For Admins | Getting Started

Getting started guide, workplace app requirements, feature customization, and more!

Haley Clarke avatar Cassi M avatar Alison Parker avatar
31 articles in this collection
Written by Haley Clarke, Cassi M, and Alison Parker
First Steps

Getting Started Checklist for Administrators

As an admin, learn what needs to be done to get your Optix account configured and ready for users
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

Navigating the Admin Dashboard

As an admin, use this quick guide to help you find your way around your admin dashboard
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Written by Alison Parker
Updated over a week ago

What is the mobile app experience like for my users?

As an admin, learn how end-users can book spaces and engage with your coworking community
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Written by Alison Parker
Updated over a week ago

How can I help my users learn how to use the mobile app?

As an admin, tap in to helpful resources to get your users onboarded to your new workplace app
Alison Parker avatar
Written by Alison Parker
Updated over a week ago

Can I filter my dashboard by location?

As an admin, learn how to filter your dashboard by a specific location and why it's useful
Haley Clarke avatar
Written by Haley Clarke
Updated over a week ago

Where can I get updates on the latest features, improvements, and bug fixes?

As an admin, learn how to view recent updates to the Optix platform
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Written by Haley Clarke
Updated over a week ago

How do I bulk import user information from a spreadsheet?

As an admin, learn how to migrate user information from your existing system to Optix
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Written by Alison Parker
Updated over a week ago

How do I bulk import users from Stripe?

As an admin, learn how to migrate user information from Stripe into Optix
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Written by Alison Parker
Updated over a week ago

How do I temporarily disable user notification emails in Optix?

As an admin, learn how to enable silent mode to prohibit user notifications from sending
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Written by Alison Parker
Updated over a week ago

What kinds of system generated emails get sent to my users?

As an admin, learn about the system generated emails Optix sends to your users
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Written by Alison Parker
Updated over a week ago

How do I set custom terms for my users?

As an admin, learn more about custom terms, and version management
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Written by Alison Parker
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