Welcome to the Optima Help Desk

Problems logging into Optima?

Please do not submit a Help Ticket. Read the appropriate FAQ article and if problems persist then contact your program.

Only your local program can help with user names, password resets and sending the password reset email.

Featured Knowledge Base Articles

Contact Logs

Contact Logs don't show on Supervisors Dashboard

Please go into the case and in the "Case Assignment" section, click the Volunteer's magnifying glass icon. Check the person's name that is listed in ...

No Add Contact Log button

There are two roles in Optima that enable the "Add" button for Contact Logs: Supervisors and Volunteers. Other roles cannot create contact ...

I'm an advocate and I can't login to Optima. I've tried to reset my password but am not receiving the reset password emails.

As you may have noted from the Help Desk Ticket main page, all problems with logging into Optima must go to your local program. For security reason, ...

Why can't I/my volunteer/my staff log in to Optima?

If your volunteer or staff member cannot login to Optima and receives an error other than "Login was unsuccessful" such as:"Server error in "/" ...

User Administration

How do I reset a volunteer's password?

Go to the User Admin button. Find the user and click on the edit (paper/pen) icon on the right hand side of the page Scroll down and there's a blue ...

Welcome to the Optima Help Desk

Problems logging into Optima?

Featured Knowledge Base Articles

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