Firm admins can add and remove Opto users in the Admin Panel, found in the upper right-hand corner when you click your initials, then select “Admin Panel,” then “Users.”
To add users who log in with a password, click on the + button next to the User List.
To remove users, simply click the name of a user and then “Delete user” in the upper right corner.
If your firm uses SSO, please contact your relationship manager for assistance.