Adding Users

Users in Otesse fall into several account types, each with different access levels and purposes.

Account Types

Type	Description	Access
Staff	Full-time employees (admins, dispatchers, managers)	Dashboard access based on role
Contractor	Independent service providers	Limited dashboard, account page, schedule
VA	Virtual assistants handling calls and admin tasks	Dashboard access per VA Playbook
Customer	Service recipients	Customer portal only

Staff and Contractors are the primary team member types. The distinction is legal/payroll — operationally they have the same capabilities.

Inviting a Team Member

1. Navigate to Settings > Team
2. Click Invite Member
3. Fill in the invitation form:

• Email address — An invitation is sent to this address
• First name and Last name
• Account type — Staff, Contractor, or VA
• Role — Determines their permissions (see Roles & Permissions)
• Zones — Which service zones they can operate in

1. Click Send Invite

The invitee receives an email with a link to set up their account (set password, verify email, complete profile).

Invitation Status

Track invitation status in the Team list:

• Pending — Invitation sent, not yet accepted
• Accepted — User created their account
• Active — User is fully set up and operational
• Expired — Invitation link expired (resend from the team list)

Invitations expire after 7 days. You can resend expired invitations or revoke them entirely.

Bulk Invitations

For onboarding multiple team members:

1. Go to Settings > Team > Bulk Invite
2. Upload a CSV file with columns: email, firstName, lastName, accountType, role
3. Review the parsed list for errors
4. Click Send All Invitations

Deactivating Users

To remove access for a team member:

1. Find them in Settings > Team
2. Click their name to open their profile
3. Click Deactivate
4. Confirm the action

Deactivated users:

• Cannot log in
• Are removed from future schedules
• Retain their historical data (bookings, invoices)
• Can be reactivated later if needed

Deactivation is soft — the account is not deleted. Use this instead of deletion to preserve data integrity and audit trails.