Whether you manage one brand or multiple, this guide will walk you through how to set up your organization properly, right after you create your account.
Access the Organization Settings
After signing up for GrowthOptix with your name, email, company name, company size, and password, your organization will be created automatically. From there:
Go to Settings > Account > Company details
Review or update your organization profile
You’ll be able to configure:
Organization name
Website
Email address
Phone number
Company size
To change preferred date format, go to Settings > Account > Account Settings
You can manage multiple organizations from your account.
Connect Your Payment Platforms (If you did not connect any when you created your GrowthOptix account)
To start generating insights, connect at least one payment provider. You can link:
One or more Stripe accounts.
One or more PayPal accounts.
To connect:
Go to Settings > Integration > Data
Select Connect Stripe or Connect PayPal
Authorize GrowthOptix via secure login flow
You can disconnect or switch accounts anytime, and even combine data across platforms.
GrowthOptix uses read-only access. Your data stays safe and secure.
Add Your Team & Assign Roles
GrowthOptix makes it easy to collaborate across departments. Admins can invite team members and assign them one of six roles:
To invite a collaborator:
Go to Settings > People > Collaborators
Click +Add Collaborator
Enter the user’s email and choose their role
Available roles:
Admin
Data Scientist
Marketer
Accountant
Sales Rep
Customer Service Rep
You can remove users or change their role at any time.
You will be able to see all your invitations' statuses
You’re Ready to Grow
Once your organization is configured and your payment platforms are connected, your dashboards will begin populating with real-time insights powered by GrowthOptix AI.
Log in to your dashboard or switch between organizations from your user menu.
📺 Coming Soon:
Video: Setting Up Your Organization in GrowthOptix
Video: Connecting Stripe & PayPal Accounts