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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).

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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.

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Teammates (users) Roles

The features accessible at each level are in the table below. * Needs the Data Teams feature to be enabled, which limits views to specific dashboards with specific data.

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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

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Account Activation

You will get the following confirmation

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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

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3. Now sign in using your email address and password.

If you are using SSO, you will not be prompted for a password.