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 teamĀ 
  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?

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