Optix

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?

Sarah L.

Creating Users & Teams

Create a custom design with text, images, and links

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