How to Swap Master Admin Accounts under SSO

    Scenario

    The current OwnBackup Master Administrator (Alice) is about to go on vacation and must transfer the Master Admin role to another OwnBackup user (Bob), another Administrator on the OwnBackup system. The OwnBackup environment is set up with Single Sign On (SSO).

    Alice needs to make Bob the new Master Administrator on the system.

    Preparation Phase

    Master Administrator (Alice): 
    1. Log in to OwnBackup via SSO.
    • Ensure she knows the password for her OwnBackup account, i.e., the OwnBackup password, not the credentials for the SSO Id Provider.
    Administrator (Bob): 
    1. Log in to OwnBackup via SSO.
    • Check he knows the password for his OwnBackup account. Likely, he never had one if he was originally set up as an SSO user.
    • He will need to use it in the future when he assigns someone else to become the Master Administrator, so this procedure ensures that he creates a password if it is not already known.

    Switch Phase

    Master Administrator (Alice): 
    1. Turn off SSO in the OwnBackup system by selecting the “Password” option in the Security tab
    2. Save the changes.
    • At this point, the OwnBackup system is actually more secure than before because users not already logged in can't log in. At the same time, SSO is turned off, as they will not have set up OwnBackup passwords previously when they were created as SSO users.
    1. If Bob did not know his OwnBackup password, delete and re-add Bob’s username (now that the system is not using SSO) so that Bob can go through the user verification process.
    • If Bob does not know his OwnBackup password, he will receive a verification email from OwnBackup. Bob must verify the account via the link in the email and set his OwnBackup password. He will need to remember it because it will be the Master Administrator’s password after the switch and will be needed for a future switch.
    1. Click the “Replace Master Admin” link to select Bob’s username as the new Master Administrator.
    2. Enter the Master Administrator (Alice) OwnBackup password to make the switch.
    Administrator (Bob): 
    1. Once Alice has made that change, refresh the browser and check the Master Administrator has been transferred.

    Post Switch Phase

    Master Administrator (Bob): 
    1. Assign Alice’s username to a Business Unit; otherwise, Alice will not see any services.
    2. Turn on SSO again by selecting the “Single Sign-On (SSO) option in the Security screen. The screen will automatically re-populate with the previous SSO settings as they will have been retained.
    3. Bob may need to navigate to another tab, refresh the browser and then return to the Security tab before the “Save Changes” button on that tab is enabled.

    4. Log out of OwnBackup.

    5. Log back into OwnBackup using the SSO link to verify the login.

    Administrator (Alice): 
    1. Log out of OwnBackup.
    2. Log back into OwnBackup using the SSO link to verify login and ensure assignment to the required Business Unit.

    The Master Administrator handover process is now complete.

    See also Adding a New User under Single Sign-On.

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