> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.optery.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Getting Started with Optery for Business for Administrators


[Optery for Business](https://www.optery.com/business/) provides an award-winning personal data removal service to your organization, protecting your employees and executives from phishing, social engineering, identity theft, fraud, harassment and other PII-based cyber threats.

If you have not created and set up your Optery for Business organization, please complete the steps included in [this](https://help.optery.com/en/article/how-to-createset-up-your-optery-for-business-organization-1sjjxfk/) Help Desk article first.

Once you have [created and set up your Optery for Business organization](https://help.optery.com/en/article/how-to-createset-up-your-optery-for-business-organization-1sjjxfk/), please review and complete the below best practices for successful outcomes.

**Below are steps to:**
* [Upload your organizations logo](#6-upload-your-organizations-logo) 
* [Invite Members](#6-invite-members)

###### Upload your organizations logo

**Step 1 -** Login to your Optery for Business organization [here](https://business.optery.com/login). 

**Step 2 -** Select the Organization page followed by the Information tab.

**Step 3 -** Select Upload logo.

* NOTE: By uploading your organizations logo, the logo will appear on Step 1 of the member activation process and in the upper left hand corner of both the Admin and Member Dashboards.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-12380_1gxf7rp.png)

###### Invite Members

Optery for Business offers multiple options/integrations to start inviting members of your organization to activate a license.
* NOTE: Learn more about how you can resend invites to members and track the status of invites [here](https://help.optery.com/en/article/can-i-re-send-invites-and-how-do-i-know-if-my-member-has-accepted-their-invite-x5gmnm/). 

1. **Manual Invite (Individual Invite)**

**Step 1 -** Login to your Optery for Business organization [here](https://business.optery.com/login). 

**Step 2 -** Select the Manage Members page and enter the First Name, Last Name, Email, and Plan for each member as seen below. 

**Step 3 -** Select Invite Member.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-12443_r77y5n.png)
2. **Bulk Invite**

**Step 1 -** Login to your Optery for Business organization [here](https://business.optery.com/login).

**Step 2 -** Select the Manage Members page followed by the Bulk Invite feature as seen below.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-10438_dmno7b.png)

**Step 3 -** Select Download Our Template to review the required format & fields to utilize the feature.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-12507_lts7vn.png)

**Bulk Invite Requirements**
* Comma-separated .csv file
* Less than 10 Mb

* **Required Fields**
* Email
* First_name
* Last_name
* Plan

**Step 4 -** Once your .csv file is created with the required format and fields, choose Select File and upload your .csv file.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-10628_d18b5u.png)


**Step 5 -** Review Content and confirm all rows are valid with a green checkmark. You can toggle the "Only show rows with problems" to easily review.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-04-16-at-12263_12ps0au.png)


**Step 6 -** Select Continue. You will then receive a Your file is successfully imported and the number of invites sent.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-04-16-at-12273_1n4h19e.png)

3. **SSO/SCIM Integration**

Optery provides a self-service workflow to configure SSO & SCIM for your organization. Please follow the steps [here](https://help.optery.com/en/article/how-to-purchase-sso-scim-for-your-organization-d9njdo/) to purchase SSO & SCIM.
* NOTE: If you have already purchased SSO & SCIM, please proceed to the Help Desk article [here](https://help.optery.com/en/article/how-to-configure-sso-scim-for-your-organization-1tobnld/) to complete configuration.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-13237_c7upli.png)

4. **Delegated Member**

Optery's [Delegated Member](https://help.optery.com/en/article/what-is-a-delegated-member-and-how-does-it-work-1m8laro/) feature allows organization Admins the ability to manage a member/s plan on their behalf.

**Step 1 -** Login to your Optery for Business organization [here](https://business.optery.com/login).

**Step 2 -** Select the Manage Members page followed by the Delegated Member feature as seen below.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-03-16-at-14730_7zawo0.png)

**Step 3 -** Enter the Delegated Members information and select Add Member.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-04-16-at-80702_vucx76.png)

If you have any questions, please reach out to us at support@optery.com.