How to Add or Remove a User in Ottimate

Modified on Wed, May 28 at 3:19 PM

Permission to "Manage Users" is required to access Adding and Removing Users.

Add User

On the top right, click the down arrow to access Settings.

Once in Settings, click Manage Users on the left. Sort & filter users with the search headings.

To create a new user, click Add User on the right.

Fill out their First Name, Last Name, Email, and select a Role from the dropdown. After selecting the Role, you will see a list of the granted permissions.

You will also need to select their location(s). You can select a single location, multiple locations, or all locations.

Click Save when finished. They will receive a welcome email with a login link.

Note: If the user does not receive the welcome email, you can Resend Invite from the Users page.

Remove User

To delete a user, click the three dots next to their information. Click Remove User Access. A pop up will ask you to confirm. Please note, if you are an administrator and do not see this option, you can reach out to Support to assist.

Edit User

To edit a user, click anywhere on their information to open their profile. You are able to edit their name, role, and/or location. You are not able to edit their email address. Click Save when finished or Discard to cancel editing.

Additional Info

For further assistance, contact Ottimate Support by emailing support@ottimate.com or clicking here.