Optimal

Learn how to set up and manage Workspaces, set up private projects and manage access, move studies between projects and folders and more.

Guide to Workspaces and Projects for Enterprise customers

Learn how to invite your team members to Optimal

How to invite members to your Workspace

Learn about the settings and controls available to admins on Enterprise study limit / usage-based plans.

Admin Workspace settings, controls, and usage tracking for Enterprise

See how your team members are using your Optimal subscription in the team usage report.

Reviewing the Usage Report

As an admin, you can turn on or off select features at any time.

Enabling & disabling Features for your Workspace or Organization

Setting Up & Managing Your Teams

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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