How do I create teams in Optix?

As an admin, learn how to create a team and the benefits of doing so in Optix

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

Groups of individual users that belong to the same company or organization can be grouped together in to a team within Optix. Doing this will allow the team to have a single invoice for all of its members and will also allow you to assign plans, and any associated booking allowances, at the team level. More on that here.

Creating a new team

The process for adding a team to your organization (on behalf of your users) is very similar to adding an individual user.

  1. Click Users in the left-hand menu

  2. Select the Teams tab

  3. Click Add team 

  4. You will be prompted to enter the team's name, designate a team admin, and add basic user details for the rest of the team members

Need more info on Users, Teams & Check-ins?

Did this answer your question?