How to manage projects and users
What this feature does
Projects organise your workflows and decisions. User management controls who can access the platform and what they can do within each project. Administrators create projects, invite users, assign roles, and monitor usage.
Scope: This guide covers project creation, user invitation, role assignment, and usage monitoring. It does not cover building workflows or decisions.
Who this applies to
- Audience: Administrators managing Opus workspaces
- Access required: Administrator role
- Assumed knowledge: You have an Opus workspace. Refer to Get started with Opus for workspace setup.
Steps
Step 1: Create a project
- Navigate to the Projects page.
- Select Create Project.
- Enter a descriptive project name.
- Select Create. The project appears in the list and is ready for workflows and decisions.
To update a project name, open the project settings and select Edit. To delete a project, select Delete from the options menu.
Step 2: Invite users
- Navigate to the User Management page.
- In the Members tab, select Invite Member.
- Enter the user’s TechPass-associated email address.
- Select Invite. The user appears with an Invited status until they log in.
To remove a user, select the ellipsis menu (⋮) next to the user and choose Remove.
Step 3: Assign roles and projects
During or after invitation, assign each user to a group, project, and role.
Select a group from the Group dropdown (or create a new one).
Enable Assign project and role.
Select a project and a role:
Role Permissions Administrator Full access — create projects, manage users, generate tokens, manage assignments Editor Create, read, update, and delete workflows, decisions, and test suites within assigned projects Viewer Read-only access to assigned projects
Step 4: Monitor plan and usage
- Navigate to the Plan and Usage page.
- Review execution counts, storage usage, and plan limits for the workspace.
Step 5: Review audit trail
- Navigate to the Audit Trail page.
- Review user activity logs — login events, project changes, and entity modifications.
Constraints and limitations
| Constraint | Detail |
|---|---|
| Authentication | TechPass required for all users |
| Role assignment | Only administrators can invite users and assign roles |
| Account deactivation | Accounts inactive for 90+ days are deactivated per CAM and IM8 compliance. Notification emails are sent one month before and on the day of deactivation. |
Related features
- Get started with Opus — initial workspace and project setup.
- How to execute via API — generate access tokens for API integration.
