get setup

Add a User

Let's add a new user to your OTMS account—whether it's a VA, team member, or someone helping you behind the scenes. We’ll walk you through how to choose the right user permissions, what roles mean, and how to keep your account secure while still letting others inside your system. This step is essential if you're growing or delegating—even just a little!

Watch the Training Video Below

Do It Now: Quick Steps

  1. Go to Settings in your OTMS dashboard.

  2. Click Team Management or My Staff.

  3. Select + Add User.

  4. Enter name + email.

  5. Choose their role (Admin or User).

  6. Adjust permissions as needed.

  7. Click Send Invite.

Pro Tip

Start small. Give access based on what someone actually needs to do inside OTMS. You can always expand their permissions later. This protects your business and keeps your systems lean as you scale.

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