Administrators and Roles

View, create, or modify Administrators and Roles. Changes made here effect all licensed OneSite products.

Access Security Settings

Select on the upper right of the OneSite Admin Portal dashboard.
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.
Select Show All to view existing administrators.

Select an Administrators folder from the Administrators tab of Security Settings.
Select Show All to list all Administrators in the selected folder.

Select an Administrators folder from the Administrators tab of Security Settings, and then select + NEW to open the new administrator template.
Enter the Administrator Details:
1. Select the Admin Type login from the list. Adaptiva recommends Windows Active Directory.
2. Enter the email address and login details for the new administrator.
Enter the User Details:
1. Add the Name and contact details for the new administrator.
2. Choose country codes from the drop-down lists for phone numbers.
Assign Direct Roles:
1. Select + Manage Roles.
2. Select one or more roles for the new administrator:
  - High level roles include All Admin Role, Read-only Admin Role, and Super Admin Role.
  - To create additional roles, see Create a New Role.
3. Select Manage Roles on the bottom-left corner of the dialog to return to the .
Select Save at the top left to save the new administrator.
1. Check the Error View and resolve any errors.
2. Select Save again if you make any changes.

Select a Roles folder from the Roles tab of Security Settings, and then select + NEW to open a new Role template.
Enter a Role Name and a detailed Role Description in the Role Properties workspace.
Add one or more Direct Administrators in the Role Membership section:
1. Select Add Administrators to open the Add Administrators dialog.
2. Select one or more administrators from the table for the new role.
3. Select Add Administrators to return to the Role template.
Add an existing AD Group (Active Directory):
1. Select Add AD Group to open the Active Directory Group dialog.
2. 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.
3. Select Add AD Group to return to the Role template.
Select Save at the top left to save the new role:
1. Check the Error View and resolve any errors.
2. Select Save again if you make any changes.