Skip to main content

Add a user to your team

Invite a colleague: choose their role, tick Operator if they work on the Workflow board, and Omono emails them a link to set a password.

Written by Chris Hearn

Add a colleague to your team. Only an Admin User can open Settings and add people to the team.

  1. Go to Settings → Team and click the + beside Team.

  2. Choose the User Role: Admin User for everything, including Settings; Standard User for every day-to-day function, without Settings; Internal Contact for someone who never signs in.

  3. Choose a Profile & Chart Colour for their avatar.

  4. Enter their First Name, Last Name, Email and contact details. Choose a Division if your organisation has divisions.

  5. To assign this person to dispatches on the Workflow board, tick Activated on the Operator row of the Functional Role table.

  6. For a Standard User, tick Allowed on Suppliers ▹ Update Bank Details to let them change supplier bank details.

  7. Click the tick.

The Add User form for a Standard User, showing the Suppliers ▹ Update Bank Details permission row.

The new user receives a Welcome to Omono! email with a link to set their password, valid for 30 days. An Internal Contact gets no email. There is no resend button: if the link has expired, the user clicks Help, I forgot! on the sign-in page instead.

The form will not save without a First Name, a Last Name and a valid Email. If the form closes but the user is not listed, the email address already belongs to another Omono account, the first or last name is "Omono", or a name, telephone number or job title is longer than 50 characters. Correct it and add the user again.

For editing and archiving users and two-factor authentication, see Team, users and roles.

Related articles

Did this answer your question?