Getting Started with Optery for Business for Administrators

Optery for 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 Help Desk article first.

Once you have created and set up your Optery for Business organization, please review and complete the below best practices for successful outcomes.

Below are steps to:

• Upload your organizations logo
• Invite Members

Upload your organizations logo

Step 1 - Log in to your Optery for Business organization here.

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.

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.

1. Manual Invite (Individual Invite)

Step 1 - Log in to your Optery for Business organization here.

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.

2. Bulk Invite

Step 1 - Log in to your Optery for Business organization here.

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

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

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.

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.

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

3. SSO/SCIM Integration

Optery provides a self-service workflow to configure SSO & SCIM for your organization. Please follow the steps here to purchase SSO & SCIM.

• NOTE: If you have already purchased SSO & SCIM, please proceed to the Help Desk article here to complete configuration.

4. Delegated Member

Optery's Delegated Member feature allows organization Admins the ability to manage a member/s plan on their behalf.

Step 1 - Log in to your Optery for Business organization here.

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

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

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

Updated on: 25/09/2026