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Team & Permissions

The Team settings page lets the workspace Owner manage who has access to Omako and what they can do.

Go to Settings → Team.

Roles

Omako has four roles with different levels of access:

RoleWho it's forWhat they can do
OwnerThe workspace creatorFull access to everything, including billing, team management, and workspace deletion
AdminSenior team membersEverything except billing and workspace deletion
EditorTeam members who create and manage workCreate/edit proposals, projects, invoices, clients
ViewerStakeholders who need read accessView only — cannot create or edit anything

INFO

There can only be one Owner per workspace. Ownership cannot be transferred.

Inviting a Team Member

Click Invite member and enter their email address and role. Omako sends them an invitation email with a link to join.

The invited person will appear in the team list with a Pending badge until they accept the invitation. Pending invites can be revoked by clicking the delete icon.

Changing a Member's Role

Only the Owner can change roles. Click the role dropdown next to a team member's name and select a new role. The change takes effect immediately.

Removing a Member

Click the delete icon next to a member to remove them from the workspace. They immediately lose access. Any proposals, projects, or invoices they created remain in the workspace.

WARNING

Removing a member is immediate. Make sure they have wrapped up any in-progress work before removing them.

Your Own Entry

Your own account appears in the list with a You badge. You cannot delete yourself or change your own role.

Member List

The team list shows each member's:

  • Avatar and name
  • Email address
  • Role (with a dropdown for the Owner to change it)
  • Join date or pending status

Omako User Guide