# Subsites

Organise one website account into named subsites with their own identity, settings and allowed operators.

*Release 3.3 · admin, supervisor*

**Settings › General Settings › Subsites**

## What it is

A subsite separates a brand, region or country site within one INSIDE website account. Each subsite has its own name and badge, and can hold settings and operator assignments.

## Who uses it and why

Powerfront maintains subsite identity and access on your behalf. Supervisors can ask Powerfront to review the **Allowed Operators** list to check coverage.

## Where to find it

Powerfront manages **Settings › General Settings › Subsites**. Ask Powerfront to edit a subsite or manage its **Allowed Operators** assignments.

## How it works

1. Ask Powerfront to add a subsite and enter **Name** and **Moniker**.
2. Powerfront chooses a **Badge**. All three fields are required by the editor.
3. Powerfront sets brand, region, country and any integration options you use, then saves.
4. Ask Powerfront to review **Allowed Operators** and add or remove the appropriate people.

The list can show the subsite's country, badge and allowed operator count. A configured **Website URL** makes its name or image a link.

## Configure it

Ask Powerfront to set the subsite-specific options in its editor. Salesforce record-type choices appear only when the relevant integration is enabled. Scheduling uses subsite details for brand configuration when scheduling is enabled.

To add business attributes, ask Powerfront to enable **Subsite Custom Data** and declare its **Custom Data Variables** in **Settings › General Settings › Admin**, then enter the values in the subsite editor. Ask Powerfront to configure **Enforce subsite permissions in queue** separately if subsite access should restrict queue eligibility.

### Settings

| Setting | Where | Applies to | Default | Who can change it | What it does |
|---|---|---|---|---|---|
| Mobile Operator Screen Sharing Start URL | Settings › General Settings › Subsites | subsite | Not set | Powerfront, on request | Sets the starting address for mobile operator screen sharing. |
| Enable Transfer Basket | Settings › General Settings › Subsites | subsite | Off | Powerfront, on request | Enables basket transfer for the subsite. |
| Salesforce Case Record Type | Settings › General Settings › Subsites | subsite | Not set | Powerfront, on request | Selects the Salesforce case record type when Salesforce is enabled. When not set, no subsite-specific record type is selected. |
| Salesforce Account Record Type | Settings › General Settings › Subsites | subsite | Not set | Powerfront, on request | Selects the Salesforce person account record type when available. When not set, no subsite-specific record type is selected. |
| Hide Badge on Visitors | Settings › General Settings › Subsites | subsite | Off | Powerfront, on request | Hides this subsite's badge on visitor avatars. |
| Subsite Custom Data | Settings › General Settings › Admin | website | Off | Powerfront, on request | Makes declared subsite custom fields available. |
| Custom Data Variables | Settings › General Settings › Admin | website | Not set | Powerfront, on request | Declares the fields available under Subsite Custom Data. |
| Enforce subsite permissions in queue | Settings › General Settings › Admin | website | Off | Powerfront, on request | Applies subsite permissions to queue eligibility. |

### Fields

| Field | Where | Required | What it is for |
|---|---|---|---|
| Name | Settings › General Settings › Subsites | Yes | Names the subsite. |
| Moniker | Settings › General Settings › Subsites | Yes | Sets its short identifying label. |
| Brand | Settings › General Settings › Subsites | No | Groups the subsite by brand. |
| Region | Settings › General Settings › Subsites | No | Groups the subsite by region. |
| Country | Settings › General Settings › Subsites | No | Associates the subsite with a country. |
| Website URL | Settings › General Settings › Subsites | No | Sets the website link for the subsite. |
| Badge | Settings › General Settings › Subsites | Yes | Selects the image identifying the subsite. |
| Custom Data | Settings › General Settings › Subsites | No | Stores values for the custom fields declared for subsites. |

### Permissions

| Permission | Lets you |
|---|---|
| Powerfront | Manage subsites and their Allowed Operators on your behalf. |
| Allowed Operators | Adds or removes operators' access to this subsite. |

## Limits and good to know

Active subsite names must be unique within the website account. Deleting a subsite removes it from current use while retaining historical records.

Subsite assignment and queue enforcement are separate choices. A badge or brand label alone does not restrict which operators receive work.

