Select Team Manager to add, edit, and delete users (Teammates) within the Group you are logged into, or to create and configure Teams (where enabled for your account).
Adding Teammates
Select the Teammates tab and Add Teammates to add someone.
Fill in the details, selecting the Role:
Group Admin can create other Teammates and has full access.
Group User can view but not create anything.
Group Viewer can view only the dashboards and agents configured in Data Teams.
Then select SAVE to create the Teammate.
Teammates (users) Roles
The features accessible at each level are in the table below.
Feature | Group Admin | Group User | Group Viewer |
View Legacy Dashboards | 🆗 | 🆗 | 🚫 |
View Canvas Dashboards | 🆗 | 🆗 | 🚫 |
View Specific Canvas Dashboards* | 🆗 | 🆗 | 🆗 |
Create Canvas Dashboards | 🆗 | 🆗 | 🚫 |
Switch between Groups | 🆗 | 🆗 | 🆗 |
View History | 🆗 | 🆗 | 🚫 |
Create, edit and delete workflows | 🆗 | 🚫 | 🚫 |
Create, edit, run and delete Simulate campaigns | 🆗 | 🚫 | 🚫 |
Create, edit, run and delete Heartbeat tests | 🆗 | 🚫 | 🚫 |
Configs - Change Softphone Configuration (including log levels) | 🆗 | 🚫 | 🚫 |
Configs - Add/delete Simulate ‘whitelist’ numbers | 🆗 | 🚫 | 🚫 |
Configs - Create/delete API Token | 🆗 | 🚫 | 🚫 |
Add/Remove new Teammates (Group Admin or Group User) | 🆗 | 🚫 | 🚫 |
* Needs the Data Teams feature to be enabled, which limits views to specific dashboards with specific data.
Activate Account emails
Once the account has been created, they receive an account activation email, then once confirmed, a second set-up password email from Operata (help@operata.com)see
Account Activation
You will get the following confirmation
Set your password email
The following email you receive will prompt you to set your password.
Note: You need to Set your password, even when using Single Sign On (SSO)
Selecting Set your password, and launches the screen below.
Passwords need to be a minimum of 8-characters in length, with at least three of the following four character types:
Lower case letter
Upper case letter
Number
Special Character
3. Now sign in using your email address and password.
If you are using SSO, you will not be prompted for a password.
