For Admins | Users, Teams & Check-ins

Quick Guide to Users, Teams & Check-ins

As an admin, learn how to navigate the Users & Teams section of the Optix dashboard

Written by Sarah L.
Updated over a week ago

What is a lead?

As an admin, learn what a lead is and how they differ from an active user.

Written by Kelly Yoon
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 Sarah L.
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 Sarah L.
Updated over a week ago

What is a user's primary location?

As an admin, learn how primary locations work in Optix

Written by Sarah L.
Updated over a week ago

What is a Team?

As an admin, learn how Teams work in Optix

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

How do I configure my User onboarding journey?

As an admin, learn how to configure Users' sign-up processes

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

Managing Users

How do I filter Users by their active Passes?

As an admin, learn how to refine your User search by using the active Pass filter

Written by Kelly Yoon
Updated over a week ago

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 Sarah L.
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 Sarah L.
Updated over a week ago

What types of discounts can I provide to my Users in Optix?

As an admin, learn the three ways in which you can provide discounts to your Users

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

About Check-ins

How do check-ins work in Optix?

As an admin, learn all about the check-ins functionality in Optix, including how to set your location's day rate

Written by Sarah L.
Updated over a week ago

How are presence and check-ins related?

As an admin, understand the relationship between the presence detection and check-in functionality in Optix

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

Creating Check-ins

How do I create a check-in?

As an admin, learn how to set up check-ins for your organization

Written by Sarah L.
Updated over a week ago

How do I configure auto check-ins for my users?

As an admin, learn how to set up auto check-ins for your users

Written by Sarah L.
Updated over a week ago

How do I set a day rate?

As an admin, set the rate your users will pay to use your location for a single day

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

Managing Check-ins

Where can I see which users are present or checked in at my location today?

As an admin, learn how to view presence on any given day

Written by Sarah L.
Updated over a week ago

How do I view a user's historical check-in data?

As an admin, learn how to view details of a user’s presence in your organization

Written by Sarah L.
Updated over a week ago

Removing Check-ins

How do I cancel a check-in?

As an admin, learn how to cancel check-ins on behalf of a user

Written by Sarah L.
Updated over a week ago