Managing Users and Teams in Oversai

In Oversai, you can easily manage your users and teams to keep full control of your operations and ensure reporting integrity across the platform.

🧑‍🤝‍🧑 Users

Creating a User

You can create new users from the settings section - users - "new user" button.
When creating a user, you’ll need to complete the following fields:

• First Name

• Last Name

• Email

• Role

Editing a User

At any time, you can edit user information, such as updating their name, last name, or role within the organization.

Activating or Deactivating a User

If a user no longer needs access to Oversai, you can deactivate them temporarily without deleting the account. This provides both flexibility and security in access management.

👥 Teams

Creating Teams

In addition to individual users, you can also create teams to better organize your operation.

• When creating a team, you’ll see a list of available users.

• From there, you can add or remove users as needed.

• And assign the team leaders.

When your teams are set up, you’ll have the flexibility to manage, edit, and update them whenever necessary.

Team Membership Rules

• Each user can only belong to one team at a time.

• This rule ensures that reports remain consistent and interactions are not duplicated within Oversai.

✅ Summary

• Users → Create, edit, activate, or deactivate users.

• Teams → Create and manage teams with assigned members.

• Data Integrity → Each user can only belong to one team, ensuring reliable and consistent reporting across Oversai.