Optix

As an admin, learn how to navigate the Mobile App settings of the Optix dashboard

Quick Guide to Mobile App Settings

As an admin, learn how to place, edit, and rename the home buttons on your mobile app home screen.

How do I configure the home buttons on the mobile app?

As an admin, learn how to set either a list or map view as the default for your users

How do I specify a default location view in the mobile app?

As an admin, learn how to link directly to a webpage of your choice within the menu of your workplace app

How can I add custom links to my organization's app?

As an admin, learn how to customize your Optix app with your organization's logo

How do I change the logo that appears as my users log in to the app?

As an admin, learn how to add a link to your website within the app

How do I create a menu extension?

As an admin, learn how to edit or update your website linked in the app

How do I edit a menu extension I've created?

As an admin, learn how to remove your website link so as not to appear in app

How do I remove a menu extension I've created?

As an admin, greet your users when they open the app, and provide them with some wifi perks

How do I welcome new users to the app?

Sarah L.

Mobile apps Settings

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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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