How do I add a user into my Optix dashboard?

As an admin, learn how to add an individual user to your Optix dashboard

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

Users are any persons that join and use your app. Users will use your space to book resources, buy products, and communicate. Learn how to add your first user to your dashboard:

  1. Click Users from the left-hand menu

  2. Click the Add user button

  3. Click Add user/s and type in the email address, first name, and last name of the person you'd like to invite. Alternatively, you click Upload email list to upload a list of email addresses as a .txt file

  4. Click Invite to send out an invitation(s) via email. From the email, users will be able to click a link and be redirected to the app store to download your app. The new user invitation can be resent by clicking the more button (three vertical dots) next to a user, and then clicking Resend invitation

  5. If the user doesn’t already have an Optix account (e.g. they've never been a user on an Optix-powered organization), they will be prompted to provide some additional details the first time they log in to the app

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

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