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How to Add Multiple Users to Your Workspace

Updated over 2 months ago

If you need to give multiple users access to your OttoMatey workspace, follow these steps to provide each user with their own login credentials.


Step-by-Step Instructions

  1. Access Workspace Settings

    • Click the dropdown arrow in the top-left corner of your page (next to the bell icon).

    • Select Workspace Settings from the menu.

  2. Manage Member Access

    • In the Workspace Settings panel, click Members.

  3. Invite New Members

    • Click Invite Member and enter the email addresses of the individuals you want to invite.

  4. Configure Access Permissions

    • Under the Tabs section, set access permissions for each invitee.

    • Note: These permissions only apply when sending invites via email, not when using an invite code.

  5. Assign Roles

    • In the bottom-left corner, choose the user's role:

      • Member: Limited access.

      • Admin: Full access to manage the workspace.

  6. Alternative: Use an Invite Code

    • Generate an invite code and share it with the users.

  7. Join the Workspace: They can join your workspace by entering the code in the Invite Code field during the sign-up process.

By assigning individual login credentials and configuring permissions, you can maintain a secure and efficient workspace while providing tailored access to your team.

For more details on managing user roles and permissions, check out our article: Managing User Roles and Permissions.


If you have any questions or encounter issues, don’t hesitate to contact our Customer Support team. We’re here to help!

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