For Admins | Getting Started

Quick Guide to Getting Started

As an admin, learn how to navigate the Getting Started section of the Help Center

Written by Sarah L.
Updated over a week ago

How to use the Optix Help Center

As an admin, learn how to best utilize our Help Center to support you

Written by Sarah L.
Updated over a week ago

First Steps

Getting Started Checklist

As an admin, learn what needs to be done to get your Optix account set up and ready for users

Written by Sarah L.
Updated yesterday

Navigating the Admin Dashboard

As an admin, use this quick guide to help you find your way around your admin dashboard

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
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

Written by Sarah L.
Updated over a week ago

Account Management

How do I change or reset my password?

As an admin, learn what to do if you forgot your password or simply need to change it

Written by Sarah L.
Updated over a week ago

How do I pay for Optix?

As a admin, learn what payment methods are accepted for your Optix subscription

Written by Sarah L.
Updated over a week ago

How do I view my Optix subscription invoices and manage my account?

As an admin, learn how to view and download your Optix invoices, update payment information and see a preview of your upcoming charges

Written by Sarah L.
Updated over a week ago

How do I upgrade my Optix subscription from a monthly to an annual plan?

As an admin, learn how to upgrade your Optix subscription from a monthly to an annual plan

Written by Kelly Yoon
Updated over a week ago

How do I manage my Optix account?

As an admin, learn how to make changes to your profile settings in Optix

Written by Sarah L.
Updated over a week ago

How do I set up a network model?

As an admin, learn how to ensure a seamless transition to a network model

Written by Sarah L.
Updated over a week ago

How do I log in & out of Optix?

As an admin, learn how to access your dashboard

Written by Sarah L.
Updated over a week ago

Contacting Optix Support

How do I contact Optix Support?

As an admin, learn how to get in touch with the Optix support team

Written by Sarah L.
Updated over a week ago

Why isn't there a support phone number I can call for help?

As an admin, learn how chat and email based support allows us to serve you most efficiently

Written by Sarah L.
Updated over a week ago

How can I report issues or bugs that I find within the dashboard and mobile app?

As an admin, learn how to report issues or bugs to Optix Support and tips to help ensure a timely resolution

Written by Sarah L.
Updated over a week ago

White-Labeled Apps

What is a white-labeled app?

As an admin, learn more about what a white-label app entails

Written by Sarah L.
Updated over a week ago

What would a white-label app look like for my business?

As an admin, learn more about white-labeling and the features included

Written by Sarah L.
Updated over a week ago

How do I set up my app for white-labeling?

As an admin, learn about the process for getting set up with a white-labeled app for your workspace

Written by Sarah L.
Updated over a week ago

How do I accept the latest Apple Developer Program License Agreement?

As an admin, learn how to accept the Apple Developer Program License Agreement to allow updates to your white-label app in the App Store

Written by Cassi M
Updated over a week ago

How do I renew my Apple Developer Account?

As an admin, learn how to renew your Apple Developer Account to keep your white-label app accessible in the App Store

Written by Cassi M
Updated over a week ago

How do I renew my Apple iOS Certificates?

As an admin, learn about Apple's email notices, including iOS Distribution Certificates

Written by Cassi M
Updated over a week ago

Cancellation/Deletion of Data

How do I cancel my Optix account?

As an admin, learn how to discontinue your Optix subscription and understand the terms of the Optix cancelation policy

Written by Sarah L.
Updated over a week ago

How do I delete all of the data from my Optix account?

As an admin, learn how to delete all data from Optix

Written by Sarah L.
Updated over a week ago

How Optix complies with GDPR

As an admin, learn more about how Optix complies with GDPR

Written by Sarah L.
Updated over a week ago