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How can I manage users on the Opto platform?

Shannon Harrington avatar
Written by Shannon Harrington
Updated over a year ago

Firm admins have the ability to add and remove Opto users within the Admin Panel - found in the upper right hand corner when you click on your initials, select “Admin Panel” then “Users.”

To add users who login with a password click on the + button next to the User List.

If your Firm uses SSO for logins - please contact [email protected] to add users.

To remove users, simply click the name of a user and then “Delete user” in the upper right corner.

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