Setting up a multi-location organization with sites on Vome

How do I set up a multi-location organization with sites?

Overview

Sites add a layer above categories so each location, region or division gets its own page, its own people and its own coordinators, without forcing that structure into your category list.

Sites require the Enterprise or Ultimate plan. This article is for administrators running more than one location, campus, branch or region.

1. What is a site?

A structural container for a location, a region, or an administrative division.

It sits between your organization and your categories, and gives each part of your operation its own page listing only what belongs to it.

2. What can be linked to a site?

Four things, and each can belong to more than one site.

  • A category can belong to one site, or be shared across several.
  • An individual opportunity can be linked to one site, or to more than one.
  • An admin can be linked to one site or several, which narrows their view down to their own operation.
  • A user can be linked to one site or several, which curates what they see and how they interact with you.

3. Can each site have its own intake form?

Yes, and you can still keep one general form outside every site. Both run at the same time.

4. How do applications reach the right coordinator?

Add the built-in question asking which site someone wants to join, then auto-notify that site's coordinators when an application arrives.

The application stays visible only to the admins whose role covers that site. That is what makes a hand-off to a local coordinator work without exposing every application to everybody.

5. What if I am on a plan below Enterprise?

You can still segment by category.

What Enterprise adds is sites themselves, site-scoped pages, and site-scoped admin access.

6. Do I actually need sites?

Probably not, if you operate from one location.

Sites solve one problem: an organization that needs separate pages, separate people and separate coordinators per location. If that is not your situation, categories alone will do the job.

Summary

  • A site is a location, region or administrative division, sitting between your organization and your categories.
  • Categories, opportunities, admins and users can each be linked to one site or several.
  • Each site can have its own intake form, and a general form can run alongside them.
  • The built-in site question plus coordinator notifications route an application to the right local admin without exposing it to everyone.
  • Sites require Enterprise or Ultimate. Below that, segment by category instead.
  • A single-location organization does not need sites.

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