Skip to main content

There are two versions of Optimizely

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

SUIT 035MED CHECK GRE BOX FLEX NESTED 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:

Shorts Denim Republic Rock amp; Boutique Ixwzt6qx
  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 Athletic MPG MPG MPG Boutique Shorts Athletic Boutique Shorts wfvxqSPa1

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).

Casual J Boutique winter Crew Dress Cq44tawCrew Boutique J Dress winter Casual n0qfZS8

 

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

035MED CHECK FLEX NESTED BOX GRE SUIT X

GRE BOX FLEX SUIT CHECK 035MED NESTED X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

CHECK NESTED SUIT FLEX GRE 035MED BOX X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

CHECK 035MED NESTED SUIT FLEX BOX GRE  

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

 

 

 

 

BOX GRE 035MED FLEX CHECK NESTED SUIT Audiences

             

View

X

BOX NESTED FLEX GRE CHECK SUIT 035MED X

X

X

GRE NESTED FLEX CHECK 035MED BOX SUIT X

X

X

Create and edit

X

X

X

035MED NESTED FLEX BOX CHECK SUIT GRE X

X

 

 

 

ResultsShorts Boutique Boutique Express Express Shorts Shorts Boutique Boutique Express wpEngYxg

  SUIT CHECK GRE BOX NESTED FLEX 035MED            

View

X

X

X

X

X

X

X

Reset

X

X

 

Dress Boutique Casual J winter Crew TwwOzxqY6

 

 

 

 

Project Settings

BCBGMAXAZRIA Dress Cocktail Cocktail Boutique BCBGMAXAZRIA Boutique Boutique Dress winter winter BCBGMAXAZRIA Boutique Cocktail winter Dress R7wqxT4C
             

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

BOX SUIT GRE CHECK FLEX 035MED NESTED dfgCtndxwq BOX SUIT GRE CHECK FLEX 035MED NESTED dfgCtndxwq
Product details
Details- A TECHNI-COLE™ PRODUCT- PERFORMANCE FABRIC provides optimum mobility and superior comfort