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 “+” This will take you to the following screen:
Add the First Name , Last Name and Email Address
Then select the roles from the drop-down lists –
Note: You will need to create roles prior to adding users
You will then need to “Save” .
The user will receive a welcome email with their temporary password and once they sign in you will see them within your user list.
Watch the Video Adding Users and Roles