Manage your company, tenants, and users from the OneSite Cloud Portal Home page.
On the Home page, you will see all the companies and tenants that you are associated with. Depending on the permissions assigned to you, you may be able to add, edit, or delete companies and tenants that you are associated with. For more information, see Administrator Roles and Responsibilities.
Create, manage, or delete companies under My Companies on the Home page, depending on the permissions assigned to you.
To manage a Company, select Manage on the appropriate Company.
-
Select
next to the field to make the necessary edits to the following Company information upper-left of the Company page:
-
Company name
-
Company description
-
-
Select
next to the field to make the necessary edits to the following Company details under Company Details:
-
Employee count
-
Postal code
-
State, region, or province
-
Country
Note
The system automatically saves any edits you make to the Company page.
-
-
Select Delete Company under Company Details on the Company page.
-
Select OK on the Schedule deletion for… dialog to schedule the deletion of the Company.
-
The Company will be deleted 90 days from the date and time the deletion was requested.
Note
After deleting your Company, you will receive an email from
<twilio@adaptiva.com>confirming the deletion request.
-
Select Cancel Deletion Request under Company Details on the Company page.
The Cancel Deletion Request option no longer appears on the Company Details section.
Note
After canceling the deletion of your Company, you will receive an email from <twilio@adaptiva.com> confirming the cancellation request.
Create, connect, manage, or delete tenants under My Tenants on the Home page, depending on the permissions assigned to you.
To manage a tenant, select Manage on the appropriate tenant.
Set the Load Leveling for the Client auto upgrade, the maintenance schedule for upgrading the Tenant, and the backup schedule under Client Upgrade Settings on the Tenant page.
-
Select Reset Client Authorization Token under Tenant Client Downloads on the Tenants page.
The new token appears on the Reset Client Authorization Token dialog:
-
(Optional) Select Regenerate Token to create a different token or enter your own token.
Note
The token must be an alphanumeric string between 8-64 characters.
-
Select OK to return to the Tenant page.
Important
Client authorization tokens are now replaced in the client installers. Existing clients will keep working. However, new installations require the updated installer to facilitate handshaking with the Tenant server. Download new installers after changing the Authorization token and delete any previously downloaded files.
-
Select
Delete Tenant on the upper-right of the Tenant page.
The Schedule deletion for <…> dialog appears:
-
Select OK to schedule the deletion of the Tenant.
Note
Tenants will automatically be deleted 90 days after the request. You will receive an email from
<twilio@adaptiva.com>confirming that the Tenant was deleted.
Select Cancel Deletion Request on the upper-right of the Tenants page to cancel the Tenant deletion request.
Note
You will receive an email from <twilio@adaptiva.com> acknowledging the cancellation of the Tenant deletion request.
Comments
0 comments
Article is closed for comments.