View, create, or modify Administrators and Roles. Changes made here effect all licensed OneSite products.
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Select on the upper right of the OneSite Admin Portal dashboard.
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Select Settings > Security > Administrator to open the Settings page with the Administrators tab selected. To open to a different tab, select a different item from the final menu.
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Select Show All to view existing administrators.
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Select an Administrators folder from the Administrators tab of Security Settings.
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Select Show All to list all Administrators in the selected folder.
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Select an Administrators folder from the Administrators tab of Security Settings, and then select + NEW to open the new administrator template.
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Enter the Administrator Details:
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Select the Admin Type login from the list. Adaptiva recommends Windows Active Directory.
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Enter the email address and login details for the new administrator.
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Enter the User Details:
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Add the Name and contact details for the new administrator.
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Choose country codes from the drop-down lists for phone numbers.
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Assign Direct Roles:
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Select + Manage Roles.
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Select one or more roles for the new administrator:
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High level roles include All Admin Role, Read-only Admin Role, and Super Admin Role.
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To create additional roles, see Create a New Role.
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Patch Express roles include Patch Express Administrator.
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Select Manage Roles on the bottom-left corner of the dialog to return to the .
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Select Save at the top left to save the new administrator.
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Select a Roles folder from the Roles tab of Access Security Settings.
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Select Show All to list all Roles in the selected folder.
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Select a Roles folder from the Roles tab of Security Settings, and then select + NEW to open a new Role template.
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Enter a Role Name and a detailed Role Description in the Role Properties workspace.
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Add one or more Direct Administrators in the Role Membership section:
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Select Add Administrators to open the Add Administrators dialog.
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Select one or more administrators from the table for the new role.
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Select Add Administrators to return to the Role template.
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Add an existing AD Group (Active Directory):
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Select Add AD Group to open the Active Directory Group dialog.
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Enter the the Domain Name and Group Name, and then select Check Group to locate. If it exists, the group name appears in the data table.
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Select Add AD Group to return to the Role template.
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Select Save at the top left to save the new role:
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