How to Invite Members to a Workspace in OttoKit

Want to collaborate with your team in OttoKit? Whether you’re building workflows together or managing automation tasks, inviting members to your workspace is the first step. With just a few clicks, you can bring teammates on board and start working smarter together.

Collaborating with your team is easy in OttoKit. Follow the steps below to invite a new member to your workspace:

Steps to Invite a Member

• Click on Your Profile Name
  Navigate to the top-right corner of the OttoKit dashboard and click on your profile name.

• Select Manage Workspace.
  From the dropdown menu, choose Manage Workspace. This will open your workspace settings.

• Click Invite Member.
  In the workspace settings, click the Invite Member button. Enter the email address of the person you want to invite, then send the invitation.

• Enter the email address
  Add the member’s email address and select their role. Two roles can be selected:
  Owner: This role is essential if you are an agency or you are helping a client build their workflows. You can assign the client this role when handing off. This allows them to delete workflows and make important changes in the workspace.
  Member: As a member, a user invited with this role can make changes to workflows but cannot delete or edit workspace settings.

What Happens Next?

• The invited user will receive an email invitation to join your workspace.
• Once accepted, they’ll be able to access the workspace based on the role/permissions assigned.