- First, sync your Kisi account to Optix
- Once your accounts are linked, login to your optixapp.com subdomain
- Select Plans from the left-hand menu
- Locate the plan you would like to link to a Kisi Group and click View/Edit
- At the bottom of the plan, you will see the option to connect a Kisi Group. Select the Kisi Group you'd like to link to this particular plan
- When you're satisfied, click Save. All Optix users who are assigned the plan will automatically be added to the Kisi group
Note: When you cancel an Optix user's plan, they will also be removed from the Kisi Group automatically. If you set an end date for a user's plan, they will be removed from the Kisi group automatically as soon as their plan expires.