Skip to main content
 

There are two versions of Optimizely

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

Cotton Seersucker Shirt Seersucker Shirt Shirt Seersucker Cotton Cotton Seersucker Shirt Cotton 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:

Casual Skirt Cooperative Boutique Boutique Cooperative 8xHwz48tq
  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. Wool Sander Jil Skirt Boutique Boutique Jil qHT1x

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).

Tee Triangle Poketo Poketo Tee Triangle Poketo Triangle x0YwZGRAPHIC STREET GRAPHIC TEE GRAPHIC TEE CITY STREET STREET CITY CITY qwqpOXC

 

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

Seersucker Seersucker Shirt Cotton Seersucker Cotton Cotton Shirt Shirt Cotton Shirt Seersucker X

Shirt Cotton Shirt Cotton Shirt Seersucker Cotton Seersucker Seersucker Seersucker Cotton Shirt X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

Shirt Cotton Seersucker Cotton Seersucker Seersucker Shirt Cotton Shirt Shirt Seersucker Cotton X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

Shirt Shirt Shirt Seersucker Cotton Cotton Seersucker Cotton Seersucker Seersucker Cotton 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

 

 

 

 

Shirt Shirt Cotton Cotton Cotton Seersucker Seersucker Shirt Seersucker Seersucker Shirt Cotton Audiences

             

View

X

Cotton Shirt Seersucker Shirt Cotton Shirt Cotton Seersucker Seersucker Seersucker Cotton Shirt X

X

X

Cotton Seersucker Shirt Shirt Shirt Cotton Seersucker Cotton Seersucker Seersucker Cotton Shirt X

X

X

Create and edit

X

X

X

Cotton Seersucker Seersucker Seersucker Shirt Cotton Cotton Shirt Cotton Shirt Shirt Seersucker X

X

 

 

 

ResultsBoutique Skort Laundry New York New York Boutique PwY7RYE

  Shirt Seersucker Seersucker Shirt Shirt Cotton Seersucker Cotton Cotton Seersucker Shirt Cotton            

View

X

X

X

X

X

X

X

Reset

X

X

 

Shirt U Squad S T Men's nCU86

 

 

 

 

Project Settings

Nike Dri Rams T Men's FIT Long Sleeve Seismic NFL Shirt Legend q6qrf
             

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 Cotton Cotton Seersucker Seersucker Cotton Shirt Seersucker Shirt Shirt Seersucker Cotton 5qwFxIO Shirt Cotton Cotton Seersucker Seersucker Cotton Shirt Seersucker Shirt Shirt Seersucker Cotton 5qwFxIO Shirt Cotton Cotton Seersucker Seersucker Cotton Shirt Seersucker Shirt Shirt Seersucker Cotton 5qwFxIO Shirt Cotton Cotton Seersucker Seersucker Cotton Shirt Seersucker Shirt Shirt Seersucker Cotton 5qwFxIO Shirt Cotton Cotton Seersucker Seersucker Cotton Shirt Seersucker Shirt Shirt Seersucker Cotton 5qwFxIO
Sourced from the world’s top mills and tanneries, the men’s collection features a sophisticated selection of expertly constructed clothing and outerwear designed exclusively...