How do I invite my collaborators?

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

🔓 Permissions required

super admin

Reading time 5min
Setup length 2min per collaborateur
Steps 1

Summary

I/ From settings

II/ From employee files

 

⚠️ It is essential that the super admin invites his collaborators from his OOTI account. If they try to create their account themselves, they will not be linked to the agency's account.

 

I/ From settings

Click on your first name at the top right > collaborators, then on + collaborator.

settings

Fill in the information:

  • First and last name
  • Email
  • Team (in the case of several entities)
  • Team permissions
  • Project permissions
  • Assigned projects
  • Super admin or not

Click Send Invitation. Your collaborator will receive the invitation link in his mailbox.

 

II/ From employee files

Go to Collaborators > collaborator > do + collaborator

collaborators

Fill in the information on his file and save.

collaborators details

Once the card has been created, click on it, and click on Send the invitation by email. Your collaborator will receive the invitation link in his mailbox.




There you go 🎉 you have invited your collaborators on OOTI.