Set up your workspace

Sign in

Omne is in a private beta, so an address can only create an account if it has been invited. If yours has not, the sign-up page tells you that Omne is invite-only for now and asks you to contact the person who invited you. To ask for a place, use the contact form and say what you create or sell.

If your address is on the list:

1. Go to https://app.omne.so and choose Create one under the log-in form. The sign-up page is titled Create your Omne account.
2. Enter your First name, Last name and Work email.
3. Omne emails you a 6-digit code. Enter it. There is no password to set.
4. You can also use a Continue with button for a provider that is connected, and the button you used last time is marked Last used on later visits.

If the code does not arrive, choose Resend code once the countdown ends, or Use another email if you typed the wrong address.

Your first workspace

The first time you sign in with no workspace, Omne makes a personal one for you. It is named after you, and its address is built from your name, with a number added when someone else already has it. You land on its Home page, so there is nothing to fill in before you can look around.

Create another workspace

A workspace is one business: its content, accounts, people and files. Make a separate one for each business, or for each client if you work for others.

1. Open the workspace menu and choose New workspace.
2. Type a Workspace name. Omne suggests an Address from it, and tells you That address is taken. Try another. if someone else has it.
3. Choose Just me for your own content and accounts, or A team or agency if you will invite people and add a workspace for each client.
4. Create it. You become its owner and it opens on Home.

Rename it

Open Settings and go to Workspace to change the Workspace name. Only owners and admins can rename a workspace.

Invite people

1. Open Settings and choose Members, under the Workspace heading.
2. Type the person's email under Invite by email and choose Invite.
3. Omne shows an invite link. Choose Copy link and send it to them yourself, because Omne does not email invitations yet.

Each person you invite is an owner, an admin or a member. Only owners and admins can invite people, add and remove things in Discover, and see Analytics. Everyone else can use the rest of the workspace.

Connect your accounts

Connecting accounts is optional at the start. It is how Omne can read your numbers and work with your own accounts. Open Settings and go to Integrations under the Connections heading. Not every service in the list is proven with a real account yet. What is open today says what is ready.

Next

Getting started is a first session that uses each part once.