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For Admins | Getting Started
For Admins | Getting Started
Getting started guide, workplace app requirements, feature customization, and more!
31 articles in this collection
Written by
Haley Clarke,
Cassi M,
and
Alison Parker
Quick Guide to Getting Started
As an admin, learn how to navigate the Getting Started section of the Help Center
Written by
Alison Parker
Updated yesterday
How to use the Optix Help Center
As an admin, learn how to best utilize our Help Center to support you
Written by
Alison Parker
Updated yesterday
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
Written by
Alison Parker
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Haley Clarke
Updated yesterday
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
Haley Clarke
Updated yesterday
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
Alison Parker
Updated yesterday
How do I bulk import users from Stripe?
As an admin, learn how to migrate user information from Stripe into Optix
Written by
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
How do I set custom terms for my users?
As an admin, learn more about custom terms, and version management
Written by
Alison Parker
Updated yesterday
Account Management
How do I manage my Optix account?
As an admin, learn how to make changes to your profile settings in Optix
Written by
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
How do I pay for Optix?
As a admin, learn what payment methods are accepted for your Optix subscription
Written by
Alison Parker
Updated yesterday
How do I view my Optix subscription invoices and manage my account?
Learn how to view and download your Optix invoices, update payment information and see a preview of your upcoming charges
Written by
Alison Parker
Updated yesterday
How do I log in & out of Optix?
As an admin, learn how to access your dashboard
Written by
Alison Parker
Updated yesterday
How do I set up a network model?
As an admin, learn how to ensure a seamless transition to a network model
Written by
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
White-Labeled Apps
What is a white-labeled app?
As an admin, learn more about what a white-label app entails
Written by
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
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 yesterday
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 yesterday
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 yesterday
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
Alison Parker
Updated yesterday
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
Alison Parker
Updated yesterday
How Optix complies with GDPR
As an admin, learn more about how Optix complies with GDPR
Written by
Alison Parker
Updated yesterday