Site and User Account Administration
Only Site Administrators have the ability to register a user for LeaveXpert. To register a new user for LeaveXpert: Go to the Administration menu item ...
Wed, 5 Jun, 2019 at 2:18 PM
Images such as logos, electronic signatures, etc. may be uploaded to letter templates by site administrators (only for Plus and Unlimited editions) or into ...
Wed, 5 Jun, 2019 at 2:19 PM
To change your security question and answer: Place your curser over Your Name in the upper right-hand corner of the screen Click on Change My Forgot Pass...
Wed, 5 Jun, 2019 at 2:19 PM
To change your user profile including your name, job title, or phone number: Place your curser over Your Name in the upper right-hand corner of the scree...
Thu, 5 Jan, 2023 at 8:55 AM
Billing contact and billing address changes should be submitted to support@optis.com. Non-billing contact information such as the primary user on the a...
Wed, 5 Jun, 2019 at 2:23 PM
You can upgrade your LeaveXpert edition at any time by contacting support@optis.com. A customer service or sales representative will then contact you to d...
Fri, 6 Jan, 2023 at 10:40 AM
The data that is displayed on the dashboard or any LeaveXpert reports is based on the user and their assigned user role. Optis' standard user roles...
Wed, 5 Jun, 2019 at 2:24 PM
Everyone who uses LeaveXpert uses the same version of LeaveXpert; however two editions of the product, Plus and Unlimited, include many organization-specifi...
Fri, 6 Jan, 2023 at 10:39 AM
Yes, the site administrator (for Plus or Unlimited editions) may add new templates following the instructions below: Go to the Administration menu item C...
Wed, 5 Jun, 2019 at 2:26 PM
Only Site Administrators have the ability to deactivate users in LeaveXpert. To deactivate an existing LeaveXpert user: Go to the Administration menu item...
Wed, 5 Jun, 2019 at 2:26 PM