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Logging in, using the tool-bar, creating new users (Teammates) and toggling between Groups.

Andy Scott avatar
Written by Andy Scott
Updated this week

Logging in

Once your account has been created in Operata you will receive an account activation email and once confirmed a second set your password email.

Welcome aboard!

Forgotten password?

Teammates who have forgotten their password can change it at anytime using the I have forgotten my password option from the main login page.


Operata help bubble

Launch the Operata help bubble to see the health Status of Operata, Send us a message, Search for Help or Let Operata know if you have an issue?

This is also the place we will let you know of any planned maintenance or known service issues.


Operata tool-bar

Click on the Operata Logo or Toggle Sidebar icon in the top left hand corner to expand and collapse the tool-bar for the best views of dashboards and features.


Teammates

Here's where you add, edit and delete users (Teammates) within the Group you are logged into.

Select +TEAMMATE to add someone and fill in the details

Select the Role 'Group Admin' to create a Teammates with full access or 'Group User' for a Teammate who can only view data.
Then SAVE to create the Teammate.

More details on what the Group Admin and Group User roles can be found here.

Once the account has been created they receive an account activation email and once confirmed will receive a second set-up your password email.

Teammates still need to action both emails with Single Sign On (SSO) enabled.


Switching Groups

If you are a Teammate in more than one Operata Group, you can toggle between without needing to log back in.

Select Group name on the top left hand corner to reveal a drop-down of Groups you can click to access.


Operata features

The tool-bar gives access to the Operata features available to you.

Search the feature in the Operata Training centre or contact Operata for more details.

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