> ## Documentation Index
> Fetch the complete documentation index at: https://docs.operata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Teammates

> How to add, edit and delete users (Teammates) and what the Role types give access to.

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.

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/c5da29e9-screenshot-2026-05-04-at-10-11-40-2.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=2663f5c8d7558f01170c33142b324b70" alt="" width="3840" height="2160" data-path="images/intercom/c5da29e9-screenshot-2026-05-04-at-10-11-40-2.png" />

* 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.

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/eb208556-screenshot-2026-05-04-at-12-45-13-2.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=52cfd35c517d445b5c99cff71c7f1124" alt="" width="3840" height="2160" data-path="images/intercom/eb208556-screenshot-2026-05-04-at-12-45-13-2.png" />

***

### **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](/docs/help/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](mailto:help@operata.com))***see***

### Account Activation

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/45e5e002-screenshot-2024-08-30-at-14-57-30.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=15fc550d489a478ae113a0ca99848fd9" alt="" width="662" height="720" data-path="images/intercom/45e5e002-screenshot-2024-08-30-at-14-57-30.png" />

You will get the following confirmation

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/33efa3d6-image.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=a631ef1dbfe67cbc01909b73af0d1f6f" alt="" width="559" height="388" data-path="images/intercom/33efa3d6-image.png" />

***

### 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)

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/e55321e0-image.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=71e8f477246df5392aec623c9b3574e2" alt="" width="1264" height="1612" data-path="images/intercom/e55321e0-image.png" />

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

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/2334fba4-image.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=7b2ca42cf71f196525dd10258d0221be" alt="" width="410" height="399" data-path="images/intercom/2334fba4-image.png" />

***

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

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

<img src="https://mintcdn.com/operata/TOAME2aBXGCHop3M/images/intercom/785de4b2-image.png?fit=max&auto=format&n=TOAME2aBXGCHop3M&q=85&s=59da8dab4c9be6936757172368083e2e" alt="" width="490" height="431" data-path="images/intercom/785de4b2-image.png" />
