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