• Getting Started with Optery for Business for Administrators

  Optery for Business offers a unique Monthly billing model, providing the option to activate and deactivate individual plans at any time thereby providing maximum flexibility and cash flow management. No getting locked into a lengthy contract, or pre-paying for service you won't use until later. Start Protecting Your Organization in Less than 5 Minutes.Featured

• Can I have different billing terms (Yearly or Monthly) within the same account?

  Optery for Business offers Monthly and Yearly billing options for maximum flexibility and value. However, at this time Optery does not support mixing different billing terms within the same account. For example, if you have a subscription plan with a monthly term and also want to add an annual plan, you would need to create two separate accounts. If you want to change the billing terms for a member who already has a subscription, you must first downgrade their account to Free Basic and thenFew readers

• How to enable SSO & SCIM for your organization?

  Optery has a self-service flow to make the SSO and SAML available to our customers. Here are the steps that need to be completed before proceeding. Login to your Optery for Business dashboard and access the "Organization" tab, Organization - Navigation Link In the Organization page, access the 'Single Sign-on / Provision' tab to access the SSO/SCIM feature Single Sign-on / ProFew readers

• How does SSO/SCIM work? How do I get started with SSO/SCIM for my organization?

  As Optery enhances the experience for business customers, we're introducing a self-service SSO and SCIM onboarding flow. This allows your organization to use its Identity Authentication Provider (IAP) for seamless employee access to Optery accounts. Our solution supports a broad range of Identity Providers including Okta, Google, Azure, ADP, OpenID, Auth0, and more. SSO (Single Sign-On) offers centralized authentication, allowing single login access across multiple systems, reducing login fatigFew readers

• Getting Started with Optery for Business for Covered Members

  Your company has selected Optery to help protect your safety online. Optery is data privacy and security software that prevents attacks from malicious actors by removing people’s personal information from the internet. Your company has selected wisely, as PCMag.com named Optery their "Editors' Choice" as the most outstanding product in the personal data removal category.Few readers

• About Optery for Business Dashboard

  Gain Deeper Insights with the Optery for Business Dashboard Optery is committed to enhancing visibility and transparency regarding personal data exposure and opt-out processes for our Optery for Business customers. To support this commitment, we have added insights to the business dashboard that are designed to help you understand the return on investment (ROI) when using Optery for your employees and to optimize your use of our services effectively. Key Metrics on Your Dashboard Include: SFew readers

• How can I convert a Member to an Admin in Optery for Business?

  To convert a Member to an Admin in Optery for Business: Click the three little dots to the far right of your Member's name. Click "Promote to Admin" Promoting a Member to Admin in Optery for BusinessFew readers

• How do I bulk invite members via CSV file with Optery for Business?

  Optery for Business provides a hassle free way to invite your team members. You can invite multiple users to your organization at the same time. In this tutorial, you learn how to use the Optery for Business portal to send bulk invitations to your team members.Few readers

• How can I upgrade or downgrade a covered member plan?

  Click on the ellipse to the right of the member's name, and click "Switch Plan". Then select the plan and click "Change Plan. Select "Free Basic" to downgrade them to the free plan so that you incur no future charges for the member. Switch Plan Switch PlanFew readers

• Does Optery have an API I can use to whitelabel or embed in my application?

  Yes - you can learn more about the Optery API at the links below. Contact us and we'd be happy to talk you through pricing and how to use it. https://www.optery.com/api/ https://public-api-sandbox.test.optery.com/v1/docs/ https://finance.yahoo.com/news/optery-releases-api-enabling-businesses-120000953.htmlFew readers

• SAML / SSO / SCIM Integration Options for Optery for Business

  Optery offers a variety of integration options for onboarding business plan users, including SAML / SSO and SCIM.Few readers

• How do I download my invoices or receipts for Optery for Business?

  You can download your Optery invoices and receipts from the Invoices tab on the Billing page of the app: https://business.optery.com/billing?tab=InvoicesFew readers

• Can I re-send invites and how do I know if my member has accepted their invite?

  You can also easily re-send invites anytime, and review your covered member dashboard to see if your invite is still outstanding (i.e. labeled "Invited") or has been accepted for an active plan (i.e. plan name). Manage Invites Covered Member DashboardFew readers

• Does Optery for Business work in other countries than the United States (e.g. Canada, U.K., Australia, Netherlands)?

  If you are signing up as a business via Optery for Business, Yes, Optery does work for non-U.S. international residents for organizations that exceed certain subscription volume thresholds (e.g. 20+ subscriptions). If you are an Optery for Business prospect or customer, please inquire at support@optery.com to determine if your organization is eligible non-U.S. international coverage. If you are signing up aFew readers

• How to Whitelist Emails from Optery?

  How to Identify Legitimate Optery Emails Sender Address: Look for emails from addresses like support@optery.com or @emails.optery.com Email Content: Optery emails focus on data privacy and opt-out requests. They won't contain suspicious attachments or requests for personal information. Verify Sender: If unsure, check Optery's official website ( https://www.optery.com/) for contact information.Few readers

• Has Optery completed an AICPA SOC 2, Type II audit?

  Yes - Optery has successfully completed its AICPA SOC 2, Type II security audit, and makes its audit report available to eligible Optery for Business corporate customers under NDA. Please inquire with our support team for more information. You can also learn more about how Optery secures customer data from our Statement on Data Security here.Few readers

• What is a Delegated Member, and How Does It Work?

  Optery's Delegated Member feature provides organization Admins the ability to manage account information on an employee's behalf. The most common use case for this feature is when an Executive Assistant or Cybersecurity Administrator needs to manage an Optery account for a company Executive. Organization Admins will find the option to add a Delegated Member from the Manage Members table, as shown in the image below: Add Delegated Member (https://storage.crisp.chat/users/helpdesk/website/aFew readers

• Can I switch back and forth between my Optery personal account and Optery for Business?

  If you are an Optery for Business Administrator, you can switch back and forth between your Optery personal account and Optery for Business account. You will log into both platforms using the SAME credentials. You should not create two separate accounts, UNLESS you want to operate both an Optery for Family account and Optery for Business account. In that case, you would need to separate log in credentials. To access both platforms you can either: Log in and/or Sign up using the SAME creFew readers