Overview

Optima administration gives you the flexibility to manage your companies, funding accounts, and also to supervise the access controls to various benefit programs and applications. Access control allows you to configure fine-grained access control to secure your programs and resources.

Manage Companies

A company is a logical grouping of all active benefit programs including the beneficiaries. Create and manage one or multiple legal companies running under your parent organization for your convenience and as per policy. This feature is useful when you have a large workforce of employees with various horizontals and verticals in different geographical locations and you need an efficient group system to manage their overall benefit programs.

By default, a company is created during the sign up process so you can get started with the fund transfer activities. For instance, your company name is "Go India Go" in the screen illustrated below.

Viewing Companies

1. Log into the Zeta Optima platform

2. From the left navigation space, go to Administration > Companies under Tools menu. The company page appears.
   

3. On this screen, view all legal companies and number of employees associated with a particular company that you've created to run the benefit programs under your organization. 
   

Viewing Programs under a Company

1. Follow the steps 1-3 as mentioned in Viewing Companies section.

2. Click a company under the Company column.
   

3. On this screen, view all active benefit programs running under the company. Notice the total number of beneficiaries associated with the active programs at the bottom of the screen.
   

Manage Funds

See Managing Your Funding Account to learn about opening a funding account, adding funds or transferring funds to other accounts and many more.