Optix

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

Quick Guide to Users, Teams & Check-ins

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

What is a lead?

Sarah L.

Kelly Yoon

Learn how to provide people access to your workspace by creating users and teams, and enabling check-ins

For Admins | Users, Teams & Check-ins

As an admin, learn what it means for a user to be ‘active’ in your organization

What is the definition of an 'active' user?

As an admin, learn the three different ways users can get started using your coworking space

How do users gain access to the app?

As an admin, learn how primary locations work in Optix

What is a user's primary location?

As an admin, learn how Teams work in Optix

What is a Team?

About Users & Teams

As an admin, learn how to add an individual user to your Optix dashboard

How do I add a user into my Optix dashboard?

As an admin, learn the two ways you can bulk import User data into Optix

How do I bulk import Users into Optix?

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

How do I configure my User onboarding journey?

As an admin, learn how to set or edit a primary location for a user

How do I set a primary location for a user?

As an admin, learn how to manually set the primary location for several users at once

How do I bulk set the primary location for my users?

As an admin, learn how to create a team and the benefits of doing so in Optix

How do I create teams in Optix?

Creating Users & Teams

As an admin, learn how to update user properties including name, email and any custom properties you have defined

How do I edit a user's information on their behalf?

As an admin, learn how to alter a user’s primary location

How do I edit a user's primary location on their behalf?

As a admin, learn how to manually edit the primary location for several users at once

How do I bulk edit the primary location for my users?

As an admin, learn how to add or remove members from an existing Team

How do I edit a Team?

Editing Users & Teams

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

How do I filter Users by their active Passes?

As an admin, learn how to refine your user list using search, sorting and filtering

How do I search, sort and filter my user list in Optix?

As an admin, learn how to set which user information is required during sign-up and where the information is displayed

How do I customize which profile fields my users can fill out?

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

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

As an admin, learn how to add payment details for a user or team from within the admin dashboard

How do I add a payment method on behalf of a user or team?

As an admin, learn how to move payment methods from an individual user to their team

How do I move a payment method from a user to a team?

As an admin, learn how to remove a payment method on behalf of a user

How do I remove a payment method for a user?

As an admin, learn how to see which users have downloaded your mobile app

How do I check to see if a user has downloaded the mobile app?

As an admin, learn how to send customized push notifications to some or all of your users

How do I send custom push notifications to my users?

As an admin, learn how to change the status of users in your dashboard

How do I update the status of a user in Optix?

As an admin, learn how to include a non-user in a user or teams invoice plus, address details on invoices

How can I designate a non-user invoice contact to which invoices are automatically sent?

As an admin, learn how to add a private note to a user's account

How do I create a note about a user?

As an admin, learn how to download your user information from Optix

How do I export my user information data?

Managing Users

As an admin, learn of the responsibilities of a team's admin

What is the role of a team admin?

As an admin, learn how to designate a team admin on behalf of your users

How do I change a team admin?

As an admin, learn how to remove the ‘team’ feature in your organization

How do I disable the 'team' feature?

Managing Teams

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

How do check-ins work in Optix?

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

How are presence and check-ins related?

About Check-ins

As an admin, learn how to delete users from your dashboard and organization

How do I remove users from my organization?

As an admin, learn how to delete a team from your dashboard

How do I remove a team from my organization?

Removing Users & Teams

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

How do I create a check-in?

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

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

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

How do I set a day rate?

Creating Check-ins

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

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

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