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

Back to Optix

Contact us

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.