How to add team members to Optifi account?

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.

Note: If they don't have their own subscription, a trial account will start upon logging in. The trial can be allowed to expire, and they will still retain access to the shared team account.