Creating a Site (MSPs only)

If you have selected the Managed Service Provider view in the Management Console, you need to create a Site to complete your initial configuration.

To create a Site:

Click Sites List and then click Add Site. The Add Site wizard opens.
Complete the Site Details.
- Site / Company Name is a unique name for the Site or company.
- Site Type
  - External Company is an external company that you maintain.
  - Internal Site is a Site within your own company, such as a location or office.
- Company Size (external companies only) is the range of numbers that represents the size of the company.
- Company Industry (external companies only) is the industry that the company works within.
- Billing Cycle (external companies only) is the billing cycle you define and use as needed for this Site. It is for your reference only and is not linked to your Webroot account.
- Billing Date (external companies only) is the month and date for billing, designed and used as needed for this Site. It is for your reference only and is not linked to your Webroot account.
- Distribution List is a comma-separated list of up to ten email addresses that can receive scheduled reports. When scheduling a new report, select Send to distribution list of each site so that all associated email addresses receive it.
- Include Global Policies
  - When enabled, all Global Policies are available for this Site. Once enabled, this option cannot be changed.
  - When disabled, separate Policies must be created for each Site.
- Include Global Overrides
  - When enabled, Global Overrides are applied to this Site. For example, if a Site has allowed a particular file and configured it to be a Global Override, all Sites with this option enabled will allow that file. Once enabled, this option cannot be changed.
  - When disabled, separate Overrides must be created for each Site.
- Comments (optional) are comments describing the Site or company.
- Tags (optional) are useful labels for filtering your searches. Adding custom tags to your Sites allows you to filter your Sites List by those tags. To apply a custom tag to your Site, type a tag name in the Tags box and press enter after each tag.
Click Next to continue.
In the Admin Permissions step, select the permissions to grant to this Site. By default, the account that created the Site is given full administrator permissions and is not shown in the list. All other accounts are listed and default to No Access.
- Admin allows full access to the Site.
- View Only allows the ability to only view the Site.
- No Access denies access to the Site.
Click Next to continue.
In the third step, Endpoint Protection options are displayed, including Endpoint Detection and Response and Managed Detection and Response. To use Endpoint Detection and Response, you must have Endpoint Protection enabled. Managed Detection and Response can be used independently or in conjunction with Endpoint Protection.
- If Endpoint Protection is enabled, the following options are displayed:
  - Keycode Type
    - Full if you purchased the product.
    - Trial if you registered for a free 30-day trial.
  - Site Seats specifies the number of endpoints for the Site that you plan to configure. This setting will not set a limit to the number of seats that can be deployed and is not used for billing.
  - Default Endpoint Policy is used for all new devices installed for this Site unless the Policy is assigned using inheritance from the Group, Site, or Company. You can modify the Policy the device uses after installation. Creating a copy of the Default Endpoint Policy and modifying it according to Policy best practices and your specific needs is recommended. See Endpoint Protection Policy best practices.
    - Recommended Defaults is intended for desktops and laptops.
    - Recommended DNS Enabled, like Recommended Defaults, is intended for desktops and laptops. It will also automatically install the DNS Protection agent.
    - Recommended Server Defaults is intended for server environments. It focuses on resource utilization and minimal impact on the server.
    - Silent Audit allows for transparent use of Endpoint Protection. It reports on what is found, but does not remediate infections. It is designed to as a testing Policy to help minimize production impact. Webroot recommends using this Policy only for a short duration, such as during initial setup, to identify potential production false positives and conflicts, and to uncover unknown software.
    - The Unmanaged Policy designed to allow a user to edit their settings from the agent user interface. It inherits the previously applied Policy and its settings, but does not have any specific settings other than whether to show the user interface.
      - Intended for technical support, troubleshooting, and when no Policy management is needed.
      - Turns the agent into a local, unmanaged application that can be controlled directly by the end-user.
      - Should not be used in production.
    - Policies with the prefix Legacy contain previously recommended Policy settings.
  - Data Filter
    - Use data filters to show or hide data displayed in the console.
    - For example, if you select 2 Months, all devices that have not connected for two months are excluded from the data shown for this Site.
    - Data filtering may improve page loading performance but limits what you see.
    - When applying or clearing filters, data may take a few minutes to update depending on the deployment size and the amount of data to display.
    - Inherit Parent Setting causes the filter set at the console level to be inherited. This is found under Settings > Data Filter > Data Filter drop-down.
- If desired, enable Endpoint Detection and Response or Managed Detection and Response. The following options are displayed :
  - Keycode Type
    - Trial if you registered for a free 30-day trial.
  - Data Centre
    - When enabling Endpoint Detection and Response or Managed Detection and Response on a Site for the first time, you must select a Data Centre. Choose a data centre from the drop-down menu.
    - Note: This selection applies to all future sites using Endpoint Detection and Response or Managed Detection and Response and cannot be changed.
Click Next to continue.
If desired, enable DNS Protection. See DNS Protection.
Click Next to continue.
If desired, enable Security Awareness Training. See Security Awareness Training.
Click Save to complete the Site configuration and to assign a keycode to the Site.