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For Admins | Users & Teams
For Admins | Users & Teams
Learn how to provide people access to your workspace by creating users and teams
33 articles in this collection
Written by
Haley Clarke
and
Alison Parker
Quick Guide to Users & Teams
As an admin, learn how to navigate the Users & Teams section of the Optix dashboard
Written by
Alison Parker
Updated over a week ago
About Users & Teams
What is the definition of an 'active' user?
As an admin, learn what it means for a user to be ‘active’ in your organization
Written by
Alison Parker
Updated over a week ago
How do users gain access to the app?
As an admin, learn the three different ways users can get started using your coworking space
Written by
Alison Parker
Updated over a week ago
What is a user's primary location?
As an admin, learn how primary locations work in Optix
Written by
Alison Parker
Updated over a week ago
What is a team?
As an admin, learn how teams work in Optix
Written by
Alison Parker
Updated over a week ago
Creating Users & Teams
How do I add a user into my Optix dashboard?
As an admin, learn how to add an individual user to your Optix dashboard
Written by
Alison Parker
Updated over a week ago
How do I bulk import users into Optix?
As an admin, learn the two ways you can bulk import user data into Optix
Written by
Alison Parker
Updated over a week ago
How do I allow users to register themselves?
As an admin, learn how to enable or disable the user self sign-up functionality in Optix
Written by
Alison Parker
Updated over a week ago
How do I set a primary location for a user?
As an admin, learn how to set or edit a primary location for a user
Written by
Haley Clarke
Updated over a week ago
How do I bulk set the primary location for my users?
As an admin, learn how to manually set the primary location for several users at once
Written by
Alison Parker
Updated over a week ago
How do I create teams in Optix?
As an admin, learn how to create a team and the benefits of doing so in Optix
Written by
Alison Parker
Updated over a week ago
Editing Users & Teams
How do I edit a user's information on their behalf?
As an admin, learn how to update user properties including name, email and any custom properties you have defined
Written by
Alison Parker
Updated over a week ago
How do I edit a user's primary location on their behalf?
As an admin, learn how to alter a user’s primary location
Written by
Alison Parker
Updated over a week ago
How do I bulk edit the primary location for my users?
As a admin, learn how to manually edit the primary location for several users at once
Written by
Alison Parker
Updated over a week ago
How do I edit a team?
As an admin, learn how to add or remove members from an existing team
Written by
Alison Parker
Updated over a week ago
Managing Users
How do I search, sort and filter my user list in Optix?
As an admin, learn how to refine your user list using search, sorting and filtering
Written by
Alison Parker
Updated over a week ago
How do I customize which profile fields my users can fill out?
As an admin, learn how to set which user information is required during sign-up and where the information is displayed
Written by
Alison Parker
Updated over a week ago
What types of discounts can I provide to my users in Optix?
As an admin, learn the different ways in which you can provide discounts to your users
Written by
Alison Parker
Updated over a week ago
How do I add a payment method on behalf of a user or team?
As an admin, learn how to add payment details for a user or team from within the admin dashboard
Written by
Alison Parker
Updated over a week ago
How do I move a payment method from a user to a team?
As an admin, learn how to move payment methods from an individual user to their team
Written by
Alison Parker
Updated over a week ago
How do I remove a payment method for a user?
As an admin, learn how to remove a payment method on behalf of a user
Written by
Alison Parker
Updated over a week ago
How do I check to see if a user has downloaded the mobile app?
As an admin, learn how to see which users have downloaded your mobile app
Written by
Alison Parker
Updated over a week ago
How do I send custom push notifications to my users?
As an admin, learn how to send customized push notifications to some or all of your users
Written by
Alison Parker
Updated over a week ago
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
Written by
Alison Parker
Updated over a week ago
How can I designate a non-user invoice contact to which invoices are automatically sent?
As an admin, learn how to include a non-user in a user or teams invoice plus, address details on invoices
Written by
Alison Parker
Updated over a week ago
How do I create a note about a user?
As an admin, learn how to add a private note to a user's account
Written by
Alison Parker
Updated over a week ago
How do I export my user information data?
As an admin, learn how to download your user information from Optix
Written by
Alison Parker
Updated over a week ago
Managing Teams
What is the role of a team admin?
As an admin, learn of the responsibilities of a team's admin
Written by
Alison Parker
Updated over a week ago
What's the difference between 'Shared usage' and 'Individual usage' in team plans?
As an admin, learn about the two pricing options for assigning team plans, and how allowance is shared in each scenario
Written by
Alison Parker
Updated over a week ago
How do I change a team admin?
As an admin, learn how to designate a team admin on behalf of your users
Written by
Alison Parker
Updated over a week ago
How do I disable the 'team' feature?
As an admin, learn how to remove the ‘team’ feature in your organization
Written by
Alison Parker
Updated over a week ago
Removing Users & Teams
How do I remove users from my organization?
As an admin, learn how to delete users from your dashboard and organization
Written by
Alison Parker
Updated over a week ago
How do I remove a team from my organization?
As an admin, learn how to delete a team from your dashboard
Written by
Alison Parker
Updated over a week ago