As the venue manager, you can control how new users are able to sign up for your space.
- Select Settings from the left-hand menu and then Features
- Click the more button (three dots) next to 'User onboarding & setup', then View settings
- Next to 'New users gain access to the app in the following way' choose how you want new members to be able to gain access to your organization. You can choose to allow self sign-up, allow new users to submit a request or restrict it so that all members must be invited by you or another admin. More details on these three options are included at the bottom of this article.
- Depending on which option you choose, you'll see a few different additional options to customize your onboarding requirements. For each of these toggles, click them to enable/disable. If requiring users to select a plan, they will be able to select from any that you have designated as 'Public Facing'.
When you have allowed users to register themselves, you will also be able to customize a web user sign-up form that can be embedded directly on to your website.
More info on your new member access options
Users must be invited: A venue admin will need to add the new user within the Optix dashboard before a user is granted access to the app. Users who try to access the app before this step will be unable to progress past the app's login page
Users can request access: Any user can download the app and enter their name and email address to request access to the app, sending an email to the venue admin that there's a new membership request. A venue admin will have to approve the request before the user can create an account
Users can register themselves: A user can download the app and onboard themselves, gaining access to the app without any actions on behalf of a venue admin