Optix

As an admin, learn how to alter the visibility and booking ability of a resource

How do I make a resource visible (or hidden) to my users?

As an admin, learn how to promote your Resources using QR codes

How can I promote my Resources using QR codes?

Learn how to restrict which Resources and Products Users can see and book in the app

How do I control which Resources and Products my Users can see and book in the app?

As an admin, learn how to restrict users from booking a resource using the 'Bookable by Administrators Only' feature

How do I make a resource 'Bookable by Administrators Only'?

As an admin, learn about the different ways to managing office assignments in Optix through Assignments and Plans

How do I manage private offices in Optix?

As an admin, learn how to apply discounts to standard Resource rates for your users via Plans

How do I price a Resource differently based on which Plan a user is on?

Sarah L.

Managing Resources

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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