## Depends on and works with

### This feature uses

- **Requires** Website accounts (managed by Powerfront): Subsites belong to a website account.
- **Configured in** Admin settings and feature switches (managed by Powerfront): Admin enables custom data and queue enforcement.
- **Configured in** [Roles and permissions](ADM-008.md): Administrator privileges control access to subsite administration.
- **Configured in** [Website, channel and subsite access](ADM-009.md): Allowed operators and their subsite grants control access.
- **Configured in** [Salesforce contacts](CRM-011.md): Salesforce person-account settings determine whether a subsite can select an account record type.
- **Works better with** [Business hours and scheduling](ADM-016.md): When scheduling is enabled, saving a subsite also updates its booking brand.
- **Works better with** [Image and font libraries](ADM-019.md): Choose a subsite badge from the image assets.
- **Works better with** [Salesforce connection and operator setup](CRM-010.md): Connecting Salesforce makes record-type choices available in subsite settings.

### Used by

- **Configures** [Chat links](CHAT-030.md): Subsite records supply the subsite choices available when configuring a chat link.
- **Configures** [Messaging channel connections](CHN-001.md): An account can be associated with a subsite.
- **Configures** [Post-chat surveys in messaging channels](CHN-005.md): A subsite address can supply the linked-survey page address.
- **Configures** [SMS number and channel setup](CHN-022.md): Subsite assignment affects conversation placement and outbound number selection.
- **Configures** [Email account and mailbox setup](CHN-024.md): Mailbox subsite selection affects ticket placement and sender defaults.
- **Configures** [Voice provider accounts and telephone numbers](RTC-001.md): A number can be associated with a subsite.
- **Configures** [Telephone directory and number blocking](RTC-016.md): Directory entries can be associated with subsites.
- **Configures** [Live show setup and scheduling](RTC-022.md): Show definitions can be associated with website subsites.
- **Configures** [Company Shows with prerecorded videos](RTC-029.md): Subsite assignments affect management filtering and the share destination.
- **Configures** [Remote camera registration and access](RTC-033.md): Subsite selections support camera filtering.
- **Configures** [Assisted basket transfer to the storefront](COM-028.md): A subsite can supply its own basket-transfer enablement.
- **Configures** [Salesforce contacts](CRM-011.md): An applicable subsite record type takes precedence over the website's record type.
- **Configures** [Salesforce cases and conversation links](CRM-012.md): An applicable subsite case record type takes precedence over the website choice.
- **Configures** [Team comparison reports](REP-005.md): Subsite definitions provide brand, region and country classification.
- **Configures** [Reports Dashboard and business filters](REP-018.md): Subsite definitions determine the subsite choices passed to the embedded dashboard.
- **Configures** [Website, channel and subsite access](ADM-009.md): Subsite definitions supply the choices; changing a subsite's Allowed Operators updates operator subsite assignments.
- **Configures** [Importing and exporting operators](ADM-012.md): Imported subsite assignments must match the website's subsite catalogue.
- **Configures** [Business hours and scheduling](ADM-016.md): Subsite names and website links supply brand details for appointment booking.
- **Enhances** [Visitor page and product tracking](VIS-003.md): Optional subsites separate tracked page and content context within a website account.
- **Enhances** [Floor avatar indicators](CON-010.md): Subsite badges can appear in the 3D conversation scene when badge positions are free.
- **Enhances** [Monitor mode](CON-025.md): Subsites provide additional service views in the rotation.
- **Enhances** [Visitor event targeting conditions](ENG-002.md): Subsite, brand, region and country support targeting.
- **Enhances** [Virtual Assistant task messages and identity](ENG-014.md): Subsites allow task responses and links to vary by brand or region.
- **Enhances** [Virtual Assistant task actions](ENG-016.md): Subsites allow general and subsite-specific task actions to run together.
- **Enhances** [Knowledge Base connections for AI](AIP-009.md): Weaviate requests can include the visitor's website and subsite context.
- **Enhances** [Saved responses as AI knowledge](AIP-011.md): Response subsite restrictions accompany the uploaded article.
- **Enhances** [Commerce provider setup and selection](COM-001.md): Subsites let providers serve selected brands, regions or country sites within the website.
- **Enhances** [Dynamics 365 conversation activities](CRM-017.md): Available subsite context is included in the activity.

## FAQ and troubleshooting

### Why will the subsite not save?

Ask Powerfront to check **Name**, **Moniker** and **Badge**, and that another active subsite does not already use the name.

### Why are custom fields missing?

Ask Powerfront to enable **Subsite Custom Data** and declare its fields first.

### How do I change who serves a subsite?

Ask Powerfront to change its **Allowed Operators** list, or have a user with the **Settings** or **Manager** role and the required operator permissions edit the operator's **Allowed Sub-sites**.

### Does deleting a subsite delete its history?

No. Removal retires the subsite from current use and retains historical records.