Security

View, create, or modify Administrators and Roles, enable OIDC or SAML providers, and assign permissions to Roles. Changes made here affect all licensed OneSite products. How to assign Class Permissions to a role is coming soon.

You can view your list of Adaptiva users and their assigned roles.

Access Security Settings

1. Select on the upper-right of the Admin Portal dashboard.

2. Open the Settings page with the Administrators tab selected to manage accounts, roles, OIDC Providers, SAML Providers, and Class Permissions.

View Administrators

1. Select the Roles tab of Security Settings.

   

Create a New Administrator

1. Select the Roles tab of Security Settings, and then select + New to open the new administrator template.

   
2. Enter the Administrator Details:

   a. Select the Admin Type login from the list. You can choose from the following login options:

   • Native login: Enter a username and password in the format of an email address. The email address does not need to be valid or able to receive mail. However, Adaptiva recommends entering a valid email when using OneSite Patch, or if you need to reset forgotten passwords.

     Note

     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.

   • Windows Active Directory account: Enter the email address of the domain account.

   • OIDC-enabled account: Enter the NETBIOS domain name and account name of the user. For more information on OIDC, review the Enable OIDC on an Adaptiva Server KB article.

   • SAML-enabled account: Enter the NETBIOS domain name and account name of the user. For more information on SAML, review the Enable SAML on an Adaptiva Server KB article.

3. Enter the User Details:

   a. Enter the First Name and Last Name for the new administrator.

   b. Complete the additional contact information fields as required.

   Note

   A red asterisk next to a field name indicates a required field.

   
4. Assign Direct Roles:

   a. Select + Manage Roles.

   

   b. Select one or more roles for the new administrator:

   • High level roles include Read-only Admin Role, and Super Admin Role.

     Note

     ALL accounts will be automatically added to the All Admin Role.

     

   c. Select Manage Roles on the lower-left of the dialog to return to the administrator details workspace.

5. Select Save at the top left to save the new administrator.

   Important

   If using , the steps to manage Administrators and Roles may differ from those for OneSite Patch Self-hosted. For more information, see the OneSite SaaS Comparison Guide.

View Roles

1. Select the Roles tab of Access Security Settings to view the list of roles.

   

Create a New Role

1. Select the Roles tab of Security Settings, and then select + New to open a new Role template.

   
2. Enter a Role Name and a detailed Role Description in the Role Properties workspace.

   
3. Add either one or more Direct Administrators or Group Administrators, or both, in the Role Membership section:

   a. Add an existing Direct Administrator:

   

   • Select Add Administrators to open the Add Administrators dialog.

   • Select one or more administrators from the table for the new role.

     
   • Select Add Administrators to return to the Role template.

b. Add an existing AD Group (Active Directory):

• Select Add AD Group to open the Active Directory Group dialog.

  
• Enter the Domain Name and Group Name, and then select Check Group to return the members of the group. All members will be added to the role.

  
• Select Add AD Group to return to the Role template.

1. Select Save at the top left to save the new role.