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  • Manage collaborators in Optimizely X
    1. Last updated
      Aug 8, 2018
    2. Save as PDF

    There are two versions of Optimizely

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

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    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:

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    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.
       

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    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).

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    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

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    X

    		      

    Archive and delete

    X

    X

    X

    X

     

     

     

    Pages

    		              

    View

    X

    X

    X

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    X

    X

    X

    Create

    X

    X

    X

    X

    X

    X

     

    Edit and archive

    X

    X

    X

     

     

     

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    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

     

     

     

     

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    View

    X

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    X

    X

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    X

    X

    Create and edit

    X

    X

    X

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    X

     

     

     

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    View

    X

    X

    X

    X

    X

    X

    X

    Reset

    X

    X

     

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    Project Settings

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    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

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