OttoMatey users can hold one of two roles within the system: Admin or Member. Each role comes with distinct permissions and responsibilities.
Admin
Admins have comprehensive control over the workspace, including:
Access to all connected LinkedIn Accounts.
The ability to add and remove members.
Authority to revoke admin privileges from other admins.
Control over members' access to specific LinkedIn Accounts.
The ability to modify workspace settings (e.g., profile deduplication, email verification).
Access to the admin panel if part of a master-space.
Member
Members have more limited permissions, including:
Restricted access to only the LinkedIn Accounts they are allowed to interact with.
Admin panel access if designated as a master-user.
Reviewing Account Access and User Permissions
As an Admin, you can oversee all connected LinkedIn Accounts in your OttoMatey plan. To manage roles and permissions:
Navigate to your home dashboard.
Click the arrow next to your name to open a dropdown menu.
Select Workspace Settings.
Managing Member Access
Within Workspace Settings, go to Members to:
View all accounts linked to your Workspace.
Check each member's corresponding access levels.
As an admin, you also have the capability to add new admins, remove admin privileges from others, delete other members' accounts, and view detailed user information. To access these options, click the three-dot button next to a member’s account.
By selecting the Manage option, you will find three tabs: User Info, LinkedIn Accounts, and Permissions. User Info displays basic details such as the member's name, email address, and their assigned role within the system.
In the LinkedIn Accounts tab, if the user has a Member role, you (as an Admin) can control which LinkedIn accounts they can access. Simply check the accounts you want them to use and click Save. Keep in mind that Admins automatically have access to all connected LinkedIn accounts.
Under the Permissions tab, you can assign the user's role within the system and define which tabs a Member can access. You can easily toggle these options to fit your preferences. To finalize any changes, click Save.
Admins have full access to all tabs by default.
Granting or Revoking Access
Admins (including workspace or White Label admins) can grant or revoke access for Members as needed.
Understanding and managing roles in OttoMatey ensures your workspace remains secure and efficient. Admins maintain full control over LinkedIn Accounts and user permissions, while Members have focused, role-based access. Proper role management is crucial for maintaining an organized and productive workflow.
If you have any questions or encounter issues, don’t hesitate to contact our Customer Support team. We’re here to help!