You must have Company admin role to Optimaze Portal to add new users and edit a user’s roles. You can request Company admin role from support@optimaze.net.
Roles in Optimaze Portal
Role | Description |
|---|---|
Company admin | Allows the user to view and edit the company's users and their permissions for all Optimaze Portal applications licensed to the company. May create new user accounts, add users to the company and remove users from the company. |
Panorama view | Allows the user to view Panorama reporting. |
Organization hierarchy admin | Allows the user to edit and manage organization hierarchy in Moment. |
Space management | Allows the user to edit building and floor plan data in Space and to request new floor plans. The user can edit the following space data in floor plans: space name, space label, space category, organization, building block. The user can edit capacity object types and add capacity objects to floor plans in Space. The user can edit real estate hierarchy in Moment. |
Add new users in Optimaze Portal
Log in to Optimaze Portal
Click 'Permissions' on the Home page
3. Click 'Edit…'
4. To add a new user, click ‘Add user…’ to add a new user and tick the boxes to define roles for the user
5. Fill in the form and click ‘Add user’
User category definitions:
Normal user: the user cannot make support requests to support@optimaze.net
Main user: the user has the right to make support requests to support@optimaze.net and will receive emails in case Optimaze is out of service
Assisting main user: the user has the right to make support requests to support@optimaze.net and will receive emails in case Optimaze is out of service
Click 'Save' once you are ready with the editing
Manage user roles
In Permissions click 'Edit…'
2. Tick the boxes of the corresponding user and the roles and click ‘Save’