Frequently asked questions
Everything you need to know about the product and billing.
What is Optevo, and how does it work?
Optevo is a collaborative work management platform designed to streamline team collaboration through WorkPods, and streamlined access to everyday tools. It helps organize your workflows, track progress, and improve productivity with ease and focusing on what truly matters.
What’s the difference between a Group and a WorkPod?
WorkGroup: A collection of Members collaborating on multiple projects or objectives.
WorkPod: A focused space for specific projects or initiatives within a WorkGroup.
WorkPod: A focused space for specific projects or initiatives within a WorkGroup.
How do I invite a Guest to a WorkPod, and what happens next?
Inviting a Guest is simple.
1. Open the WorkPod and go to the Participants tab.
2. Click Add Guest and enter their name and email address.
Here’s what happens next:
- If the Guest already has an Optevo account, they will see the WorkPod appear in their “WorkPods” tab.
- If they don’t have an account, they’ll receive an invitation to register for a Free Optevo account.
Once registered, the WorkPod will automatically appear in their dashboard. You can track Guest registrations in the Participants tab, which updates in real time when a Guest creates their account.
1. Open the WorkPod and go to the Participants tab.
2. Click Add Guest and enter their name and email address.
Here’s what happens next:
- If the Guest already has an Optevo account, they will see the WorkPod appear in their “WorkPods” tab.
- If they don’t have an account, they’ll receive an invitation to register for a Free Optevo account.
Once registered, the WorkPod will automatically appear in their dashboard. You can track Guest registrations in the Participants tab, which updates in real time when a Guest creates their account.
What are the different roles in WorkGroup?
There are three roles in a WorkGroup:
Group Admin: Full access to settings and member management.
Member: Collaborates within Groups and WorkPods.
Guest: Limited access to specific WorkPods only.
Group Admin: Full access to settings and member management.
Member: Collaborates within Groups and WorkPods.
Guest: Limited access to specific WorkPods only.
Can I be part of multiple Groups or WorkPods?
Yes! You can belong to multiple WorkGroups and WorkPods simultaneously. Each WorkGroup has its own Hub to keep your WorkPods organized. Different plans offer different limits to the number of WorkGroups you can be a part of. Take a look at the plans we offer or connect with our team to find a tailored solution for your needs.
Can I access Optevo on different devices?
Yes! Optevo is accessible across multiple devices, including desktops, tablets, and smartphones. Our platform is designed with responsive functionality, ensuring a seamless experience whether you’re at your desk or on the go. Simply log in to your account from any supported browser or download our mobile app for even greater flexibility.
How does billing work at Optevo?
Optevo offers flexible subscription plans based on your team’s size and requirements. Billing is managed monthly or annually, with the option to upgrade, downgrade, or cancel anytime.
Is there a free trial available?
You can try the Personal plan for free for as long as you want with a free 30-day trial period on Optevo AI. You can upgrade to any of our paid plans to avail additional services. Get started!
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
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