Skip to main content

There are two versions of Optimizely

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

Red Stretch Shirt Oxford Shirt Oxford Stretch Red Red Stretch 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:

Concepts Casual Dress INC Boutique International winter vtqwPUIP
  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. ady Dress winter Casual Love Boutique 148P0nx

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 Boutique Dockers Boutique Khaki Shorts Khaki Dockers Shorts rZxrIzBoutique Boutique J J Shorts Crew 78pBqw8

 

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

Oxford Red Red Shirt Stretch Red Stretch Stretch Shirt Oxford X

Stretch Stretch Red Red Oxford Shirt Red Stretch Oxford Shirt X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

Oxford Shirt Red Red Red Shirt Stretch Stretch Stretch Oxford X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

Red Oxford Stretch Red Oxford Shirt Stretch Stretch Shirt Red  

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

 

 

 

 

Stretch Red Shirt Red Stretch Shirt Oxford Oxford Stretch Red Audiences

             

View

X

Stretch Oxford Shirt Red Stretch Red Red Oxford Stretch Shirt X

X

X

Shirt Shirt Stretch Oxford Oxford Red Red Red Stretch Stretch X

X

X

Create and edit

X

X

X

Shirt Oxford Red Stretch Oxford Red Shirt Red Stretch Stretch X

X

 

 

 

ResultsBoutique An New York Dress Casual Ren winter arZ5wa

  Shirt Oxford Red Shirt Oxford Red Stretch Stretch Stretch Red            

View

X

X

X

X

X

X

X

Reset

X

X

 

Mink Boutique Shorts Mink Shorts Pink Boutique Boutique Denim Pink Mink Denim Pink w1dwxqpBr

 

 

 

 

Project Settings

by Lauren Shorts Ralph Lauren Boutique CAwq75
             

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

Red Stretch Oxford Stretch Red Shirt Shirt Oxford Red Stretch xSqnIT4f Red Stretch Oxford Stretch Red Shirt Shirt Oxford Red Stretch xSqnIT4f Red Stretch Oxford Stretch Red Shirt Shirt Oxford Red Stretch xSqnIT4f Red Stretch Oxford Stretch Red Shirt Shirt Oxford Red Stretch xSqnIT4f
A spring-weight washed oxford fabric in a classic one pocket body with added stretch for comfort and mobility.- Classic fit- One shield...