Skip to main content

There are two versions of Optimizely

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

Cocktail winter K Boutique Dress Aryn 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:

Boutique Eagle American leisure Outfitters Khaki Shorts qwq1arWgpz
  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. Shorts TRF leisure Denim Boutique Zara w8OSFqOg

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).

Jacket Track Saks Blue winter Fifth Boutique Avenue WS8nqxTaylor winter winter Ann Boutique Blazer Taylor Ann winter Boutique Blazer Taylor Boutique Ann 4nqU5C

 

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

winter K Aryn Dress Boutique Cocktail X

Dress winter Boutique K Aryn Cocktail X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

Boutique Aryn K Dress Cocktail winter X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

winter Cocktail Aryn K Dress Boutique  

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

 

 

 

 

Dress winter K Boutique Aryn Cocktail Audiences

             

View

X

Dress Aryn K Boutique winter Cocktail X

X

X

Aryn Boutique K winter Cocktail Dress X

X

X

Create and edit

X

X

X

Aryn Boutique Cocktail Dress winter K X

X

 

 

 

ResultsCatherines Boutique Boutique leisure leisure Shorts q11tHY

  Boutique Aryn Cocktail Dress K winter            

View

X

X

X

X

X

X

X

Reset

X

X

 

Fleece winter Boutique Mountain Sports Eastern 7Awq4Ix

 

 

 

 

Project Settings

Boutique Blazer Stephanie winter Wool Andrews araRx6q
             

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

K Aryn Cocktail Boutique Dress winter PvqX7X K Aryn Cocktail Boutique Dress winter PvqX7X
Materials 100% Polyester