User management

Otto works great as part of a bigger team. You can invite as many of your team, or anyone else who needs to have visibility of what Otto has been doing to your practice, and manage their access.

Each user has a role assigned to them. The table below shows the permissions that are available for each role. These permissions apply to all clients that Otto has been assigned.

	Practice administrator	Client manager	Bookkeeper	View only
User
Manage users	✅	✅
Practice
Settings	✅
Billing	✅
Clients
Settings	✅	✅
Give feedback	✅	✅	✅
View	✅	✅	✅	✅

Tip

Client managers can only assign the client manager, bookkeeper, and view only roles to other users.

Inviting someone to your practice

1. Select the “Users” link at the top of the portal page
2. Click the “Invite” button
3. Enter the person’s name and email address, and choose their role

• Users without a portal account will receive an invitation to create one
• Anyone who already has a portal account will immediately gain access to your practice

Tip

A single user can have access to multiple practices in the portal, and the role they are assigned for each practice can be different.

Revoking access

You may need to revoke access if a member of staff leaves. Click the “Revoke access” option in the list of users and they will immediately lose access to your practice and clients in the portal.

Tip

Client managers cannot revoke access for a practice administrator.

Changing someone’s role

Roles can be changed by practice administrators and client managers. Click the “Change role” option for the user you wish to update.

Tip

Client managers cannot assign the practice administrator role.

Resending an invitation

You can resend the invitation for any users who have not yet set up their portal account.

Changing your plan

You can up- or downgrade your plan from the next billing cycle. You can also cancel, although we’d be sad to see you go and would love to have the chance to resolve any problems if you aren’t happy with Otto.

Fixed or overage billing

You can decide whether you want Otto to stop working when your included credits are used, or if you’d prefer him to carry on and be billed for the overage at the end of the month. See fixed or overage billing in settings for more details.

Related pages

• Fixed or overage billing - keep control of your With Otto spending