How to invite your team

Send each person an invitation with the position they will hold.

Updated 2026-10-14

Owners and admins can invite people. Each person gets their own sign-in, and their position decides what they see and may do.

1. Open Team from the menu.
2. Under Add a team member, type their email address.
3. Pick their position, then press Invite.

Otto emails the invitation. Beside each one the page says how it went. If it says not emailed, copy its link, copy the link and send it to the person yourself.

Positions

Make your own positions on the Team page: name each one and switch on what it sees and may do, including whether it sees prices and money. See Positions and who sees what.

Someone leaves

Deactivate them on the Team page. Their sign-in stops working and their history stays.