OptiSigns streamlines team setup, user invites, and security. Dedicated workspaces ensure resource separation. Account owners access all teams; Super Admins manage global administration. This guide provides clear instructions for Teams and security.
Quick start:
- Teams: You can organize our account by Teams.
- Each team can have multiple members, and their screens, files, assets, etc. Other teams cannot see another team's data.
- Admins can allocate # of screen quota to each team.
- Team members:
- Admins can invite users to be members of teams. Team members can work on the team's screen, files, assets, etc.
- One user can belong to more than 1 team and can switch around to manage screens of the teams they are assigned to.
- Security level: there are 2 security levels
- Admin: can add, and remove users to teams
- User: can work on the team's screens, files, assets, etc. but cannot see subscription, or billing information.
Next, we will guide you through details of how to:
- Create/Edit a team, assign quota, and limits to the team
- Invite members to teams
- Set/change member's security level
- Remove a member from a team
- Delete a user
- Switch between teams, if the user belongs to more than 1 team
Create/Edit a team, assign quota, limit to the team:
Click on your name on the top right for drop-down menu, then click Account Members.
Then Click Add Team.
Give your team a Name, and allocate several screens you want the team to have.
It cannot exceed # of screen subscriptions you have available.
Then Click Add.
Notice the team is created.
You can edit the team at any time by clicking the ... menu and selecting Update Team.
There you can change the team's Name and # of screen allocations.
Invite members to teams
To invite members to teams, click Manage Members.
Then click Invite Member:
Enter your email address and information about the team member you want to invite and click Invite.
Your team member will get an email with a link to sign up.
Once signed up, they will have access to the team immediately.
Notice the team name when the user logs on.
If users belong to more than 1 team, they can drop down and select to switch and manage screens of another team.
Set/change member's security level
To change a member's security level/role, just click on the ... next to the member's name, and select change role.
Remove a member from a team
Removing a team member will remove the member from the team, the person can still be a member of another team or can be invited to the team again. This is different than deleting the team member, which will remove the user from all teams and completely delete from the system.
To remove a member from a team click on the ... next to the team member, and select Remove Member.
Delete a user
Delete a user will remove the user from all teams and completely delete it from the system. This cannot be undone.
To delete a user, click on the ... button next to the user and select Delete User.
Switch between teams, for users belong to more than 1 team
If you belong to more than 1 team, you can switch between teams to manage screens for each team.
To do so, simply click on your name on the top right, then in the drop-down click the team name to expand and select the team you want to switch to.
If you have any additional questions, concerns, or feedback about OptiSigns, feel free to contact our support team at support@optisigns.com