Team and roles
Invite people to your Opttab account, choose which workspaces they can open, and set what they can do.
Invite colleagues or clients to your account and decide what each person can see and change. You manage this in Settings › Team.
Roles
Every person has an account role. Owners and admins reach every workspace. Account members reach only the workspaces they're given, each with a workspace role: Member (can edit) or Viewer (can only read).
| Action | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| Read dashboards, prompts and analytics | Yes | Yes | Yes (their workspaces) | Yes (their workspaces) |
| Edit prompts, topics, content and ads | Yes | Yes | Yes (their workspaces) | No |
| Create, edit and delete workspaces | Yes | Yes | No | No |
| Invite people, change roles, remove people | Yes | Yes | No | No |
| Manage integrations and API keys | Yes | Yes | No | No |
| View billing | Yes | Yes | No | No |
| Pay, change or cancel the plan, edit billing details | Yes | No | No | No |
| Delete the account | Yes | No | No | No |
Each account has one owner. Owners and admins don't appear in a workspace's member list, because they reach every workspace anyway.
Invite people
Open Team
Go to Settings › Team, or click Invite Members in the workspace switcher.
Enter their details
In Invite team members, enter the person's full name and email.
Choose access
Pick Member or Viewer for this workspace. To give access to several workspaces, click Choose workspaces and set a role for each. Click Add another to invite more people at once.
Send
Click Send invites. You see "Invitation sent." The invitation appears under Pending invitations, with its expiry date.
The person gets an email, opens the link and either creates a login or signs in. They see who invited them, the workspaces and the role, then click Accept (or Decline invitation).
To make someone an admin with access to every workspace, use Invite admin under Account admins.
Invitation rules
- Invitations expire after 7 days.
- There is no resend. Click Cancel on the pending invitation and invite the person again. Wait a minute before re-inviting the same address.
- One email address belongs to one Opttab account. Someone who already uses Opttab in another account must be invited with a different address.
- Each person and pending invitation uses a seat on your plan.
Manage your team
| To… | Do this |
|---|---|
| Add someone already in your account to this workspace | Use Add someone already in your account, pick the person and role, then click Add to workspace. |
| Change a member's role | Use the role select in the roster: Member or Viewer. |
| Remove someone from this workspace | Click Remove from workspace. If it was their only workspace, they can still sign in but can't open anything. |
| Remove someone from the account | Click Remove from the account instead. |
| Turn an admin into a member | Under Account admins, click Change to member and pick at least one workspace they keep. |
| Remove an admin | Under Account admins, click Remove from account. |
Errors
| Message | What to do |
|---|---|
| "Choose at least one workspace for this person." | A member invitation needs at least one workspace. Admin invitations don't. |
| "This person is already in your account — add them to this workspace below instead." | Use Add someone already in your account. |
| "This email already belongs to another Opttab account, so it cannot join yours." | Ask them to use a different email address. |
| "This invitation is no longer valid" (seen by the invitee) | The invitation expired, was cancelled or was already used. Send a new one. |