How do I add team members to my account?

You can invite an unlimited number of team members to your OtterlyAI account on any plan. Each team member is assigned a role (Admin, Member, or Viewer) that controls their level of access.

1. Steps to invite a team member

1. Go to Team Management in the left navigation sidebar
2. Click Invite Team Member
3. Enter the team member's email address
4. Select their role: Admin, Member, or Viewer
5. Select the workspaces they should have access to (if you have multiple workspaces)
6. Click Send Invitation

The team member will receive an email invitation. Once they accept and sign in, they'll appear in your Team Management list as an active member.

⚠️ Common issue: "User is a part of another team" error

If you receive an error when inviting a team member, their email address is likely already registered to a separate OtterlyAI account, most commonly because they signed up for their own free trial before being invited.

How to resolve this: Contact support@otterly.ai and ask them to delete the standalone account associated with that email. Once deleted, you can re-send the invitation successfully.