Manage Users, Teams, and Roles

Before you start

• Decide whether the user should be local or synced from Okta.
• Know which teams and roles the person should belong to.

Do this

1. Open Users.
2. Create or edit the user profile.
3. Set the identity source, name, email, and any direct contact details you want OpsBell to use.
4. Add Slack or Teams identifiers if those channels will be used for delivery.
5. Assign the user to the right teams.
6. Assign the roles that control what they can access in the workspace.
7. Keep inactive users disabled instead of leaving them available for routing.
8. Use the same view to manage team and role records when the organization changes.

Check it worked

• The user appears in the directory with the right team and role memberships.
• The identity source is correct.
• The person can participate in coverage and notification flows as intended.

If it does not work

• If the person is synced from Okta, fix the upstream identity instead of fighting local edits.
• If delivery channels are missing, configure the relevant integrations before editing the user again.
• If the team structure is unclear, fix that first so coverage and ownership do not drift.

Next

• Configure user escalation policies
• Configure Okta