In this article, we will discuss the recommended setup-strategy for Optix Users. Each step is designed to help you get completely set up while ensuring you have a great understanding of the tools available to improve your data reporting. Align your Team around the right Metrics to track. The first […]
Overview: Agency Onboarding
We offer a large range of integrations, KPIs, and templates to help your agency quickly adapt to Optix. In this article, we’ll outline the recommended setup strategy for Agencies using Optix for their Client reporting. Each step is used to help you, your organization, and your customers understand your available toolset […]
How To Remove An Integration From An Account
Have you extracted all the information from your data that you can? Finished with the Storyboard for this integration? Removing and integration is just as easy as adding one! Before removing an integration, it is important that the integration is clear from all of your storyboards. If you are using […]
How Does Optix Handle Data / Account Security?
At Optix, we take your data security very seriously. Many of our clients fear that their competitive information could fall into the wrong hands, and we totally understand that. Here’s how we deal with the security of your account and information. Encrypted URLs Optix uses heavily encrypted URLs to provide a high […]
What To Know About The Optix Security Settings
Do you want to know what exactly are the two sections in the Security Settings of your account? You’re at the right place! Access Log The first section in the Security Settings shows the activities that occurred in your account. When you activate this setting, you can monitor every access […]
How To Create A Client Account
In order to share your account with your clients, Optix offers two different options: Create one account and share the storyboards’ URLs with your clients so that they can only access their storyboards. See below to learn more on how to share dashboards. Become a Optix Partner and create different accounts for each of […]
How To Add / Invite Users To Your Team
Optix offers many features that one person can benefit from alone. So it just goes without saying that the more people that are involved, the more benefits! How to Add / Invite Your Team Start at the initial screen after login and navigate to the vertical tool bar on […]
How To Change Your Profile Preferences
Having a customizable profile for your organization is very useful to distinguish one another and keep up-to-date on various notification like billing! Start at the initial login page. In the upper right corner, you should see an icon that looks like the silhouette of a person with a drop down […]
How To Access Your Plan & Billing Information
You can access your plan and billing information at any time through your Optix account. You’re able to change your plan, billing information, and phone number at your convenience. How to Access and Change your Billing information Start at the initial screen after login and navigate to the vertical tool […]
How To Change Your Service Plan At Any Time
Start at the initial screen after login and navigate to the vertical tool bar on the left of the screen. Click on the first option, “Admin.” The window will change with more option in the main content section. A horizontal tool bar should appear. Choose “Plans & billing.” You will […]
