Creating and Managing Users

To set up Groups, go to the main dashboard and choose “Manage Account +Users”

You will be taken to a screen that allows you to create users, groups and roles.  Parameters, data permissions and manage any client apps are not available to Optimize only clients.

Click on “+Invite Users” This will take you to the following screen:

You can then copy and paste a list of users, separating their email addresses by the use of a comma. You can of course, add individual users as and when required. This is useful if you have people in different groups and with different roles.

NOTE: If you bulk add email addresses, all of the users invited will need to belong to the same group and have the same roles.

Once you have added the email addresses you need to choose the group  and then select the roles .

You will then need to “Send Invite”.

The user will receive a welcome email with their temporary password and once they sign in you will see them within your user list.