Manage Operator Access

Open Operators in the Admin Panel to create and manage staff access for the current company.

Before you create an operator

Prepare:

• the operator’s name;
• an email address that the operator can open;
• the operator login URL on your company’s domain, ending in /operator/login.

The operator login page uses Email code by default. A temporary password is also created, but the current creation form makes the password handoff easy to misunderstand.

Create operator access

1. Select Add Operator.

2. In Create New Operator, enter a name containing at least two characters and a valid email address.

3. Leave the generated Password field filled so the form can be submitted, but do not copy or give this value to the operator.

   The password inside this dialog is not assigned

   The current form generates a local password, but the creation request does not send it. The server creates a different temporary password.

4. Select Create Operator and wait for the dialog to close. A success message appears and the new operator card is added to the list.

5. On the newly created card, reveal or copy its Password. This post-creation value is the temporary password returned by the server.

6. Copy the temporary password before refreshing or leaving the page. After a reload, the card shows only a masked placeholder and the current Admin Panel has no password-reset action.

Give the operator the correct sign-in details

Give the operator:

• the login URL on the correct company domain;
• the email address assigned to the operator account;
• either instructions to use the default Email code method or the post-creation temporary password.

Do not give the operator the password displayed inside the creation dialog. Instructions for using the Operator workspace belong to Operator Help.

Review operator cards

Each card shows the operator name, email, creation date, and either an Active or Frozen badge. You can copy the email from the card.

Mark an operator as frozen or active

Select Freeze to change an active card to Frozen. Select Unfreeze to change it back to Active.

Freeze does not currently revoke access

The current operator sign-in and protected-page checks do not use the frozen status. The badge and dimmed card therefore do not prove that the operator has been blocked. Do not use Freeze as an access-revocation control.

Remove the company role

Use the trash action when you need to remove the operator role from the current company.

1. Select the trash action on the operator card.

2. Review the Delete Operator? dialog.

3. Select Delete to remove the current company’s operator role, or Cancel to keep it.

The confirmation overstates the action

The dialog says that the account will be permanently deleted and cannot be restored. The current action actually removes only the operator role for this company. It does not delete the authentication account or any other role that the person may have.

Removing the role does not explicitly sign out an already-open browser session. The current Admin Panel has no verified immediate-session termination control, so do not promise instant revocation.