That's a great question! Many agencies wonder why they should invite all their collaborators to OOTI. 🤔 Why not enter the hours for the rest of the team myself? Can't I share my credentials?
🔓 Permissions required
Team: member
Project: member
| Reading time | 5 min |
| Setup length | 5 min |
| Steps | 4 |
Summary
I/ What's the benefit of inviting all agency collaborators?
II/ Why can't I enter the hours myself for the rest of the team?
III/ Can't I share my credentials?
IV/ Advantages of Inviting My Collaborators
As you know, each license is paid on OOTI (license = when you invite a collaborator to use OOTI. If you just create their profile, it's not a license). This can represent a significant cost for some agencies, so it's important to optimize your expenses.
OOTI is a collaborative software, designed to include the entire agency. Not everyone will have the same usage or the same amount of information due to different permissions. However, each user will play a role in the proper functioning of the solution 👍
Let's start by answering your questions.
I/ What's the benefit of inviting all agency collaborators?
- Access to time entry for each employee
- Access to leave and rebillable expense report on projects
- Access to collaborative tools: tasks, notes, blog
- Different permissions for each agency role
- Delegate certain things to project managers
- Ability to manage the workload schedule by assigning employees to certain phases and projects according to their availability
II/ Why can't I enter the hours myself for the rest of the team?
There is a way to import hours on projects through excel manually by a user. This way allows to have hours counted on projects but adds a considerable workload for this person and does not guarantee the authenticity of the information.
III/ Can't I share my credentials?
We strongly advise against sharing your login information🙅♂️🙅♀️
Each account is unique to each user, and each user can have different permissions. For example, an architect will not see the same things on OOTI as an associate or administrative manager. Also, we cannot ensure the proper functioning of the software if multiple people enter information under the same credentials.
IV/ Advantages of Inviting My Collaborators
- Better overall visibility: each user's actions have an impact on revenue, budgets, billable hours, and forecasts.
- Optimization of administrative role: the person responsible for collecting hours and progress to invoice the rest of the team will have this information directly available.
- Empowering teams: getting your collaborators accustomed to the concept of time vs. budgets is a good way to empower them and teach them the importance of time spent on each phase and project.
- Responding to bids: having concrete figures to invoice for time spent during a competition or specific missions. This prevents diluting time expenses in the overall margin and provides precise visibility into time investments in your opportunities and projects.
If you are still not convinced, you can first take self-service licenses on the site and then contact us to make an order form for the whole agency!
Do not hesitate for more information! 😄