How to add team members to Optifi account?

Optifi account admins can add other team members to their account, assigning them as either admins or users.

• Log in to your Optifi account at app.optifi.com. In the top right corner, click on your email address to access the drop-down menu.

• Enter a name to describe the new team member (e.g., person's name, organization).
• Enter their email address.
• Select role
  • User: Can access all agents and actions.
  • Admin: Can access all agents and actions, and also manage other team members.
• Click "Add User" to save the settings.
• Note: They will not be notified automatically. Inform the new user that they can log in at app.optifi.com.

• Team members will be listed on this screen. You can edit their information or remove them from the team.

• Team members can confirm their access to the shared account by selecting the team from the dropdown menu after logging in.

• After selecting the desired team, members will have access to all account actions as if the shared account were their own, based on their role as Admin or User.