How account visibility works in Opteo
Every user in your Opteo team sees only the accounts they’re personally connected to. This helps keep their Account Centre focused on the accounts they actively manage.
You can control this access at two levels:
Users can manage their own access
Admins can assign or remove access for teammates in bulk
Option 1: Let each user manage their own accounts
Each team member can:
Go to the Linked Accounts page
Click the Linked tab to view accounts that are available
Use the Connect or Disconnect buttons to customise what shows up in their dashboard
If they’re missing an account, they can:
Go to the Unlinked tab
Find the missing account
Click Link to activate it for themselves (and others, if needed)
This works well for smaller teams or self-managed setups.
Option 2: Use admin tools to assign accounts to teammates
If you're a team lead or admin, you can manage assignments in bulk:
Go to the Linked Accounts page
Use the checkboxes to select one or more accounts
Click Assign Team Members
Search for teammates and add or remove them in bulk
Click Add or Remove Team Members
This is a fast way to:
Onboard a new team member to a set of accounts
Remove access from someone rolling off a client
Clean up dashboards if people are seeing the wrong accounts
FAQs
Q: If I disconnect myself from an account, does it affect others?
A: No — disconnecting only affects your dashboard view. The account remains unchanged for others.
Q: Can I assign someone to an account they’ve never linked before?
A: Yes — assigning an account adds it to their dashboard, even if they haven’t imported it themselves.