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How can I manage users on the Opto platform?

Shannon Harrington avatar
Written by Shannon Harrington
Updated over 10 months 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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