✅ Invite your collaborators to OOTI beforehand.
🔓 Required Permissions
Team: View team members
Project: View project members, manage project members
Reading time | 2min |
Setup length | 2min |
Steps | 2 |
I/ From the project
When you create a project, you can already add one or more collaborators.
On a daily basis, add your collaborators in the project from Settings > Members then click on the drop-down menu.
Select collaborators.
it's done ! 🎉
II/ From the settings
In order not to scan all your projects one by one, you can assign deals from the account settings. Click Settings (icon) > Users > Users.
You will see the list of all collaborators.
Click on the numbered dot in the "Projects" column.
You will see a form with 2 columns:
- left: all business (projects and opportunities) of the agency
- right: all the deals of which the user is a member.
For the collaborator to be a member of the cases, they must therefore appear in the right column. Click Add All to give the collaborator access to all deals.
To give access to only a few cases, click on the cells to choose them then Add the selection.
It's done, you know how to add members to your business. 🎉
💡 The method is the same for both projects and opportunities.