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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 10 months 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 and select the Teams tab

  2. Click Add team 

  3. You will be prompted to enter a team 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?

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