Core Concepts5 min read

Users

Manage user accounts, roles, permissions, and notification preferences

Users

Users are the people who interact with OpsKnight — from responders handling incidents to administrators managing the platform. This guide covers user management, roles, permissions, and personal settings.

Users management


Why User Management Matters

Without Proper User Management With Proper User Management
Everyone has full access Role-based access control
No accountability Clear audit trail
Alert fatigue for all Targeted notifications
Manual onboarding Streamlined invite flow

User Roles

OpsKnight has three user roles with different permission levels:

Role Description Best For
ADMIN Full platform access Platform administrators, team leads
RESPONDER Incident handling capabilities On-call engineers, SREs
USER Read-only access Stakeholders, managers

Role Permissions Matrix

Permission Admin Responder User
View Dashboard
View Incidents
View Services
Acknowledge Incidents
Resolve Incidents
Reassign Incidents
Add Notes to Incidents
Create Incidents
Manage Schedules
Create Overrides
Create Services
Edit Services
Delete Services
Manage Teams
Manage Escalation Policies
Manage Integrations
Invite Users
Manage User Roles
System Settings
View Analytics
Export Data

User Statuses

Users move through different statuses in their lifecycle:

Status Description Can Login
INVITED Invitation sent, pending acceptance
ACTIVE Account active and functional
DISABLED Account deactivated

Status Flow

INVITED ──(accept invite)──► ACTIVE ──(deactivate)──► DISABLED
                                ▲                         │
                                └────(reactivate)─────────┘

Adding Users

First Admin Account (Initial Setup)

When OpsKnight starts with no users:

  1. Navigate to /setup in your browser
  2. Enter admin details:
    • Email: Your email address
    • Name: Your display name
  3. Click Create Admin
  4. Save the generated password immediately — it's shown only once
  5. Log in with your credentials

Important: The /setup page is only accessible when no users exist in the system.

Inviting Users (Standard Method)

The recommended way to add users:

  1. Go to SettingsUsers
  2. Click Invite User
  3. Fill in the invitation form:
Field Required Description
Email Yes User's email address
Name Yes Display name
Role Yes ADMIN, RESPONDER, or USER
  1. Click Send Invitation

Invitation Process

  1. Invitation sent — User receives email with invite link
  2. Link expires — Invitations valid for 7 days
  3. User accepts — Clicks link, sets password
  4. Account active — User can log in immediately

Resending Invitations

If an invitation expires or user didn't receive it:

  1. Find user in the Users list (status: INVITED)
  2. Click the user row
  3. Click Resend Invitation
  4. New invitation email sent

User Profile

Each user has a profile with personal information and preferences.

Profile Fields

Field Description Editable By
Email Login identifier Admin only
Name Display name User, Admin
Phone Phone number for SMS User, Admin
Timezone User's local timezone User, Admin
Avatar Profile picture (Gravatar) Automatic
Role Permission level Admin only
Status Account status Admin only

Viewing Your Profile

  1. Click your avatar in the top-right
  2. Select Profile
  3. View and edit your information

Editing User Profiles (Admin)

  1. Go to SettingsUsers
  2. Click on a user
  3. Edit fields as needed
  4. Click Save

Contact Methods

Users can configure contact methods for notifications.

Email

  • Primary email — Used for login and notifications
  • Verified automatically — Via invitation process

Phone Number

For SMS and WhatsApp notifications:

  1. Go to SettingsProfile & Preferences
  2. Scroll to Notification Preferences
  3. Enter your phone number
  4. Click Save Changes

Note: Phone verification is handled during the notification setup process.


Notification Preferences

Each user controls how they receive notifications.

Accessing Preferences

  1. Go to SettingsProfile & Preferences
  2. Scroll to Notification Preferences
  3. Toggle channels on/off:
    • Email
    • SMS
    • Push
    • WhatsApp

Digest Settings

Control notification frequency:

  1. Go to SettingsProfile & Preferences
  2. Scroll to General Preferences
  3. Adjust Incident Digest level:
    • HIGH (Default)
    • ALL
    • NONE

Security Settings

Changing Password

  1. Go to SettingsProfile & Preferences
  2. Scroll to Security section
  3. Enter current and new password
  4. Click Update Password

Session Management

Manage active sessions across devices:

  1. Go to SettingsProfile & Preferences
  2. Scroll to Security section
  3. View Active Sessions list
  4. Click Revoke to end a specific session
  5. Click Revoke All Others to secure your account

Note: Revoking a session immediately logs that device out.


API Tokens

Generate personal API tokens for automation.

  1. Go to SettingsProfile & Preferences
  2. Click API Tokens (if available)

Note: API Token management is currently restricted to Administrators.


Deactivating Users

When someone leaves or no longer needs access:

  1. Go to SettingsUsers
  2. Find the user
  3. Click Deactivate
  4. Confirm user will no longer be able to log in

Troubleshooting

Can't Log In

  1. Check email/password are correct
  2. Verify account is ACTIVE
  3. Contact admin to reset password if needed

Not Receiving Notifications

  1. Check Notification Preferences in your Profile
  2. Verify Incident Digest is not set to NONE
  3. check Spam folder for emails


Last updated for v1

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