Companies

After signing into your Cloud Portal account, you can create a Company on the Welcome to the Adaptiva Cloud page to get started.

A company can manage their own Adaptiva products, or may have a Managed Service Provider (MSP) managing multiple companies. In either scenario, a new Super Administrator can create a unique Company on Adaptiva Cloud that can have up to three Tenants per Company. There is not a limit on the amount of Companies you can create.

The My Companies section of the main dashboard upon initial sign-in, allow Super Administrators to manage Company associated Super Administrators and Administrators along with associated Tenants.

Create a Company

1. Select Go to Cloud Portal.

   

   Go to Cloud Portal button.

   The OneSite Cloud Portal Home page will appear.

2. Select Create Company to create your first Company or select + New Company to create additional Companies.

   The Create Company dialog appears.

   

   Create company overlay highlighting Company Metadata settings.
3. Enter the following company details into the respective fields under Company Metadata on the Create Company dialog:

   • Company Name: The name of the Company.

   • Subdomain: Constructs the company URL and appends .adaptiva.cloud to the subdomain entered. The subdomain cannot be changed after you save.

     The subdomain must follow these specific requirements:

     • Starts with a letter

     • Lowercase alphanumeric

     • Between 1-30 characters

   • Description: Describes the Company.

   • Employee Count: The number of employees associated with the Company.

   • Postal Code: The five-digit numeric code associated with the postal delivery area where the Company is located.

   • State / Region / Province: The administrative division within a Country where the Company is located.

   • Country: The self-governing territory where the Company is located.

4. Select Save to create the company. You will then be directed to the Manage Company screen.

   

   Company details and administrators on the manage company page.

   After creating your Company, you will receive a confirmation email from [email protected]. You can now continue steps for creating Tenants.

   

   Company creation email notification example.

My Companies section

Create, Manage, or delete companies under My Companies on the Home page, depending on the permissions assigned to you.

My companies section example.

To manage a Company, select Manage on the appropriate Company.

Edit the Company Details

1. Select next to the field to make the necessary edits to the following Company information on the Company page:

   • Company name

   • Company description

   Company Details:

   • Employee count

   • Postal code

   • State, region, or province

   • Country

Delete a Company

1. Select Delete Company under Company Details on the Company page.

   

   Delete company button.
2. Select OK on the Schedule deletion for... dialog to schedule the deletion of the Company.

3. (Optional) Select the Export Logs button in the top right of the Schedule deletion window. This will automatically download an adaptiva_web_logs file and save it to your Downloads folder by default.

   • This log file documents actions performed and errors for your company.

   

   Export logs button
4. The Company will be deleted 90 days from the date and time the deletion was requested.

After deleting your Company, you will receive an email from [email protected] confirming the deletion request. You will also receive periodic reminder emails that your company will be deleted in case you would like to cancel your deletion request.

Cancel Deletion Request

• Select Cancel Deletion Request under Company Details on the Company page.

  

  Cancel deletion button.
• The Cancel Deletion Request option no longer appears on the Company Details section.

After canceling the deletion of your Company, you will receive an email from [email protected] confirming the cancellation request.