Optix

As a user, learn how to enable automatic app updates to ensure you always have the most recent version of the workplace app

How do I set up the app to automatically update?

As a user, learn how to control what email notifications you receive from Optix

How do I update my email notification settings?

As a user, learn how to control the notifications you receive in iOS or Android

How do I update my push notifications settings?

As a user, learn who to contact to change the email associated with your account

How do I change the email address associated with my account?

As a user, learn how to reset your password on Android or iOS

How do I reset my password?

As a user, learn how to update your account password

How do I change my password?

As a user, learn how to request the deletion of your user data from the Optix database

How do I request that my user data be deleted?

As a user, learn how to request an export of your user data housed in the Optix database

How do I request an export of my user data?

As a user, learn how to enable background app refresh, and understand when you might need to do this

How do I enable background App Refresh?

Learn how you can save your Gmail or SMTP account to send Automation emails from your personal account.

How do I connect my personal email to my Optix account?

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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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