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: Only the 'Owner' admin(s) will have permissions to add, edit, or remove other administrators in your dashboard. |
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). More on that here.
The permissions associated with each admin type can be found under Settings > Admins
Adding admins
Click Settings from the left-hand menu
Scroll down to the Administration sections and click Admins
Click Add Admin from the top right corner
Type in the email address of the admin, select their admin role, and click Save. They will receive an email notification.
Set a primary admin for each location using the Primary Contact field at Settings > Organization > Locations > [Location Name] > Contact info. This person will appear under Contact Admin in the mobile app. To have the whole team listed instead, choose your entire team as the contact.
Need more info on Settings?