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essensys Platform Activate - Set up another site

How do I add a new site to my Activate account? | Add site | Site onboarding | New building | Go live | Continue setup |

Add another building to your essensys Platform Activate account. A guided setup takes you from the site's details, through billing and Wi-Fi, to the day the site goes live.

Info: You use the same guided setup for your first site and for every site you add after it. You don't have to finish it in one sitting: everything you save is kept, and you can pick up where you left off.

Before you begin

  • You need to be a super admin on your account. Only a super admin can add a site.

  • Have the site's address, size and capacity to hand.

  • The site must be in your account's region. An account in the UK region can add sites in Europe, the Middle East and Africa; the US region the Americas; and the Singapore region Asia-Pacific. To add a site in another region, you need a separate essensys account in that region.

  • To finish the Wi-Fi steps, you need access to the site's Wi-Fi controller. See essensys Platform Activate - Set up a site's networks.

Start setting up a new site

In the top bar, next to the site selector, click Add site.

The Add another site page opens, with the setup steps listed on the left.

Tip: If you're already in a site's setup, click Add another site under the site selector on the left.

Step 1: Add a site

  1. Enter the Site name. Each site name must be unique in your account.

  2. Enter the site's Address, City and Postcode, then select its Country.

  3. Check the Time zone. It is suggested from the country and city; select another if it's wrong.

  4. Enter the site's Size and select sq ft or m².

  5. Enter the site's Capacity (the number of people it holds).

  6. Under What type of space are you operating?, select all that apply: Amenity space, Serviced office, Coworking or Other.

  7. Click Save and continue.

The site is added and Site billing opens.

Note: Size and capacity are needed for your Utilisation data. You can change them later, but the site's name, address, time zone and type of space can't be changed once it is saved.

Step 2: Site billing

  1. Under Payment plan, select Monthly or Annual.

  2. Under Card, select the card this site will be billed to, or click Bill this site to a new card to add one.

  3. Click Continue.

Info: Each site has its own card. The site isn't charged until it goes live. To change the card later, see essensys Platform Activate - Billing.

Note: If you see Billing isn't set up for this account, contact us (see "essensys Platform Activate - Support"). A site needs a plan and a card before it can go live.

Steps 3 to 7: Set up the site's Wi-Fi

These steps connect the site's Wi-Fi to essensys:

  • Wi-Fi information: the site's public IP ranges and your Wi-Fi controller brand.

  • Set up WiFi Secure and Test WiFi Secure: WiFi Secure is the network your occupiers and staff sign in to.

  • Set up WiFi Guest and Test WiFi Guest: WiFi Guest is the network for visitors, with your branded sign-in page. If the site doesn't need it, turn off I want WiFi Guest at this site on its set-up step. The step is then marked Not needed and its test step is removed, so the setup has one step fewer.

Each step is covered in essensys Platform Activate - Set up a site's networks.

Step 8: Invite colleagues

Add the people you work with, and give them Wi-Fi access, platform access, or both.

  1. Select Not right now, or select Yes, add colleagues.

  2. If you're adding colleagues, enter a colleague's details in the form and click Add colleague. Repeat for each member of your team who will help run the site. Each colleague you add is invited straight away.

  3. Click Continue.

Tip: To see who is already on your account, click View existing colleagues under the form.

Tip: You can add colleagues at any time: in the main menu, select Account, then click the Staff Members tab.

For more about staff members, see essensys Platform Activate - Add a member of staff.

Step 9: Add your occupiers

Under Where you're starting from, select how your occupiers (tenants) will be added:

  • I have no occupiers yet: a new building.

  • I want to add my occupiers manually: click Go to Occupiers to add them one at a time or upload a list.

  • I want to connect my OfficeRnD account: click Set up OfficeRnD. Occupiers and their members then sync automatically.

Info: Occupier users you upload with Add multiple before the site goes live are created straight away, but their Wi-Fi details and invitations are held until the site goes live. They are then sent automatically within a few minutes. Users you add one at a time, or who sync from OfficeRnD, are invited straight away.

Step 10: Plan your launch

  1. Select your planned launch date.

  2. Read the Launch plan. It counts back from your launch date, with a message for your occupiers at each stage: Two weeks before, One week before, Two days before and Launch day. Click Copy text to copy a message.

  3. Click Continue.

If the site has no occupiers, no launch date is needed.

Step 11: Go live

  1. Under Go live at {site}, click Go live at {site}.

  2. Click Go live to confirm.

    The site is live and its billing starts. Any Wi-Fi invitations held for users you uploaded with Add multiple go out within a few minutes.

  3. Click Finish.

The setup closes and the site's Home page opens. Once the site is live, Finish and Save and exit are the only ways out of this step; both finish the setup.

Important: A site can go live only once its billing is set up and it has passed the WiFi Secure connection test and session data check. Until then, the page names the step still to finish, and Finish stays greyed out. Going live can't be undone.

Note: Once your occupiers are connecting to WiFi Secure, switch off your old Wi-Fi network in your controller. essensys can't do this for you.

To see how many of your occupiers' users have moved on to the new Wi-Fi, go to the site's Home page and look at the Wi-Fi adoption tile.

Save your progress and come back later

  • Click Save and exit on any step to save it and close the setup. Click Cancel to close without saving the step on screen; earlier steps stay saved.

  • Click Skip for now to move past a step you can't finish yet. A skipped step isn't done: you can return to it at any time.

  • To carry on, go to Home. A banner shows how far the setup has got. With more than one site in setup, it reads {count} sites in setup — choose a site to continue: click Sites to list them. Click Continue setup beside a site to open its next unfinished step.

Change a site's details

While a site is still being set up, you can change its size or capacity: open its setup from the banner on Home and go to step 1, {site} details. Change the values and click Continue.

Resolve errors

  • This site name is already in use. Choose another. Every site name in your account must be unique, including sites that have been closed. Choose a different name.

  • Sites can't be added in this country. The country is outside your account's region. Create a new essensys account in that region.

  • {site} isn't ready to go live yet. Finish the steps named on the page, then try again.

  • The Wi-Fi service couldn't add the site. Contact us (see "essensys Platform Activate - Support").

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