Invite Members To Team

We made it very simple to invite new users to your team. This will allow you to quickly manage all users and set who has managing rights to create channels and forms within the team.

Step 1 – Access Settings from the dashboard as shown in Fig. 1

Fig. 1

 

Step 2– Click on “My Teams” to view a list of joined and owned teams as shown in Fig. 2

Fig. 2

 

Step 3 – Click on “Invite User” icon in the row of the team you want to invite the new user as shown in Fig. 3

Fig. 3

 

Step 4 – Enter the email address of the user you want to invite and press “Enter” or “Return”  You may invite as many people as you wish to the team at one time as shown in Fig. 4 **do not press tab***

Fig. 4

 

Step 5 – View verification displaying that an invite was sent to the user as shown in Fig. 5

Fig. 5

 

Optional Step 6 – View users invited to a team – Click on Edit Team icon as shown in Fig. 6

 

Optional Step 7 – List of team members will be displayed in Section 2 as shown in Fig.  7

 

Accessing Your Team Settings

1) After registering, a personal team is created for you, named after your email address. This team is for your friends and family. To access your personal team settings click the gear icon on the user dashboard to access your user settings click on “My Teams” as shown in Fig. 1

Fig. 1

 

2) After clicking on “My Teams” view available teams then click on the “Edit Team” icon to access your owned team(s) as shown in Fig. 2 or you may create a team.

Fig. 2

 

3) Edit Team Screen as shown in Fig. 3 has four sections for easy accessibility.

Section 1 allows you to change your team name or logo or avatar for the team.

Section 2 allows you to add or remove team members and designate manager roles allowing other users you invite to your team the ability to create new forms or channels for the team.

Section 3 allows you invite new team members and designated managers of the team. Managers are able to create forms for other users to complete while in channels of the team.

Section 4 allows you or a designated manager of the team to create channels and invite other users who are a part of the team, Optonome application (non-team members) or non-Optonome users into a channel via email.

Fig. 3

When changing the name of your team simply edit the “Change Team Name” field and click on the green “Update” button

 

 

To go back to the dashboard from settings Click on Arrow as shown in Fig. 4.

Fig. 4

Creating A New Team

Creating a team allows managers to designate roles to other team members and quickly monitor updates across all team channels via Optoome’s advanced searching and retrieving features.

Step 1 – After login view dashboard as shown in Fig. 1 and click on the setting gear in the bottom left corner.

Fig. 1

 

Step 2-View settings menu as shown in Fig. 2 and click on “My Teams”

Fig. 2

 

Step 3– View “My Teams” screen and click on “Create a new team” as shown in Fig. 3

Fig. 3

 

Step 4 – Input Team Name and click on the green”Create” button as shown in Fig. 4

Option to Upload an avatar or logo

Fig. 4

 

 

Step 5 -Optional – After the creation of the new team, your team will be listed under “Owned”  as shown in Fig. 5. You may then edit the team settings as shown.

Fig. 5

User Dashboard

Welcome to your personal dashboard based on your current location (You must allow your device to access your location). You will be presented with a local community map (as shown) populated with transportation information, businesses, restaurants, and shops.

From this screen, you are also able to access your calendar, Quick Notes, Emergency team channel, notifications, training courses via the bottom right corner (book icon), team settings via the bottom left corner (gear icon) or real-time communication channels via the top center (double arrows).

 

 

Beacon Sensors

Each beacon has a Bluetooth® Low Enegery transmitter. It allows Bluetooth devices to broadcast or receive tiny and static pieces of data within short distances inches up to 100 feet.

 

 

When actively using Optonome, smart devices interact with these beacons within distance helping document and verify information related to tasks based on location.

 

  • If there are any incidents, certified investigators can accurately verify whereabouts of staff within the home, tasks completed by staff, regulation requirements documented to reduce allegations of fraud, abuse, and neglect. Support professionals can access, view, be notified or train based on location in a home community or workplace setting.

 

If the healthcare professional forgets to admininster medications or complete an activity related to the healthcare of a patient. Optonome beacon sensors can verify the location of the professional as it related to the timley needs of the patient and eithr prompt to complete or find someone who can complete the task on time.

 

 

For example, during a renovation project, a project manager can manage multiple sites and workers to ensure punch list items are completed on time.

 

Join the discussion in our public smart home channel

Create A New Team

  1. Sign in and view the dashboard
  2. Access “My Teams” as shown in Fig. 1.

Fig. 1

 

3) Under “Owned” click on “Create a new team” as shown in Fig. 2

Fig. 2

 

4a)  After clicking on “Create a new team” you will be presented with the screen as shown in Fig. 3.

4b) Name your team in the “Team Name” text box then click on the green “Create” button

4c) Optional (Upload Team Avatar) where you can name your new team and upload a logo or avatar.

4d) Click the blue “Done” button

Fig. 3

 

5) View team settings on the dashboard under Owned channels by clicking on the Edit Team Settings Icon as shown in Fig. 4

Fig. 4

 

Need Help With Some Of These Steps? 

Email Us at hello@optonome.com

OR

 

 

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