Platform Users
Manage user accounts that can access the OpsPilot365 platform. Configure roles, permissions, and tenant access for your team members. Platform users are your MSP staff, not the end users in managed tenants.
User Roles
Administrator
Full access to all platform features including settings, billing, and user management.
- Manage all tenants
- Configure platform settings
- Manage billing
- Add/remove platform users
- Access all features
Technician
Day-to-day management access for assigned tenants. Cannot modify platform settings or billing.
- Manage assigned tenants
- User and device management
- Run reports
- Execute automation
- View dashboards
Read-Only
View-only access for auditors, managers, or stakeholders who need visibility without modification rights.
- View tenant data
- View reports
- View dashboards
- Export data
- No modifications
Custom
Create custom roles with specific permission sets tailored to your organization’s needs.
- Granular permissions
- Feature-level control
- Tenant-level restrictions
- Action-based limits
Platform Users
| User | Role | Tenant Access | Last Active | Status |
|---|---|---|---|---|
| John Smith (john@contosomsp.com) | Administrator | All tenants | 2 min ago | Active |
| Emily Chen (emily@contosomsp.com) | Technician | 12 tenants | 1 hour ago | Active |
| Mike Johnson (mike@contosomsp.com) | Technician | 8 tenants | 3 days ago | Active |
| Sarah Wilson (sarah@contosomsp.com) | Read-Only | All tenants | 1 week ago | Inactive |
Add Platform User
To add a new platform user, provide:
- Email Address — Login email (e.g., user@yourmsp.com)
- Display Name — Full name
- Role — Technician, Administrator, or Read-Only
- Tenant Access — All tenants or selected tenants only
Permission Matrix
| Permission | Admin | Tech | Read |
|---|---|---|---|
| View dashboards | Yes | Yes | Yes |
| Manage users | Yes | Yes | — |
| Manage devices | Yes | Yes | — |
| Run automation | Yes | Yes | — |
| Order licenses | Yes | With approval | — |
| Platform settings | Yes | — | — |
| Manage billing | Yes | — | — |
| Manage platform users | Yes | — | — |
Legend: Yes = Full access | With approval = Requires approval | — = No access
Authentication
Microsoft Entra ID SSO
Allow platform users to sign in with their Microsoft work account. (Enabled)
Require MFA
Enforce multi-factor authentication for all platform users. (Enabled)
Session Timeout
Automatically sign out inactive users after specified duration. (8 hours)
Audit Log
Track platform user activity and changes:
- 2 min ago — John Smith signed in (IP: 203.0.113.45, Chrome on Windows)
- 1 hour ago — Emily Chen modified user in Contoso Corp (Reset password for jane@contoso.com)
- 3 hours ago — John Smith added platform user (Added mike@contosomsp.com as Technician)
API Reference
GET /api/settings/platform-users— List all platform usersPOST /api/settings/platform-users— Invite new platform userPUT /api/settings/platform-users/:id— Update user role and accessDELETE /api/settings/platform-users/:id— Remove platform user