Optimal

Learn how to manage team members, access usage reports or set up SSO 

Account and team management

Your account is automatically assigned a random name when it's created. Learn more about how to change your account name.

Create and change your account name

How to delete your Optimal Workshop account and all associated data.

Delete account

How do I transfer the ownership of my Optimal account to my colleague?

Transfer the ownership of your Optimal account

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Account Management

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

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

Team administrators can change the permissions that team members have, such as inviting other members or ordering study participants.

Manage team member permissions

Setting Up & Managing Your Teams

Learn how to use Google Sign-in to create an Optimal account or link it your existing account.

Create accounts and sign in using Google Sign-In

How do I disconnect my google account from Optimal and just use my email address to login?

Disconnecting your Optimal account from Google

Learn more about how to set up SAML SSO for your Optimal account

Set up single sign-on (SSO) with Optimal

Learn more about how to get set up with Microsoft Entra ID.

Set up Optimal SSO with Microsoft Entra ID (Azure AD)

SSO & OAuth

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

Access the team usage report

Study Usage

Blog

101 guides

Customer stories

Release notes

Terms of Service

Privacy

Find answers and get help from Intercom Support and Community Experts

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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.

Ship something

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

Connect your stack

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

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.