Invite Users
How to invite and register users on the OneSite Cloud Portal.
Any Company Administrator or Tenant Super Administrator can invite users to a company or tenant, and assign the appropriate role.
After a User has been invited they will receive an email from [email protected] with two links. The first link allows users to register to the OneSite Cloud Portal. Once the user creates their account, they can return to the invite email and select the second link, which presents the login page, allowing the user to log in to the OneSite Cloud Portal and activate their account with the Tenant.
Follow the steps below for the Administrator or for the invited user to complete this process.
Invite Users to a Company or Tenant
Select Invite User on the upper-right of the Company or Tenant page.
Enter the User email.
You must use a corporate email account. No public domains are allowed (such as gmail.com, hotmail.com, outlook.com, etc.).
Select the User Role dropdown menu, and then select either the Company Administrator role or the Company Super Administrator role to assign to the invited user.
Select OK to send the invite.
Register New User
Once a user has received a invite notification email and clicked the register link they will need to fill out the Register New User form with their credentials.
By default, your account is created as an Adaptiva account type, which uses a separate password and does not support Single Sign-On (SSO).
As a new user, select the first link from the Twilio invite email to open the Register New User page.
Select Adaptiva from the Admin Type dropdown and enter:
Email Address - You must use a corporate email account. No public domains are allowed (such as, gmail.com, hotmail.com, outlook.com, etc.).
Password - Strong passwords are enforced for Adaptiva accounts; the password must be at least 10 characters long and contain at least one digit, an uppercase letter, and a lowercase letter.
First Name and Last Name
Fill out any optional information and click Register.
Go back to the email notification and select the second link to gain access to the Company or Tenant you were invited to.
Invite Users with Entra ID
The Admin Portal is intended for administrator use and may require a separate account from your regular company credentials. If your organization uses Microsoft Entra ID and you want to enable SSO, follow the steps below.
Registering as a brand new user
Once you have received an invite link for a Company or Tenant, you can register in the same way as you would with your Adaptiva credentials above, but will need to change the following options.
Change Admin Type to OpenID Connect from the dropdown and click on the Sign up with Microsoft button.
Fill out the remaining required information along with any optional information and click Register.
Go back to the email notification and select the second link to gain access to the Company or Tenant you were invited to.
Change an existing user to use their Entra ID
If you previously registered your account with Adaptiva credentials, you can switch to use your Entra login by changing the Admin Type from Adaptiva to OpenID Connect Admin Type and this will prompt you to register again.
You can only change your own account, any other admin does not have write access to your account.
Log into the Cloud Portal with your Adaptiva credentials.
Click the settings gear > Settings > Security > Administrators from the top right of the Cloud Portal pane.
Select the existing registered Admin.
Change the Admin Type to OpenID Connect from the Admin Type dropdown and select Microsoft from the Identity Provider dropdown.
Click Save.
Click the More dropdown and select Invite.
This will send an invite to your email. You will then need to accept this invitation to register a unique Subject ID with your User Account.
Log yourself out the Cloud Portal, then log back in by clicking Log in with Microsoft. This will open the Register New User pane where you will need to register again.
Select OpenID Connect from the Admin Type dropdown and click on the Sign up with Microsoft button.
Click Register.
Once you have logged out again, your previous Adaptiva password will no longer work and you will be required to always sign in with Microsoft Entra.
Switching back to Adaptiva credentials
If using a SaaS version older than 10.1.972.x please reach out to our Support Team for assistance.
If you no longer wish to sign in via Entra, please walkthrough the steps below:
Click the settings gear > Settings > Security > Administrators from the top right of the Cloud Portal pane.
Select you name from the table.
Select Adaptiva from the Admin Type dropdown.
Enter a password into the Password and Confirm Password fields.
Click Save.
Now you should be able to login with Adaptiva credentials the next time you log in.
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