⚠ You will need to have the ‘Admin’ role type for your OI portal to invite and manage users.

Inviting users to OI

Step-by-step:

1. Click the Profile icon in the top right hand corner of the portal.
    
2. Select 'Admin'.
    
3. From the Admin page, click 'Invite new users'

From the Invite users page: enter the name, email address and role type for the use you would like to provide access to, then click 'Send invitation'.

You will return to the admin dashboard and receive a confirmation message that an invite has been sent in the bottom right hand corner.

The user will receive an invitation email with instructions on how to create a password and log in. 

Tip: You can click Add a user in the bottom left corner to invite multiple users at the same time.

User role types

There are different roles available in OI which each come with different platform permissions:

• Admin: Can view all insights pages, invite other users to the portal and view when other users have most recently logged into OI. Admin users can also export chart data to .CSV.
• User: Can view all insights pages.
• Team Leader: Can view all insights pages, plus the 'My Team' page to view performance and coaching plans for agents in their team.
• Agent: Can view their own agent performance page and create and track coaching plans.
• Other: In some cases custom roles may be set up for your organization. For more information on the permissions for any role not listed above, please speak to your OI administrator.
   

Deactivate or remove user access to OI

If a user leaves your company or no longer requires access to OI, administrators can revoke their access, ensuring they can no longer log in to the platform. You can deactivate users in two statuses:

• Active: Users who have accepted their invitation and set up a login.
• Invited: Users who have been invited but have not yet accepted the invitation or set up a login.

To revoke access:

1. Go to the Admin page.
   ​From the OI dashboard, click Admin.
2. Access user management
   Under Manage users, click Manage users.

3. Search for the user
   In the All users tab, use the search function to find the user whose access you want to revoke.
4. Deactivate or Cancel invitation
   If the user is Active (they have set up a login), click Deactivate under the Actions column.

If the user is Invited (they have not yet accepted the invitation), click Cancel invite.

5. Verify User Status
   The user will no longer appear under the All users tab.
   To view deactivated users, switch to the Inactive tab.