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Optix handles all of the permissions of your Storyboard for you! Optix allows you to share your storyboard with people in and out of your organization / its program (more information about sharing provided here). By default, all users that gain access to your shared storyboard are only able to […]

The most crucial part of Data reporting is making sure that your data is up-to-date. Don’t worry; Optix has you covered! As long as you have an active subscription to Optix (learn more about services here), your data will almost always be in sync. There may be times where your […]

Embedding a Storyboard on a webpage allows you to share live, interactive Storyboards with your website visitors. How to Embed a Storyboard on a Webpage Navigate to the Storyboards page Hover over the Storyboard whose embed code you want to access. Click on the Share Storyboard icon under the “…” […]

If you identify differences between the data you’re seeing in Nucleus vs the data you’re seeing in the Data Source’s UI (i.e., in your Facebook Ads Account, HubSpot Account, etc.), follow the process outlined below to learn how to troubleshoot and submit a ticket for your case. How to troubleshoot […]

We want to help you save time and money by optimizing your reporting process and that’s why we offer Bulk-Edit services.  Through the Bulk-Edit service, our team of technical experts will take the lead in creating, modifying and editing all your clients’ storyboards in bulk form. By requesting a quote, […]

Nucleus offers many features that one person can benefit from alone. So it just goes without saying that the more people that are involved, the more benefits! How to Add / Invite Your Team Start at the initial screen after login and navigate to the vertical tool bar on the […]

Having a customizable profile for your organization is very useful to distinguish one another and keep up-to-date on various notification like billing! Start at the initial login page. In the upper right corner, you should see an icon that looks like the silhouette of a person with a drop down […]

You can access your plan and billing information at any time through your Nucleus account. You’re able to change your plan, billing information, and phone number at your convenience. How to Access and Change your Billing information Start at the initial screen after login and navigate to the vertical tool […]

How To Change Your Service Plan At Any Time Start at the initial screen after login and navigate to the vertical tool bar on the left of the screen. Click on the first option, “Admin.” The window will change with more option in the main content section. A horizontal tool […]