Help CenterOcalt account

Add members to a business

Invite people by email so they can work in your business or group.

Open Ocalt account

Before you start

  • You own the business. Members work on Starter or higher.

Steps

  1. Go to business.ocalt.com. Under Your businesses and groups, click the business.
  2. On the Members tab, type the person's email in their@email.com and, if you like, their name in Their name (optional).
  3. Click Add member.
  4. The person sees the invitation on their own Dashboard at accounts.ocalt.com, under Invitations, and clicks Accept.
  5. Give them access next. See Choose what a member can do.

Good to know

  • Members sign in with their own Ocalt account. There is nothing new to issue to them.
  • A member on the Free plan is added once their Starter seat is paid. It is billed to you until you remove them.

Related articles

Choose what a member can do Give a member roles in each app, and limit them to chosen mailboxes, databases or machines. Ocalt account Switch between personal and business Work as yourself or as one of your businesses, from any Ocalt app. Ocalt account

Still stuck?

Tell us which step stopped you and what you saw on screen. We answer from Support.