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Optii Learning Center

Optii Platform Settings

Optii Platform Settings

Detailed walk-through that are your resource to getting the most out of the Optii Platform Settings. Come back and come back often.

Getting Started

Getting Started with Optii Settings

Step #1: Access the Optii Platform

Step #2: Add or Edit your Departments

Step #3: Add or Edit your Employment Types

Step #4: Add or Edit your Floor Plan

Step #5: Add or Edit your Roles & Permissions

Step #6: Invite your Team Members

Step #7: Add your Checklist in Optii

Step #8: Add or Edit Job Items for Quick Department & Roles Assignments

Step #9: Add your notifications and escalations

Step #10: Edit your Guest & Internal Response Times to your Brand Standards

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Employment Types

Keeping track of your Labor Expenses

Floor Plan

Floor Plan — Add, Edit your Location Types

Floor Plan — Add or Edit your Room Types

Floor Plan — View, Add or Edit your Sections

Floor Plan — Add your Room Types Credits, Duration & Checklist (for Housekeeping)

Roles & Permissions

Jobs Permissions by Role Access

Optii user permissions guide

Users

Inviting a new user to Optii Platform

Completing your profile with Optii

Deactivating a user (team member) from your property in Optii Service and Chat

How to deactivate a user from multiple properties

Assets

How to create Assets with Optii Projects

Job Settings

Set Your Target Due Times in Optii

⚙️ Configuring Sleep Out, No Show, and Clean Room Behavior in Optii

🚫 Configuring Do Not Disturb (DND) Job Handling in Ius

🚫 Configuring No Service Required (NSR) Job Handling in Ius

🔒 Configuring Double Lock Active (DLA) Job Handling in Ius

Customizing Job Scheduling for Out of Order/Out of Service (OOO/OOS) Rooms

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Notifications

Job Escalations - No Jobs Left Behind

Lesson: How to add notifications in Optii