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Eptura Knowledge Center

Add or Remove Customer Site Assignments

The sites that customers are assigned to can be managed and this lets you add or remove sites.


  1. Navigate to Customers.
  2. Click the Customer Record. By default the Details tab displays.
  3. Click the Sites Sites.png tab. The Customer Sites displays.
  4. Click the Add customer to new site button.
  5. From the Site drop-down, select the site.

The site is automatically saved.

To remove a site, click  the Remove clipboard_e264d2af45ffa9027ee09b0ce1ee3c82f.png icon.