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Managing team members and permissions

Learn how to remove teammates, check activity, and assign admin rights

Shaquira Jeyasingh avatar
Written by Shaquira Jeyasingh
Updated over 2 weeks ago

View and manage your team

To see who’s in your Opteo team:

  1. Go to Account Settings

  2. Click the Team Members tab

Here you’ll see:

  • Each team member’s name and email

  • Their role (user or admin)

  • Their last active date

  • Action buttons for managing permissions


Remove a team member

To remove someone:

  • Click the Actions button next to their name

  • Choose Remove user

⚠️ This permanently deletes their Opteo login. If they want to return later, they’ll need to create a brand new login.


Promote or demote users

Admins can:

  • Grant admin access to other teammates

  • Remove admin access from existing admins

To do this:

  • Click Actions next to a teammate’s name

  • Choose Make admin or Remove admin


See last activity

The Last Active column shows when a teammate last logged into Opteo — helpful for checking account usage across your team.


FAQs

Q: Can I undo a user removal?
A: No — once removed, the login is deleted. They’ll need to create a new account to rejoin.

Q: Can someone else remove me as admin?
A: Yes — any admin can change another admin’s permissions.

Q: Can users see all accounts?
A: Only the ones they’re assigned to. You can use Linked Accounts to control visibility.

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