Getting Started with Portal
Accessing the Portal
- Go to id.optare.one/portal (opens in a new tab)
- Log in with your credentials
- You'll see the portal dashboard
Understanding the Dashboard
When you first log in, you'll see:
- Your profile information - Name, email, and avatar
- Active subscriptions summary - Current plans and usage
- Connected apps count - Third-party integrations
- Quick links - Fast access to common features
- Recent activity - Latest actions in your account
Navigation
The portal has several main sections accessible from the sidebar:
Dashboard
Your overview and quick stats.
Subscriptions
View and manage your product subscriptions, check seat usage, and see billing information.
Team Members
Invite and manage members of your organization.
Connected Apps
Manage OAuth applications that have access to your account.
Products
Browse available products and features.
Settings
Manage your account, organization, webhooks, and security settings.
What You Can Do
As a User:
- ✅ View your subscriptions
- ✅ Manage connected apps
- ✅ Update your profile
- ✅ Change password and enable 2FA
As an Admin/Owner:
- ✅ Invite team members
- ✅ Manage organization settings
- ✅ Configure webhooks
- ✅ Create API keys and OAuth clients
Next Steps
- Manage Your Organization - Update org details
- Invite Team Members - Add your team
- View Subscriptions - Check your plans
- Configure Webhooks - Set up integrations