Overview
This article explains how to invite a team member to your Ottili ONE company — from sending the invitation and choosing a role to the invitee accepting it. Team invitations are a core Ottili ONE feature and are available immediately in active companies (Live*).
Who can invite
Only Owners* and Admins* can invite team members and change roles. This is defined in [Roles and permissions](/docs/roles-and-permissions). To invite someone, you need one of those two roles in the target company.
Invite a team member
To invite a person to your company:
1. Open Settings → Team* in the Ottili ONE console.
2. Click Invite Member*.
3. Enter the person's email address*.
4. Select the role* the new member should receive.
5. Click Send Invitation*.
The invited person receives an email with a personalized invitation link. Through that link they can accept the invitation and — if they do not yet have an Ottili ONE account — create one that is attached directly to your company.
Choose a role
When inviting, you assign one of the five Ottili ONE company roles. The role determines what the member can see and do:
- Owner* — full control over the company (billing, modules, settings, team). The Owner is typically the company creator and is not granted through an invitation.
- Admin* — invites teammates, manages access, modules, settings, and approvals.
- Manager* — manages CRM, inventory, and automation workflows without changing company-wide settings.
- Employee* — works inside company modules without changing company-wide settings.
- Viewer* — read-only access to company data and modules.
Pick the role that matches the person's responsibilities. Roles can be changed later from Settings → Team* (requires Owner or Admin).
Invitation status
Every invitation moves through a clear lifecycle:
- Pending* — the invitation was sent but not yet accepted.
- Accepted* — the person used the link and joined the company.
- Expired* — invitation links are time-limited and expire after 7 days*.
If an invitation expires or the email was not delivered, you can resend it at any time from Settings → Team*. A new invitation replaces the old one and restarts the 7-day window.
Accept an invitation
For the invited person, accepting works like this:
1. They receive the invitation email and click the link.
2. If they have no account yet, they are guided to sign up; existing accounts are signed in directly.
3. After accepting, the member is active in the company and can work according to their role.
Feature status
Team invitations are a Live* feature (generally available) and part of the Ottili ONE core platform. There are no beta or in-development restrictions on this flow.
Troubleshooting
Invitation not received
- Check that the email address was entered correctly.
- Ask the person to check their spam or junk folder.
- Resend the invitation from Settings → Team*.
Invitation expired
- Invitations expire after 7 days.
- Send a new invitation to restart the process.
Wrong role assigned
- Change the role at any time from Settings → Team* (requires Owner or Admin).
Related topics
- [Company and team](/docs/company-and-team) — team management and company switching at a glance
- [Roles and permissions](/docs/roles-and-permissions) — detailed permission system
- [Create your first company](/docs/create-your-first-company) — set up your company profile
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