Administrators (known within Optix as 'admins') help you manage your organization's Optix account. As the Owner of your organization's Optix account, you have the ability to manage all admins. You can add as many additional admins as you'd like.

Note: Keep in mind that only the one admin assigned the role of 'Owner' will have permissions to edit or remove admins.

Understanding the different admin roles

When you add additional admins to your account to help you manage your organization, you'll be able to designate their admin role. Each admin level has different types of admin access, going from Owner (most access) to Reception (least access). 

The permissions associated with each admin type can be found under Settings > Admins

Adding admins

  1. Click Settings from the left-hand menu, then click Admins
  2. Click Add admin
  3. Type in the email address of the admin, select their admin role, and click Save. They will receive an email notification.

Editing or removing venue admins

  1. Click Settings from the left-hand menu, then click Admins
  2. Hover over the admin you would like to remove, then click Edit 
  3. Specify the new role for the particular admin or click Delete Admin

You can designate the primary admin for each location using the Primary Contact field under Settings > Locations > [Location Name]

Make sure you and your fellow administrators are clear on...

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The difference between individual and shared usage team plans
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How to manually amend an invoice and manage refunds

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