Live Optics features a centralized administration tool, known as Live Optics Teaming, for Partner and OEM users, which allows more than one administrator to be assigned to a Live Optics account. Live Optics Teaming allows administrators to register and disable users, and reset passwords for their team members. Administrators can also set up customer registration pages where requests are routed to a designated team member. This article describes how to use the Live Optics Teaming admin features.
Get Started With Live Optics Team Administration
If you are assigned the administrator role of a Live Optics team, a welcome screen and setup wizard will display when you log into Live Optics. From the wizard, you can add existing Live Optics users in your company to your team, register new accounts, create customer registration pages, and set up unique customer signup pages. Click Next to begin your team configuration.
Add Members to your Live Optics Team
You must first add members to your Live Optics team. All users which share the same domain email address as you are displayed on screen. Here, select the users you wish to add to your team and click Next. If there are users in your team that do not have Live Optics accounts and you wish to register them, you can do this during the wizard setup.
To register new Live Optics accounts, enter the required details in the requested fields, and click Register. The new user receives an email from Live Optics with instructions to activate their account. Once you have registered your users, click Next to continue.
Activate Signup Page
You can set up a team based customer signup page for use in email signatures, marketing campaigns, and website promotions to encourage your customers to begin using Live Optics. The unique aspect of the team signup page is that you can designate a single email or group email address as the recipient of any customer interaction with your signup page. The only requirement is that the email address entered is assigned to a Live Optics account. When you have finished configuring the signup page, click Next to continue.
Team sharing permissions
The final configuration page allows you to enable team members sharing permissions. Use the Toggle team sharing permissions button to enable permissions. Once this is enabled all team members have access to each others Live Optics projects. Click Next.
When the setup is complete, the following screen displays.
Administering Your Live Optics Team
Once the wizard setup is complete, you can access the team administration tools from the Live Optics menu. Click My Team from the menu on the left side of the screen to access the Members page.
From the Members page, you can add existing Live Optics users, who share the same same domain email address as your account, to your team and also register new users. You can also enable and disable accounts for team members to control access to Live Optics.
To enable or disable Live Optics accounts:
- From the Members page, select the accounts for which you wish to enable or disable access.
- Click the drop-down menu in the upper right of the screen and select Enable or Disable.
- Click Apply.
If a member must reset their password, you can assist them, or they can use the password rest link on the log on page.
Updating the Customer Signup Page
The Customer Signup Page can still be altered after you complete the setup wizard. the initial configuration wizard. Select Customer Signup Page to:
- Change which Live Optics team member receives customer signup requests sent to the registration page
- Enable or disable the Customer Registration Page (if needed)