Le support OOTI

ACCOUNT SETUP

Because security is a top priority for us, we allow you to enable two-factor authentication on the platform. Discover the steps to set it up:

How do I activate double authentication when connecting to the platform ?

Your first connection and the creation of your account in a few clicks.

Create an account on the platform

You created your profile with an email address that is no longer valid? Here’s how to update your login email on the platform.

How do I change my login email address?

Been testing things out in your demo account and ready to go live? Here’s everything you need to know to switch to your real account without losing a step.

Switching from demo mode to your live account: Everything you need to know

If you want to create an account, subscribe and activate your account, follow the steps below.

How to create an account, choose a subscription and activate the account?

You wish to cancel your subscription ? Here are the steps.

How to cancel Stripe subscription ?

1. OOTI CONNECTION

Time tracking and fee calculation by time default to hours. Activate the module so that everything is translated into days.

How to display times in days in a project?

A productivity indicator appears in the time summary and "is billable" is displayed next to time types. What is it ?

What does  "capacity", "productivity"or "billable time" mean?

Receive by email a summary of the activities of your choice: time, leave, invoicing.

How to receive personalized notifications?

Several entities and therefore several style guide for your documents.

How do I create a style guide specific to each of my entities?

Discover all the possibilities to create your style guide on the platform — complete guide 2025

Optimal customization of the style guide

Manage the business roles of each of your collaborators (architect, graphic designer, etc.)

How to create, manage and assign the roles of your collaborators?

Add new fields on forms. Personalize, give more details and information about your projects, collaborators and contacts

How do I create custom fields for projects, collaborators, or contacts?

2. CUSTOMIZATION

Give access to the platform to your collaborators so that they consult their projects, enter their times or more, depending on the permissions

How do I invite my collaborators?

A person was using the plaform but has left the agency. Revoke their access, set an end date for their contract, and archive their profile.

A user has left the agency, what should you do?

Do you have several agencies within your company with specific or joint projects? Is each entity independent or is re-invoicing to be done?

How to name/create a new entity on the platform ?

Automatically assign collaborators when a new project is created

Set default collaborators on new projects

3. YOUR TEAM

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

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