OA
OpsAgent

Team Members

Last updated 3 weeks ago

OpsAgent supports team collaboration through organization-level user management. Admins can invite team members, assign roles, and manage access to the organization's apps and portals.

Roles

OpsAgent has two roles:

  • Admin — Full access to all organization settings, billing, team management, app installation, and portal management. Admins can invite and remove other team members.
  • Member — Access to installed apps and their dashboards. Members cannot modify organization settings, billing, or manage other team members.

Inviting Team Members

To invite a new team member:

  1. Go to Settings > Team Members
  2. Click Invite Member
  3. Enter the person's email address
  4. Select their role (Admin or Member)
  5. Click Send Invitation

The invited person will receive an email with a link to join your organization. If they don't already have an OpsAgent account, they'll be prompted to create one.

Managing Invitations

Pending invitations are visible in the Invitations tab on the Team Members page. From here you can:

  • Resend an invitation if the recipient didn't receive it or needs a fresh link
  • Cancel a pending invitation to revoke the invite before it's accepted

Invitations expire after 7 days. If an invitation expires, you'll need to send a new one.

Removing Team Members

Admins can remove team members from the organization:

  1. Go to Settings > Team Members
  2. Find the member you want to remove
  3. Click the remove button and confirm

Removed members immediately lose access to the organization, its apps, and all connected portals. This action does not delete their OpsAgent account — they can still log in and join or create other organizations.