User Management Help Documentation

The User Management space allows Site Administrators to view existing users and register new users in your Opsera Account.

Inviting a new user to the platform allows Site Administrators to pre-register the user and define any optional Group Membership in order to define what access they have in the Opsera Platform. Group Membership can be changed at any time through the Group Management space by Site Administrator.

Note: The URL’s listed below apply to the primary Opsera Portal tenant. Some customers may have their own custom tenant and as such you must use the URL’s associated with your account which would be provided by your Opsera representative.

Prerequisite to creating a new user: You must be a Site Administrator to create a new user in Opsera.

Create a New User:

1. Log into your admin account using the Opsera portal: http://portal.opsera.io OR your private tenant*
   *If using your private tenant, use the URL your organization was provided to login to your admin account.

2. Click the ‘+ New User’ button.

   Open

   

3. Fill out the ‘Create New User’ form.
   Email - Email must be unique or creation will fail.
   Groups - This field provides a drop down list of pre-existing groups. Choose the group you wish to add the user to. For more information on Group Management, view the https://opsera.atlassian.net/l/c/6px4peY9

   Open

   

4. Click ‘Create’ button.