Navigate Cloud Portal

Manage your company, tenants, and users from the OneSite Cloud Portal Home page.

OneSite Cloud Portal Home Page Overview

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.

My Companies Section

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.

Edit the Company Details

1. 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

2. 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

Delete a Company

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

   
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 a .log file and save it to your Downloads folder by default.

   
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.

Cancel 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.

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

My Tenants Section

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.

Scheduling Settings

Set the maintenance schedule for upgrading the Tenant, and the backup schedule under Scheduling Settings on the Tenant page.

Reset the Client Authorization Token

1. Select Reset Client Authorization Token under Tenant Client Downloads on the Tenants page.

   

   The new token appears on the Reset Client Authorization Token dialog:

   
2. (Optional) Select Regenerate Token to create a different token or enter your own token.

3. The token must be an alphanumeric string between 8-64 characters.

4. Select OK to return to the Tenant page.

Delete a Tenant

1. Select Delete Tenant on the upper-right of the Tenant page or on the Home page under My Tenants.

   

   

   The Schedule deletion for <...> dialog appears:

   
2. (Optional) Select the Export Logs button in the top right of the Schedule deletion window. This will automatically download a .log file to your Downloads folder by default.

   
3. Select OK to schedule the deletion of the Tenant.

   Tenants will automatically be deleted 90 days after the request. You will receive an email from [email protected] confirming that the Tenant was deleted.

Cancel Tenant Deletion

Select Cancel Deletion Request on the upper-right of the Tenants page to cancel the Tenant deletion request or from the My Tenants section of the Home page.

You will receive an email from [email protected] acknowledging the cancellation of the Tenant deletion request.