Team Management

Invite team members and manage access to your Opally account.

User Roles

Role	Capabilities
Admin	Full access: settings, integrations, team management
Staff	View and respond: emails, chats, calls

Inviting Team Members

1. Go to Settings > Users

2. Click Invite Member

3. Enter their email address

4. Select their role (Admin or Staff)

5. Click Send Invite

The invitee will receive an email with a link to join.

Managing Team Members

Change Role

1. Find the team member in the list

2. Click the role dropdown

3. Select the new role

4. Changes apply immediately

Remove Access

1. Find the team member

2. Click Remove

3. Confirm the removal

The removed user loses access immediately.

What Each Role Can Do

Admin

• View all emails, chats, and calls

• Respond to conversations

• Change settings

• Manage integrations

• Invite/remove team members

• Access analytics

• Manage Knowledge Base

Staff

• View all emails, chats, and calls

• Respond to conversations

• Rate AI drafts

• View analytics

• Add to Knowledge Base

Staff cannot:

• Change settings

• Manage integrations

• Invite/remove team members

Best Practices

Who Should Be Admin?

• Hotel managers

• IT administrators

• Team leads

Who Should Be Staff?

• Reception team

• Reservations team

• Guest services

Security Tips

• Only give Admin access when needed

• Remove access when team members leave

• Review team list periodically