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 is very similar to adding an individual user.
- Click Users in the left-hand menu
- Select the Teams tab
- Click Add team
- You will be prompted to give the team a name, designate a team admin, and add basic user details for the rest of the team members
Need more info on Users & Teams?