Site Roles Help Documentation

Opsera offers Account level Site Roles. These roles are global for your Opsera Account and define the level of functionality a given user has across the entire Opsera platform. The following roles are available:

1. Site Administrator

2. Power User

3. User

Assignment of Site Roles is performed by a Site Administrator.

Site Role Level Accessibility:

Visit the following links to determine what a user has access to in the Opsera portal based on their Site Role level. Users can either have Site Administrator, Power User or User Access.

Site Roles Management:

Navigate to Site Roles:

1. Navigate to ‘Settings’ in the left hand navigation:

Open

2. Click on ‘Site Roles’ (as seen in ‘Account Settings’ page)

Open

3. You can now navigate to Site Administrators, Power Users or Users to manage membership.

4. Click on the Site Role of which you’d like to add or remove a member (Site Administrators, Power Users or Users). In this example, we are adding a user to ‘Power User’ level. You can follow the same instructions to add a user to Site Administrators and Users.

5. Navigate to Manage Members tab.

6. Locate the user by typing their name into the search box.

7. To add a member to the Site Role, select user’s name from the left column to highlight it, then click the ‘Add Selected’ button.
You should see the user name move into ‘Members’ box on the right.

8. To remove a member from the Site Role, select user’s name from the right column to highlight it, then click the ‘Remove Selected’ button. The user’s name will move to the left ‘Not Members’ column.

9. Click ‘Save’ button.

Note: For Site Role membership changes to take effect, user must log out then log back into the portal.

Once a user’s account is setup with Power User access they can successfully log in to https://portal.opsera.io OR their tenant URL and successfully create and use a token.

View the documentation on how to generate an access token for more info.