Follow these simple steps to connect EyefinityPM to Optify site so you can benefit from live inventory updates
Instructions on how Eyefinity PM creates a user role
1. Log in to the Eyefinity Practice Management Portal
2. Navigate to Administration
3. Under Resources, Select Staff
4. Select the +Staff icon and create a staff account
5. After creating a Staff ID and generating a temporary password (password must be created 30 mins after receiving the temporary password), go over to Security and modify permissions
6. Only select Inventory: Adjustments and Reports: Sales Report
**After you create the user role please send over the username, password, and office identifier to launch@optifyonline.com. **