---
title: How to add/remove users
description: How to add/remove users
---

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1. [OpsReady](https://portal.opsready.com/support?hsLang=en-ca)
2. [Users, Teams & Permissions](https://portal.opsready.com/support/users-teams-permissions?hsLang=en-ca)

April 20, 2026

# How to add/remove users

Any user who is an Adminisrator or an Account Manager can create and manage users in OpsReady

1\. Click on **Settings** at the top left corner of the Navigation Menu (Hamburger icon)

![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-11-6944-PM.png?width=199&height=199&name=undefined-Apr-13-2026-08-46-11-6944-PM.png)

 2**.** Click on **People** and **Add Person**

**![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-13-0493-PM.png?width=670&height=118&name=undefined-Apr-13-2026-08-46-13-0493-PM.png)**

3\. Fill in the **New person details**

**![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-12-4964-PM.png?width=670&height=522&name=undefined-Apr-13-2026-08-46-12-4964-PM.png)**

 3\. Select their **Role.** Roles can be the following:

- ***Admin*** - Full access across the site, including the ability to create and manage data sources.
- ***Account Manager*** - Able to add new users and manage user details.
- ***User*** - Regular user with access to site resources via teams and workspaces.
- ***Contractor*** - Limited access user who cannot view people and team details, cannot be Workspace Managers or Team Leads.

\*Note: You can also grant a user to be a Workspace Creator - this will give them an ability to manually create workspaces on the site. 

- You can also set an expiry date for a user account. Once that date is reached, the user will no longer be able to access the site. This is especially useful for contractors or other third-party users.

4\. Click **Next**

5\. Fill in the person’s **Contact details**

**![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-12-7869-PM.png?width=670&height=374&name=undefined-Apr-13-2026-08-46-12-7869-PM.png)**

6\. Add the email address and click **Done**

\*Note: The primary email address will already be prefilled if it was used as the username

7\. Click **Next**

8\. Add them to **Teams** by clicking on the team or teams you want to add the user to 

**![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-11-9471-PM.png?width=670&height=269&name=undefined-Apr-13-2026-08-46-11-9471-PM.png)**

 9. Click **Next**

10\. **Review** the steps

**![](https://portal.opsready.com/hs-fs/hubfs/undefined-Apr-13-2026-08-46-12-2426-PM.png?width=670&height=362&name=undefined-Apr-13-2026-08-46-12-2426-PM.png)**

11\. Send an invite email to them and click **Done**

\*Note: Invitation emails remain valid for 7 days. You don’t need to send them immediately—they can be sent whenever you’re ready for the user to gain access.

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