For Admins | Users & Teams

Learn how to provide people access to your workspace by creating users and teams

Haley Clarke avatar Alison Parker avatar
33 articles in this collection
Written by Haley Clarke and Alison Parker
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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

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
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Written by Alison Parker
Updated this week

How do I create a note about a user?

As an admin, learn how to add a private note to a user's account
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Written by Alison Parker
Updated this week

How do I export my user information data?

As an admin, learn how to download your user information from Optix
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Written by Alison Parker
Updated this week