Table of Contents

Manage Users

Erynn Baird 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.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Click “User Directory”.
  3. Hover over the user, then click the ⋮ icon
  4. Click “Manage User's profile”
  5. Make relevant changes
  6. Click “Save”

Manage User Roles

Each user's role can be set, and changed at anytime.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Click “User Directory”.
  3. Hover over the user, then click the ⋮ icon
  4. Click “Manage User's user role”
  5. Select the appropriate role via the dropdown
  6. Click “Save”

Manage User's Workspace Roles

A user can have a different role in each workspace.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Hover over Configure Opal, then click “All Users”
  3. Locate the relevant user(s)
  4. Hover over the user, then click the ⋮ icon
  5. Click “ Manage User's workspaces and permissions”
  6. Hover over the workspace, then click “Change”
Tip: A users role can be changed from one role to another at anytime.

Manage User Settings

Manage a user's profile settings such as email notifications, timezone, or password.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Click “User Directory”.
  3. Hover over the user, then click the ⋮ icon
  4. Click “Manage User's settings”
  5. Make relevant changes
  6. Click “Save”

Manage User Workspaces

Easily manage access to a public or private workspace.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Hover over Configure Opal, then click “All Users”
  3. Locate the relevant user(s)
  4. Hover over the user, then click the ⋮ icon
  5. Click “ Manage User's workspaces and permissions”
  6. Click “Add Workspace +”
  7. Locate and click to select one or many workspaces
  8. Click “Add these workspaces”
  9. Click “Save”
Tip: Quickly remove a user from a workspace while managing a user's workspaces and permissions by hovering over a workspace then clicking “Remove from workspace.”

Deactivate User Account

When a user's account should not have access to your opal, deactivate it at anytime.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Click “User Directory”.
  3. 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”
  4. Hover over the user, then click the ⋮ icon
  5. Click “Deactivate User's account”
  6. Click “OK” to confirm
Tip: A deactivated account is not deleted, and can be reactivated at anytime.

Re-Activate User Account

When a user's account is needed again, quickly re-activate it.

  1. Hover over the sidebar, then click ⋮, located next to the Opal logo.
  2. Click “User Directory”.
  3. Click the dropdown located in the top left
  4. Select “Deactivated accounts”
  5. Hover over the user, then click the ⋮ icon
  6. Click “Activate User's account”
  7. Click “OK” to confirm
Note: The re-activated user will not receive a notification that their account have been re-activated.

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.

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