Invite Users

Once your account is created, you can invite colleagues to join your OpsFusion organization. Invited users will have access to teams and schedules based on their assigned roles.

Before You Begin

Make sure you have:

• Account Owner or Account Admin permissions in your organization
• Email addresses of the people you want to invite
• Decided on the appropriate role for each invitee

User Roles

OpsFusion uses role-based access control with four distinct roles:

Role	Permissions	Best For
Account Owner	Full access: billing management, subscription control, all admin permissions	Account creator, financial stakeholders
Account Admin	Manage users, teams, schedules, API keys, send invitations (no billing access)	Technical administrators, DevOps leads
Team Admin	Create and manage teams, add/remove team members, manage on-call schedules, view team alerts	Team leads, engineering managers
Standard User	View assigned teams and schedules, acknowledge/resolve team alerts	On-call engineers, individual contributors

Role Assignment

• Users are assigned roles at the account level (organization-wide)
• Team membership is managed separately within each team
• Higher-level roles inherit permissions from lower-level roles (e.g., Account Admin can do everything Team Admin can do)

Step 1: Access the User Management Page

1. Click on your profile icon in the top-right corner
2. Select Account from the dropdown menu
3. Click on the Users tile

Step 2: Invite a User

1. On the Users page, click the Invite User button in the top-right corner
2. In the invitation form, provide:
   • Email - The invitee’s work email
   • Roles - Select the appropriate roles from the dropdown menu
3. Click Send Invite

The user will receive an email with instructions to join your organization.

Note

Teams are assigned separately after the user accepts the invitation. See Create Teams for details on team membership.

Step 3: Invited User Accepts

The invited user will:

1. Receive an email invitation with a secure invitation link
2. Click the invitation link in the email
3. Create their OpsFusion account (or log in if they already have one)
   • Set their password following the same requirements as account creation
   • Verify their email address
4. Automatically join your organization with the assigned role

Next Step After Acceptance

After users accept invitations, add them to the appropriate teams so they can participate in on-call rotations and receive alerts.

Cancel Invite

To cancel a pending invitation:

1. In the Users list, click on Invite Pending status for the the user you want to cancel
2. Click the Delete button and confirm

What’s Next?

After inviting your team members:

1. Create teams - Organize users by service, department, or responsibility area
2. Add users to teams - Assign accepted users to the appropriate teams
3. Set up on-call schedules - Define rotation patterns for each team

Timeline

Users can accept invitations at their convenience. You can create teams and schedules while waiting for acceptances, then add users to teams once they’ve joined.

Troubleshooting

User didn’t receive the invitation?

• Verify the email address is correct
• Ask them to check their spam/junk folder
• Have them create an account with the invite’s email address and accept in the OpsFusion dashboard

Can’t invite users?

• Ensure you have Account Admin permissions
• Check that you haven’t reached your organization’s user limit