User Management

This guide describes the user setup and administration processes including adding multiple users from a bulk upload file.


This guide also includes how to manage the email addresses for members of your organization who will receive important notification emails sent from Optimal Blue for items such as scheduled system downtime, system emergencies impacting site availability, release notes and other important updates regarding system functionality or investor content support. You may also reference the specific article on System Notification Management.

Managing Users

Click the image below to watch the step by step video.

User Admin

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