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ACCOUNT SETUP
  • OOTI 101
    • OOTI updates
    • Security and data
    • Programs
    • Integrations
  • DISCOVER OOTI ROLE PER ROLE
    • 1) I'm a partner/CFO
    • I'm a project manager
    • I'm an architect
  • ACCOUNT SETUP
    • 1. OOTI CONNECTION
    • 2. CUSTOMIZATION
    • 3. YOUR TEAM
  • PROJECT MANAGEMENT
    • 1. SETTINGS
    • 2. MANAGEMENT
    • 3.PROJECT MANAGEMENT
    • 4. CO-CONTRACTORS
    • 5. DIRECT SUB-CONTRACTORS
    • 6. INTRA-GROUP AND DEPARTMENT MANAGEMENT
  • BILLING
    • 1. INVOICING CONFIGURATION AND INVOICE CREATION
    • 2. BILLING FORECAST
    • 3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
  • TIMES AND LEAVES
    • 1. SETTINGS
    • 2. ENTERING TIME AND LEAVE REQUESTS
    • 3. VALIDATION OF TIMES AND LEAVE REQUESTS
    • 4. LEAVE AND RECOVERY BALANCE
  • COST
    • 1. UNDERSTAND THE COSTS
    • 2. EXPENSE NOTES
    • 3. PAYROLL
    • 4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES
    • 5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY
  • AGENCY MANAGEMENT
    • 1. CONSULT THE REPORTS
    • 2. CREATE A NEW TEAM
    • 3. LOAD SCHEDULE
  • OPPORTUNITIES
    • 1. OPPORTUNITY MANAGEMENT
    • 2. PROPOSALS
  • DATA IMPORTS AND EXPORTS
    • RESUME INVOICING HISTORY BY PROJECT
    • RESUME THE TIME SPENT BY PROJECT
    • EXPORT DATA
    • MANAGE YOUR IMPORTS
  • USE CASES
    • Admin
    • Projects
    • Billing
    • Duration
    • agency management
    • Imports/exports
    • Practical sheets
  • Get in touch
      Back to home
      1. Help Center
      2. ACCOUNT SETUP
      • OOTI 101
        • OOTI updates
        • Security and data
        • Programs
        • Integrations
      • DISCOVER OOTI ROLE PER ROLE
        • 1) I'm a partner/CFO
        • I'm a project manager
        • I'm an architect
      • ACCOUNT SETUP
        • 1. OOTI CONNECTION
        • 2. CUSTOMIZATION
        • 3. YOUR TEAM
      • PROJECT MANAGEMENT
        • 1. SETTINGS
        • 2. MANAGEMENT
        • 3.PROJECT MANAGEMENT
        • 4. CO-CONTRACTORS
        • 5. DIRECT SUB-CONTRACTORS
        • 6. INTRA-GROUP AND DEPARTMENT MANAGEMENT
      • BILLING
        • 1. INVOICING CONFIGURATION AND INVOICE CREATION
        • 2. BILLING FORECAST
        • 3. SUGGESTIONS, SENDINGS AND SUGGESTIONS OF INVOICES
      • TIMES AND LEAVES
        • 1. SETTINGS
        • 2. ENTERING TIME AND LEAVE REQUESTS
        • 3. VALIDATION OF TIMES AND LEAVE REQUESTS
        • 4. LEAVE AND RECOVERY BALANCE
      • COST
        • 1. UNDERSTAND THE COSTS
        • 2. EXPENSE NOTES
        • 3. PAYROLL
        • 4. SERVICE PROVIDERS/SUBCONTRACTORS/FREELANCES
        • 5. OVERHEADS/FIXED CHARGES OF YOUR AGENCY
      • AGENCY MANAGEMENT
        • 1. CONSULT THE REPORTS
        • 2. CREATE A NEW TEAM
        • 3. LOAD SCHEDULE
      • OPPORTUNITIES
        • 1. OPPORTUNITY MANAGEMENT
        • 2. PROPOSALS
      • DATA IMPORTS AND EXPORTS
        • RESUME INVOICING HISTORY BY PROJECT
        • RESUME THE TIME SPENT BY PROJECT
        • EXPORT DATA
        • MANAGE YOUR IMPORTS
      • USE CASES
        • Admin
        • Projects
        • Billing
        • Duration
        • agency management
        • Imports/exports
        • Practical sheets
      • Get in touch

      ACCOUNT SETUP

      Setup your account step by step

      1. OOTI CONNECTION

      • Change account on OOTI (demo)
      • How to create an account, choose a subscription and activate the account?
      • How do I change my login email address?
      • Create an account on OOTI
      • How do I activate double authentication when connecting to OOTI?
      See more

      2. CUSTOMIZATION

      • How do I create a style guide specific to each of my entities?
      • How to display times in days in a project?
      • How do I create custom fields for projects, collaborators, or contacts?
      • How to receive personalized notifications?
      • What does "productivity", "capacity" or "billable time" mean?
      • How to create, manage and assign the roles of your collaborators?
      • Optimal customization of the style guide
      See more

      3. YOUR TEAM

      • How do I invite my collaborators?
      • How to name/create a new entity on OOTI?
      • A user has left the agency, what should you do?
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