Setting Up Your Team
Invite team members to your OpsBrief organization and configure roles for effective collaboration.
Understanding Roles
OpsBrief uses role-based access control. Choose the right role for each team member:
Owner
Full control including billing and organization settings
Best for: Founders, team leads who manage the account
Admin
Can manage integrations, channels, and team members
Best for: Engineering managers, senior team members
Member
Can view events and configure personal digest preferences
Best for: Most team members
Learn more about roles and permissions.
Inviting Team Members
Navigate to Team
In your dashboard, click Team in the sidebar.
Click Invite Member
Click the Invite Member button in the top right.
Enter details
Enter their email address and select a role:
- Use work email addresses
- Most people should be "Member"
- Only give Admin to those who need it
They accept the invite
They'll receive an email with a link to join. Invitations expire after 7 days.
Onboarding New Members
When new members join, help them get started:
- 1Share this quick start guide
- 2Point them to My Email Digest to set up their preferences
- 3Recommend starting with key channels
Best Practices
💡 Start with your core team
Invite 3-5 key people first. Get their feedback before rolling out to the whole team.
💡 Assign at least 2 admins
Ensure someone can manage integrations if you're unavailable.
💡 Use consistent naming
Agree on channel naming conventions so everyone's digest is comparable.