Team collaboration

Otnox is built for teams. Multiple people can work on the same project pipeline, assign responsibilities, and track each other's progress without meetings or status emails.

Assigning team members

Each project can be assigned to one or more team members:

1. Open the project detail panel
2. Click Assign and select team members from the dropdown
3. Assigned members receive notifications about changes to the project

Assignments show as avatars on the kanban board cards, so everyone can see at a glance who is working on what.

Team roles

Otnox has a role-based permission system:

Role	What they can do
Company Admin	Full access: manage team, billing, all projects
Manager	Create and manage projects, assign team members
User	Work on assigned projects, move stages, add notes
Viewer	Read-only access to projects and tenders

Roles are assigned when inviting team members and can be changed later by the Company Admin from Settings > Team.

Shared notes and activity

Every project has a notes section where team members can leave comments:

• Strategy observations
• Buyer intelligence
• Questions for the team
• Links to external documents

All changes to a project — stage moves, assignments, note additions — appear in the activity log with timestamps and author names.

tip

Use project notes to document your bid/no-bid rationale. This builds institutional knowledge over time and helps new team members understand your decision patterns.

Inviting new team members

Adding someone to your Otnox workspace is simple:

1. Go to Settings > Team
2. Click Invite member
3. Copy the invite link and share it
4. The person clicks the link, creates their account, and joins your workspace

There are no email invitations to wait for — the shareable link works immediately.