Teams & Collaboration

Collaborate with fine-grained index access

Account Owner Alice Bob Carol ✓ = Has access ✗ = No access Index access per member Index access per member Index access per member

What Are Teams?

Teams let you invite other people — your colleagues, developers, freelancers, or anyone you work with — to your Opensolr account. Instead of sharing your login credentials (which is a security risk), each team member gets their own access with their own email address. For a full walkthrough, see the Teams Management FAQ.

The best part: you decide exactly which Opensolr Indexes each person can see and manage. If Alice only needs to work on the "products" index, she never even sees your other indexes. Bob can have access to "blog" and "docs" but not "products". You are always in control.

Why Use Teams?

  • No password sharing — everyone has their own login
  • Granular control — per-index access means people only see what they need
  • Easy offboarding — remove a team member and all their access is revoked instantly
  • Accountability — you know who made changes and when

Inviting Team Members

Adding someone to your team takes less than a minute. Here is the step-by-step process:

1. Enter Email alice@company.com 2. Invitation Sent 3. Member Accepts You type their email They get a link They click & join
  1. Open the Teams page — from your Opensolr dashboard, click Teams in the left sidebar.
  2. Enter their email address — type the email of the person you want to invite. They do not need to have an Opensolr account yet — they can create one when they accept.
  3. Send the invitation — click "Invite". The person will receive an email with a link to accept your invitation.
  4. They accept — once they click the link and log in (or sign up), they are part of your team. You will receive a notification confirming they joined.
Pending invitations

You can see all pending (not yet accepted) invitations on the Teams page. You can cancel a pending invitation at any time if you change your mind before the person accepts.

Per-Index Access Control

This is where teams become truly powerful. Instead of giving everyone full access to everything, you choose exactly which Opensolr Indexes each team member can access. Think of it like giving someone keys to specific rooms in a building — not the master key.

Products Blog Docs Analytics A Alice B Bob C Carol Each team member only sees the indexes you grant them access to

In the example above:

  • Alice can access Products, Blog, and Analytics — but not Docs
  • Bob can access Blog and Analytics — but not Products or Docs
  • Carol can access Docs and Analytics — but not Products or Blog

You can change these permissions at any time. Granting or revoking access takes effect immediately — the team member sees the change the next time they load their dashboard.

Good practice: Least privilege

Only give people access to the indexes they actually need. This follows the "principle of least privilege" — a security best practice that limits damage if an account is ever compromised. Read more about Opensolr's security practices in the Data Security guide.

Managing Your Team

The Teams page in your dashboard gives you a complete overview of everyone on your team. Here is what you can do:

View All Members

See a list of all team members, their email addresses, when they joined, and which indexes they currently have access to. Everything at a glance.

Remove Members

Click "Remove" next to any team member to instantly revoke all their access. They lose access to every index immediately. They are notified by email.

Email Notifications

Both you (the owner) and the team member receive email notifications when an invitation is sent, accepted, or when a member is removed. Full transparency.

Modify Access

Change which indexes a member can access at any time. Check or uncheck indexes and save. Changes take effect immediately — no waiting, no restarts.

Teams are available on paid plans

The Teams feature is available to customers on any paid plan (Small, Medium, Large, or Enterprise). Free-tier accounts do not have team management. See Plans & Pricing for details.

Two-Factor Authentication (2FA)

For extra security, every team member (including the account owner) can enable Two-Factor Authentication. 2FA adds a second step to logging in: after entering your password, you also enter a short code from your phone. This means that even if someone steals your password, they still cannot access your account without your phone. For a step-by-step setup guide with screenshots, see the 2FA Setup FAQ.

Step 1: Password ******** Your normal password + Step 2: 2FA Code 482 951 From your authenticator app = Secure Access

Setting Up 2FA

  1. Go to Account Settings — click your profile icon in the top-right corner and select "Account Settings".
  2. Enable 2FA — in the Security section, click "Enable Two-Factor Authentication".
  3. Scan the QR code — use an authenticator app (like Google Authenticator, Authy, or 1Password) to scan the QR code shown on screen.
  4. Enter the verification code — type the 6-digit code from your authenticator app to confirm it is working.
  5. Save your backup codes — you will receive a set of one-time backup codes. Save these somewhere safe (like a password manager). You can use them to log in if you lose access to your phone.
Do not lose your backup codes!

If you lose both your phone and your backup codes, you will need to contact support@opensolr.com to regain access to your account. Save your backup codes in a secure location as soon as you set up 2FA.

! Tips for Team Management

Review access regularly

Set a reminder to check your team member list every month or whenever someone changes roles. Remove anyone who no longer needs access. Stale accounts are a security risk.

Encourage 2FA for everyone

Ask all team members to enable Two-Factor Authentication. It takes 2 minutes to set up and dramatically improves account security. Especially important for accounts with production data.

Use meaningful index names

When your team members log in, they see a list of indexes they have access to. Using clear, descriptive index names (like "products-staging" or "blog-production") makes it obvious which index to work with.

Offboard promptly

When a team member leaves your organization, remove them from your Opensolr team immediately. All their access is revoked instantly and they receive an email notification.