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  3. General Site Functionality
  1. Home
  2. Features
  3. General Site Functionality

General Site Functionality

This guide outlines the essential functions to maximize your use of the Smart Site Plan platform.

User Access

  1. Enter your credentials in the Smart Site Plan login page.
  2. Click Log In or press Enter to access your account.
  3. The system will start a new session and redirect you to the Smart Site Plan interface.

Note: If you have existing projects, Smart Site Plan automatically loads your most recently used project upon login.

The Main Menu provides access to various tools and options to manage your Smart Site Plan projects effectively.

Note: Each menu item has a corresponding help article for detailed instructions. Refer to the Table of Contents for more information.

The menu categories streamline project management, making it easy to access and update project data.

The Main Menu serves as the central hub for navigating projects, switching accounts, and logging out.

The Search Bar is a powerful tool for quickly finding and querying Open Data, Layers, Files, Projects, and locations. For detailed guidance, navigate to our Search Bar article.

Navigate the map using your mouse wheel for standard zooming. Smart Site Plan also supports fractional zooming, allowing precise scaling in decimal increments for a site-plan-like view.

  • The current scale is displayed in the bottom-right corner of the map view.
  • When using the Google Satellite basemap, fractional zooming is disabled by default.

Note: To return to the main Smart Site Plan interface, click the green S icon next to the Search Bar.

Switching Projects

Note: The last project you accessed will automatically load when starting a new session.

From the Main Menu, select the Projects tab to view a list of available projects. Click a project name to switch to its dashboard.

A confirmation dialog will prompt you to confirm leaving the current project. Click OK to proceed to the selected project.

Notifications

Project notifications are indicated by a bell icon with a red dot in the Search Bar, alerting you to actions requiring attention.

For more details on managing notifications, visit the Tasks article.

Sharing Maps

Share a specific map view with anyone, even those without a Smart Site Plan account, to provide access to project data.

  • Shared projects include full access to Layers and Open Data visible on your map, including associated pop-up information.
  • Zoom to the desired map view, click the share icon in the bottom-right corner, and choose a sharing method to send the project data instantly.
  • Copy the project view link and paste it into an email.
  • Embed the project view as a link in other shared content.
  • Share the project view to a company Facebook account.
  • Share the project view to a company Twitter account.

You can customize the share name and select the basemap the recipient will see. Optionally, add a description before sharing.

For more information, visit the Shares article.

For further assistance with getting started, contact our support team at Smart Site Plan Support.

Updated on September 8, 2025

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