Account Setup
Learn how to accept your invitation, set up your profile, and invite team members to Optimal Workforce.
This guide walks you through setting up your Optimal Workforce account after receiving your invitation.
Receiving Your Invitation
When your organization partners with Optimal Workforce, our team creates an account for your organization. You'll receive an email invitation with:
- A link to accept the invitation and set up your account
- Your role within the organization (typically Administrator)
- Instructions for getting started
Important: Invitations expire after 7 days. If your invitation has expired, contact your organization's primary administrator or reach out to Optimal Workforce support.
Accepting Your Invitation
- Click the Accept Invitation link in your email
- You'll be taken to a page to create your password
- Enter a secure password that meets the requirements shown
- Click Create Account to complete setup
Once complete, you'll be automatically logged in and taken to your organization's dashboard.
Setting Up Your Profile
After your first login, we recommend updating your profile:
- Click your name or avatar in the top right corner
- Select Account Settings
- Update your information:
- Display Name - How your name appears to team members
- Profile Picture - Optional, helps team members identify you
Understanding Roles
Optimal Workforce uses roles to control what actions team members can take:
| Role | What They Can Do |
|---|---|
| Owner | Full access including billing, organization settings, and team management |
| Admin | Run optimizations, manage data sources, invite team members |
| Member | Run optimizations and view results |
Your role was assigned when you were invited. If you need different permissions, contact your organization's Owner or an Admin.
Inviting Team Members
If you're an Admin or Owner, you can invite colleagues to join your organization:
- Navigate to Settings from the sidebar
- Select Members
- Click Invite Member
- Enter their email address
- Select the appropriate role for their responsibilities
- Click Send Invitation
The invited person will receive an email with instructions to accept the invitation and set up their account.
Managing Team Members
From the Members page, Admins and Owners can:
- View all members - See who has access to the organization
- Change roles - Update a member's permissions
- Remove members - Revoke access when someone leaves or changes roles
Security Best Practices
To keep your organization's data secure:
- Use a strong, unique password for your Optimal Workforce account
- Don't share your login credentials with others
- Report any suspicious activity to your organization's administrator
- Log out when using shared computers
Need Help?
If you encounter issues during account setup:
- Didn't receive the invitation email? Check your spam folder, or ask your administrator to resend the invitation
- Link not working? The invitation may have expired. Request a new invitation from your administrator
- Other issues? Contact Optimal Workforce support at support@optimalworkforce.com