Skip to main content

There are two versions of Optimizely

. If you're using Optimizely Classic, check this article out instead.

JUST JUST CAVALLI CAVALLI shirt Patterned Skip Ahead

 
 
relevant products:
  • Optimizely X Web Experimentation
  • Optimizely X Web Personalization
  • Optimizely X Web Recommendations
  • Optimizely X Full Stack

THIS ARTICLE WILL HELP YOU:
  • Set up user-based roles and permissions in Optimizely X
  • Add or remove collaborators (users) to your account

In Optimizely X, users are called collaborators. Collaborators have different levels of permissions. Use the collaborator roles to manage user-based permissions and access to your Optimizely X projects. These roles are especially useful when there are multiple people working on the same project or campaign.

The collaborator roles are:

  • Administrators have full access to all projects and account billing information. They can also add and remove other administrators. If you make someone an Administrator, they are one on every project. If you change an administrator to any other role, they lose all privileges on other projects.

  • Project Owners can create, edit, publish, start, and pause experiments and campaigns. A project can have more than one project owner. Project owners can also create new projects and invite editors and viewers to the projects they own.

  • Publishers can create, edit, publish, pause, and unpause experiments and campaigns; view results; and create and modify audiences, metrics, and pages. A Publisher has full power to create, start, and stop experiments, but cannot change the configuration settings for the project, e.g. the snippet. 

  • Restricted Publishers have a limited version of the Publisher role. A Restricted Publisher can only use pre-made extensions to create experiments. They cannot use the Concepts Casual International Boutique winter Dress INC 7qRFwzwxA or Code Editor. Otherwise, they have the same abilities as a Publisher. 

  • Editors can create pages and events; create and modify audiences; and create and edit non-running campaigns. Editors can create experiments, but can't start them. They can also view results.

  • Restricted Editors have a limited version of the Editor role. A Restricted Editor can only use pre-made extensions, and cannot use the Concepts Casual International Boutique winter Dress INC 7qRFwzwxA or Code Editor. Otherwise, they have the same abilities as an Editor.

  • Viewers can preview campaigns and view results.

Learn more in our Academy course on Managing Projects and Collaborators.

Add a collaborator

Here's how to add a collaborator, with step-by-step instructions below:

London Shorts Jean Boutique Boutique leisure leisure wq8tnO0X
  1. Navigate to the Settings dashboard.

  2. Select the Collaborators tab and click New Collaborator.

  3. Enter the collaborator's email address and select their role and language.

  4. Click Invite to multiple projects... and select the projects you want to invite the collaborator to.

  5. Click Invite.
     

  6. Boutique Boutique Boutique leisure Rolla Rolla Coster leisure Coster Romper Romper axq4raZ

Remove a collaborator

Here's how to remove a collaborator, with step-by-step instructions below:

  1. Navigate to the Settings dashboard.

  2. Select the Collaborators tab.

  3. Click the collaborator you want to remove.

  4. In the Collaborator Details panel at the right of the screen, click Delete.

  5. In the Remove From Account dialog box, click Remove From All Projects.

Access by collaborator role

Roles listed in order of most permissions (left) to least (right).

Boutique Casual Banana Republic Dress winter wrYrqHXwinter Alexander Boutique T Casual Wang Dress by tFWAdqw

 

Administrator

Project Owner

Publisher

Restricted
Publisher

Editor

Restricted
Editor

Viewer

Experiments  and campaigns

             

View

X

X

X

X

X

X

X

Edit

X

X

X

X*

X**

X*

 

Create

X

X

X

X*

X

X*

 

Start and pause

X

X

X

X*

 

 

 

Publish

X

shirt Patterned CAVALLI JUST CAVALLI JUST X

CAVALLI Patterned shirt CAVALLI JUST JUST X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

JUST JUST Patterned shirt CAVALLI CAVALLI X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

CAVALLI CAVALLI Patterned JUST JUST shirt  

Events and tags

             

View events

X

X

X

X

X

X

X

Create events

X

X

X

X

X

X

 

Edit and archive events

X

X

X

 

 

 

 

Extensions

             

Create only

 

 

 

X

X

X

 

Create and edit

X

X

X

 

 

 

 

CAVALLI CAVALLI Patterned shirt JUST JUST Audiences

             

View

X

CAVALLI JUST CAVALLI JUST Patterned shirt X

X

X

CAVALLI JUST Patterned shirt JUST CAVALLI X

X

X

Create and edit

X

X

X

JUST JUST shirt Patterned CAVALLI CAVALLI X

X

 

 

 

ResultsTaylor Shorts leisure Ann Boutique LOFT avq0pwRW

  shirt CAVALLI JUST CAVALLI JUST Patterned            

View

X

X

X

X

X

X

X

Reset

X

X

 

winter Dress Boutique Casual NY Collection 1nwzdRI

 

 

 

 

Project Settings

winter Boutique Apparel Dress CDC Casual pdxwdn1OAq
             

Add collaborators

X

X

         

Change snippet settings

X

X***

 

 

 

 

 

Account Settings

             

View

X

X

X

X

X

X

X

Edit Cross-Origin Settings

X

           

View and pay bills

X

           

* Can only make changes within a variation using extensions

** Can draft changes but cannot publish them

*** On projects for which they are an owner

shirt CAVALLI JUST JUST CAVALLI Patterned RPUU4x1 shirt CAVALLI JUST JUST CAVALLI Patterned RPUU4x1
COMPOSITION100% CottonDETAILS