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Sites

A Site is a custom portal: a navigational menu of pages, each built from widgets. A Service Portal is a typical example — a menu with items like "All Support Items," "Assigned to Me," "Report an Issue," or "Service Ticket Statistics," each opening its own dashboard-style page.

Terminology: the Site is the whole thing (menu + main view); the Menu/sidebar is where you navigate between pages; the Main view is a page's own content area. Switch between sites via the site switcher (click the site name, top-left).

Managing sites​

Sites in the main menu lists the sites available to you; + creates a new one (with a default placeholder page).

Configuring a site (from within it: ⋯ → Configure; from the overview: hover the card → the cogwheel icon) requires Admin or Owner on that site, and covers: site name, logo, layout, pages, and appearance.

Layout​

Controls where the menu sits, or whether it shows at all:

  • Left — best for many pages/folders needing quick access.
  • Top — keeps the menu subtle, focus on the current page.
  • No menu — a single-purpose dashboard; only the homepage (or the first page, if none is set as homepage) is shown, even if the site has multiple pages.

Appearance​

Custom colors for Menu Background, Menu Text, Page Background, Page Text, Widget Background, and Widget Text (the latter two are defaults for widgets that don't set their own).

Custom domains​

A site can be served from a custom domain instead of the default platform domain — requires Admin or Owner, plus the ability to manage DNS for that domain. After adding one, it shows as Pending until DNS propagates (usually minutes, sometimes hours for a newly registered domain) — no action needed while pending. A failure usually means the DNS record hasn't propagated yet, or has a typo.

Domain limits depend on subscription plan: Starter/Essential allow 2, Scale allows 4.

Preview mode​

Preview a site before publishing, as yourself or as an external user. Preview is read-only — you can navigate every page and interact with widgets, but nothing that would mutate data is allowed.

Publishing​

Editing a site creates a draft automatically. Publish replaces the live version with your draft; Discard removes the draft and reverts to what's already published. Re-entering configuration loads any existing draft.

Access control​

Corrected

Confirmed against AppRestrictionType and the real UI labels in AppsPermissionRestrictionTypeField.tsx — the original migrated text called these "Public"/"Private," which isn't accurate.

A site is Open (everyone in the workspace can manage the app and its permissions, and edit objects) or Restricted (only added users can view or edit it) — the same Open/Restricted model used by Spaces and Docs.

Manage Users​

Search/filter by name or email, role (Owner/Admin/Member), or type (Internal — also has workspace access; External — site-only access; Invited — hasn't accepted yet).

A default access role (No Access, Owner, Admin, Member) applies to workspace members automatically. Owners and Admins can change a user's role, resend a pending invite, or remove access. New users are added via an invite field — pick workspace members, or enter external email addresses — with a role assigned alongside.

Cloning and deleting​

Clone copies a site along with all its content (pages, folders, widgets) and styling. To delete, you must be the site's owner: ⋯ → trash icon, then confirm by typing the site's name.