Table of Contents
Manage Users
Updated
by Erynn Baird
As an Opal administrator, you have the ability to manage and edit all user accounts.
Invite Users
All users, admins and non-admins, can invite users. Learn more about inviting users.
Manage User Profiles
Make changes to a user’s name, title, email, phone number, and location associated with their Opal account.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Click “User Directory”.
- Hover over the user, then click the ⋮ icon
- Click “Manage User's profile”
- Make relevant changes
- Click “Save”

Manage User Roles
Each user's role can be set, and changed at anytime.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Click “User Directory”.
- Hover over the user, then click the ⋮ icon
- Click “Manage User's user role”
- Select the appropriate role via the dropdown
- Click “Save”

Manage User's Workspace Roles
A user can have a different role in each workspace.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Hover over Configure Opal, then click “All Users”
- Locate the relevant user(s)
- Hover over the user, then click the ⋮ icon
- Click “ Manage User's workspaces and permissions”
- Hover over the workspace, then click “Change”
Manage User Settings
Manage a user's profile settings such as email notifications, timezone, or password.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Click “User Directory”.
- Hover over the user, then click the ⋮ icon
- Click “Manage User's settings”
- Make relevant changes
- Click “Save”

Manage User Workspaces
Easily manage access to a public or private workspace.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Hover over Configure Opal, then click “All Users”
- Locate the relevant user(s)
- Hover over the user, then click the ⋮ icon
- Click “ Manage User's workspaces and permissions”
- Click “Add Workspace +”
- Locate and click to select one or many workspaces
- Click “Add these workspaces”
- Click “Save”
Deactivate User Account
When a user's account should not have access to your opal, deactivate it at anytime.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Click “User Directory”.
- if “Active accounts” is not displayed via the dropdown located in the top left,
click the dropdown located in the top left, then select “Active accounts” - Hover over the user, then click the ⋮ icon
- Click “Deactivate User's account”
- Click “OK” to confirm

Re-Activate User Account
When a user's account is needed again, quickly re-activate it.
- Hover over the sidebar, then click ⋮, located next to the Opal logo.
- Click “User Directory”.
- Click the dropdown located in the top left
- Select “Deactivated accounts”
- Hover over the user, then click the ⋮ icon
- Click “Activate User's account”
- Click “OK” to confirm

Additional Information
Will seat count be impacted when a user is invited?
Yes. When a user is invited by an admin or non-admin, seat count will be decreased by one. Contact your Customer Success Manager or Support if you have questions about your seat availability.
Will admins be notified about a new user invitation?
No. Admins will not receive a notification about new user invitations sent by an admin or non-admin.
Will admins be notified about or need to approve a new user invitation?
No. Admins will not need to approve new user invitations sent by an admin or non-admin.