Overview

Otto allows you to create multiple user accounts with different permission levels. This enables you to control who has access to your organization's data and what actions they can perform.

Adding a New User

Steps to Add a User:

1. Navigate to Users:
   • From the main navigation, click on “Users”
2. Create New User:
   • Click the “Create User” button
3. Enter User Information:
   • Email Address: Enter the user's email address (required)
   • First Name: Enter the user's first name (required)
   • Last Name: Enter the user's last name (required)
4. Assign Permissions:
   • Select the appropriate permission level for the user
   • Learn more about User Roles and Permissions

   Note: Organization Admins have visibility to all clients. All other roles must have clients assigned after account creation.

5. Submit: Click Submit to send the invitation to the new user

Managing Existing Users

Editing User Permissions:

1. Navigate to Users:
   • Go to the Users page from the main navigation
2. Select User:
   • Click the update icon on the user you want to modify
3. Update Permissions:
   • Change the user's role
   • Assign and modify client access
4. Submit: Click Update to save the changes

Removing Users:

1. Navigate to Users:
   • Go to the Users page
2. Select User:
   • Click the update icon on the user you want to remove
3. Delete User:
   • Click the Delete button