Follow this procedure to edit site details, such as site or company name, number of seats, and to add information about the site.

            

To edit a site's details:

            

  1. Log in to the management console.

    The management console displays with the Sites tab active.



  2. Click the Managebutton.


    The Manage Sites panel displays, with the Summary tab active.



  3. Click the Details tab.


    The Details tab displays.


       

  4. In the Site/Site Company field, update the site or company name, as needed.
                   
  5. In the Site Type area, select one of the following radio buttons:
    • External Company
    • Internal Site

Note: If you selected the Internal Site radio button, the Company Size, Company Industry, Billing Cycle, and Billing Date fields do not display, and you do not have to populate them.

   

  1. In the Company Size field, from the drop-down menu, select the range that best represents the size of your company.
                   
  2. In the Company Industry field, from the drop-down menu, select the industry that best represents your company
                   
  3. In the Billing Cycle field, from the drop-down menu, select one of the following billing cycles:
    • Annually
    • Quarterly
    • Monthly
    • Weekly
                     
  4. In the Billing Date field, use the drop-down menus to select both the month and the date for billing.
                   
  5. In the Comments field, enter any comments or notes as needed. This is a free-form field.
                   
  6. In the Created By field, update the person who created the site, as needed.
                   
  7. From the Tags drop-down menu, enter as many tags as needed. You can create tags based on any or all of the following:
    • The type of company, such as medical, construction, or transportation.
    • The time zone, geographic location, country, or language.
    • The account manager's name, the IT person's name, or the name of your main contact.

For more information, see Tagging Sites.
   

  1. When you're done, click the Save Changesbutton, which is located at the bottom of the tab.