Access and basic settings
Your licence activation includes the link to your personal OTM start page. Bookmark it and contact support if you can no longer find your access details.
Review company settings in administration first. Agree on responsibilities within the team and change settings deliberately rather than adjusting unfamiliar options without a clear purpose.
Invite freelancers and resources
Resource administration lets you invite service providers by email. OTM provides their access and asks them to complete their details.
Incomplete registrations can be followed up in the candidates area. Also review the standard texts used for invitations and reminders.
Start with a manageable project
Choose a simple customer enquiry, create the project and prepare a quotation. This introduces the relationship between customer records, project management and commercial documents.
Then introduce the customer portal and enquiry form into your workflow. Context-sensitive help and support are available for specific operating questions.
Related reading
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- OTM Knowledge Base