Then select “Create.”

Step 6: Select which portfolio the site will love under

Step 7: Type in the site’s name

The “Description” field is optional.

Step 8: Type in the site’s address

Step 9: Type in the site’s building population and square footage.

Step 10: Upload an image of the site. This image will appear only in the building picker circle.

Step 11: Select the building’s language. if there are multiple languages, select “Add additional language variations” to add more.

Step 12: Select which whitelabel app the site will be attached to.

Step 13: Select the site’s timezone.

Step 14: Select the site’s currency type.

Step 15: Select “Add Building.”