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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 #7: Add your Checklist in Optii

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

Step #6: Invite your Team Members

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 Tags

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 reset your Optii Service password

Assets

How to create Assets with Optii Projects

Job Settings

Set Your Target Due Times in Optii

Notifications

Job Escalations - No Jobs Left Behind

Lesson: How to add notifications in Optii