SiteDNA

How SiteDNA's free trial and subscription work: plan pricing and seats, subscribing and paying through Stripe, and managing your plan, billing frequency, invoices, renewals, cancellation, and refunds.

Managing your subscription, free trial, and billing

SiteDNA has three user roles (Admin, Manager, and Standard), each with different permissions and access levels.

What can each user role do?

How to add a property to SiteDNA from the mobile app or web, including setting the map pin and naming the property.

How do I add a property?

You can bulk-import your properties by sending us a formatted spreadsheet. Here's what to include and how to send it.

How do I import my property list?

How to log in on mobile or web, reset your password, and what to do if you didn't receive an invite.

How do I log in to SiteDNA?

How to create and use labels for properties and categories and tags for issues to keep everything organized.

How do I set up labels, categories, and tags?

Learn how to assign team members to properties and filter your property list by team member on web and mobile.

How do I assign team members to a property?

How to invite teammates to your SiteDNA account, set their permissions, and resend or remove invites.

How do I invite other users?

How to create a SiteDNA API key and use it with Zapier to send your SiteDNA data to the other tools your team uses.

How do I connect SiteDNA to other apps with an API key?

Michelle Ennis

Jonathan Bray

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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