How to invite teammates

Invite someone#

1. 1

   Step 1: Open Settings → Team.

2. 2

   Step 2: Choose Invite teammate.

3. 3

   Step 3: Enter their Full name and work email, and pick a role.

   New teammates start as Team member. Use the email they used in your previous tools, so their notes and emails are credited to them.

4. 4

   Step 4: Choose Invite.

   OpenATS shows a Temporary password, once. Share it securely: they sign in with it, then change it in Settings → Account.

OpenATS also emails them: “{Your name} invited you to {Workspace} on OpenATS”, with their access and a Sign in to OpenATS button. The email never contains the password, and replying to it reaches you. Where Continue with Google is available, the email says they can use it instead of a password.

Change someone’s role#

In Settings → Team, pick a new role from the menu on their row. It takes effect on their next click. You can’t change your own role, and only the super admin can change a super admin’s.

Remove someone#

Choose Archive account on their row. They can no longer sign in, and everything they did stays in OpenATS, credited to them. Archived people are listed under Archived accounts, where Restore account brings them back as they were. Inviting an archived person’s email again also restores the account, but starts their sign-in over: a new temporary password, two-step verification off, and any old sessions ended. That’s how to let back in someone who lost their phone and their recovery codes.

Delete removes an account for good, but only one with nothing attached to it, such as a mistaken invite. For anyone else it explains that the account can’t be deleted and offers Archive account instead. You can’t archive or delete yourself.