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First steps for admins

Opaque uses a role-based system to ensure secure, governed collaboration. As an admin—either at the organization or workspace level—you’ll need to complete a few setup tasks before users can begin working with data and jobs.

Organization admins

As an organization admin, your primary responsibility is to assign workspace admins who will create and manage individual workspaces.

  1. Sign in using your SSO credentials.

    Sign in to Opaque using your organization’s single sign-on (SSO) credentials.

    Note

    When you first sign in, you won’t have admin privileges yet. Opaque will assign the organization admin role within one business day. Once granted, you’ll be able to manage users and access organization-wide audit logs.

  2. Assign workspace admins.

    Promote team members to workspace admins so they can begin creating workspaces:

    • Go to Admin in the left-hand nav.

      Assign workspace admins on the Admin page

      You assign workspace admins on the Admin page.

    • Find the member in the list and click under Edit Role.

    • In the Manage Member panel, select Workspace admin and click Save.

  3. Notify assigned workspace admins.

    Let workspace admins know they can now create and manage workspaces.

  4. (Optional) Add datasets for collaboration.

    To make data available for use in jobs and workflows, connect datasets and define sharing policies. For details, see the Data section.

  5. Review audit logs.

    Familiarize yourself with audit logs to monitor organization-wide activity, including user actions and data access.

Workspace admins

Workspace admins are responsible for setting up and managing individual workspaces. Your role enables secure collaboration within and across teams. Common tasks include:

  1. (Optional) Add datasets for collaboration.

    To make datasets available in your workspace, connect them and define access policies. See the Data section for details.

  2. Create a workspace and add workspace members.

    Workspace creation involves two steps:

    • Define workspace details: Add members, select the workspace type (Analytics & ML or Agentic AI), and optionally include templates for no-code jobs.
    • Set execution policies: Choose approval and run policies to govern job execution.

    To get started, go to Workspaces and click New Workspace. See Create workspaces for full instructions.

    Screenshot of a new workspace

    Click New Workspace to get started.

  3. Track invitation status.

    Go to Workspaces > New Invites to see which members have accepted or are still pending.

  4. Monitor workspace activity.

    Go to the Event Logs tab to track activity like data access, job submissions, and data sharing.

    About logs

    Audit logs capture organization-wide activity across all workspaces; event logs track actions within a specific workspace.

  5. Archive a workspace when no longer in use.

    Archiving a workspace disables job execution but preserves job history and results. See Archive workspaces for details.

    Warning

    Archiving is permanent. Archived workspaces cannot be reactivated.

Next steps