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How do I update the status of a user in Optix?
How do I update the status of a user in Optix?

As an admin, learn how to change the status of users in your dashboard

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

If you need to change the status of users you can easily do so from the admin dashboard.

  1. Click on Users from the left-hand menu and select All Users

  2. Search for the User

  3. Click the three-dot menu on the right-hand side and select Change status

  4. Update the status

  5. Click Change Status

Users with a status of 'inactive' will no longer count towards your active user count, starting in the next billing period. You can filter users by status to quickly see a list of 'inactive' users.

Note: An 'inactive' user will automatically be set back to 'active' if they log into the mobile app to make a booking.

As is the case when removing a user, before you're able to deactivate a user in your Optix account, you must first remove any plans from the user's account (learn how to do that by clicking here). When you're ready to deactivate the users:

  1. Click Users from the left-hand menu

  2. Locate the users you'd like to remove and select the checkboxes next to their names

  3. Select Change status from the menu that appears at the bottom of the screen

  4. Click Select a status to open the dropdown menu, then select the new status for the user

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