User Management

Manage the lifecycle of every user in your Opsera account, from onboarding to offboarding. Control access, assign roles, transfer ownership, and keep your platform secure.

Role	View active users	View pending	Create users	Deactivate	Export list
Site Administrator	✓	✓	✓	✓	✓
Security Manager	Read only	Read only	—	—	—
Auditor	Read only	Read only	—	—	—

User states

Active

Has logged in and holds platform access. Can be exported by admins.

Deactivated

Account suspended. No platform access. Ownership must be transferred first.

Pending

Registered but hasn't logged in yet. Admin can complete registration manually.

Create a new user (Admin only)

Pre-register a user and optionally add them to a group before they log in.

PrerequisiteYou must be a Site Administrator. If you're on a private tenant, log in using your organization's custom URL provided by your Opsera representative.

1

Go to Settings → User Management in the left navigation.

2

Click + New User in the top right of the user list.

3

Enter First Name, Last Name, Email Address, a Role, and optionally assign the user to one or more Groups.

4

Click Create. The user appears under the Pending tab until they complete their first login.

Access token activity

Site Administrators, Auditors, and Security Managers can view Access Token Activity Logs for each user including Token ID, scope, and usage timestamps from the user's detail view.

Single session accessOpsera enforces one active session per account at all times.🔐

Automatic session binding

A new login automatically terminates the previous session, so credentials are never shared across devices.

• ⚡Instant termination: If User A logs in while User B is active on the same account, User B is logged out immediately with an in-app warning.

• 🛡️Stronger security posture: Eliminates shared credentials and concurrent access risks across your pipelines, tools, and data.

• 📉 Less admin overhead: Admins spend less time investigating ghost sessions or revoking stale access tokens.

Ownership transfer

Required before deactivating any user who owns pipelines, tasks, or tools.

Opsera blocks deactivation of users who still own resources.Always complete ownership transfer first — for every Pipeline, Task, and Tool the user owns.

• 🔍 Identify resources: Find all Pipelines, Tasks & Tools owned by the user

• 📋 Open summary view: Navigate to each resource's summary page

• 🔄 Transfer ownership: Click the transfer icon, select the new owner

• ✅ Confirm: Click Transfer Ownership to save

Repeat for every resource the user owns before proceeding to deactivation.

Deactivate users

Admin onlyRemove platform access when a team member leaves the organization.

🚨Mandatory offboarding step: Deactivating departing users is essential to prevent unauthorized access to pipelines, tools, and sensitive data. Build this into your offboarding checklist.

1. 1Complete ownership transfer

   Transfer all owned resources before attempting deactivation. See Ownership Transfer above.

2. 2Go to Users

   Navigate to Settings → Users.

3. 3Select the user

   Click the user's row under the Active Users tab to open their detail panel.

4. 4Deactivate

   Click the Deactivate User button in the pop-up. The user moves to the Deactivated tab immediately.

Reactivate users

Admin only

Restore platform access for a previously deactivated account at any time.

1. 1Go to Users

   Navigate to Settings → Users.

2. 2Find the user

   Switch to the Deactivated Users tab and click the user's row.

3. 3Reactivate

   Click Reactivate User in the pop-up. The account becomes active immediately.

Manage pending users

Pending users are registered but haven't completed their first login yet.

💡Two ways to complete registration

The user can log in themselves and complete registration, or an existing user (admin) can complete it on their behalf.

Admin-initiated completion

1

Go to Settings → Users → Pending Users.

2

Click the pending user's row to open the Complete User Registration pop-up.

3

Select the required Site Role and Group based on the permissions they need.

4

Click Save. The user moves to the Active tab and can log in with their credentials.

User account & support menu

Click the ··· icon at the bottom of the navigation sidebar to access account settings and support options.

• Account & Support

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• Knowledge BaseHelp articles & how-tos, in-platform

• Request HelpTechnical support & ticket filing

• FAQsBrowse frequently asked questions