Setup

Setting up your team

There are a few recommended steps before you start using Onthen. Add your branding Go to Settings > Branding to adjust your branding. This allows you to add a main brand color and a logo to...

Invite users to the team

To invite users, click your team name at the top left to open the menu, click Users, and then click Invite new user. Type the email address that you want to send the invite to. Note: Only...

Manage a user's role

You can either change a user's role, or promote them to team owner. Either way, to manage users, click your team name at the top left to open the menu, and click Users. Note: Only managers and...

Leaving a team

If you are part of a team that you'd like to leave, click your team name at the top left to open the menu, then click Leave team. After you've left, you'll still have an Onthen profile that you...

User roles explained

Here are the roles that you can assign to users: Viewer role Viewers are free in paid plans. A viewer has access to view the team's plans only. They cannot edit a plan, either using the plans...

Manage your subscription

To manage billing, click your team name at the top left to open the menu, and then click Subscription. Starting a paid plan Just click the Upgrade button on the Free plan panel to start...

Configuring notifications

To change the notifications that are enabled for your team, click Settings on the main menu, then select Notifications. You can enable the following notification types for your team: * Send...