How to Create a Site in AREZ

Step-by-step guide to creating and configuring sites in AREZ

Updated on 6/12/2026

2 min read

From the left-hand menu, navigate to Clients & Sites.
Click on Sites & Groups from the submenu.
The Sites & Groups page will open, displaying all existing sites.
To create a new site, click the + Site button located at the top-right corner of the screen.

Note: Ensure the correct client is selected before creating a site.

AREZ Site Creation Help Guide step 1

Fill in the required site information, including:

Site Name – Enter the name of the site.
Client – Select the relevant client from the dropdown list.
Area Manager Name – Enter the responsible manager’s name (if applicable).
Store Code / Site Number – Add the store code or site reference number.
Post Code – Enter the site postcode and click the search icon to locate the address.
Phone – Enter the site contact number.
Site Address – Enter the full site address.
Email – Enter the site email address.
City – Enter the city name.
Color – Select a colour identifier for the site if required.
Check Calls – Enable or disable check calls depending on site requirements.

Expand the Additional Information section to configure further site details, including:

Site Region – Select the relevant site region.
Area Manager – Assign the area manager for the site.
Managing Director – Enter the managing director’s name if required.
Latitude & Longitude – Verify or update the site coordinates.
Refresh – Use the refresh option to update the location coordinates if needed.

Use the Comment field to add any internal notes or additional information related to the site setup.

Important: Fields marked with an asterisk (*) are mandatory and must be completed before saving the site.

Additional Information Section step

Once all details have been entered, click Save & Close to create the site successfully.