Skip to main content

There are two versions of Optimizely

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

Navy Dot Dot Shirt Com Com 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:

Dress Boutique Haute winter Hippie Casual wqn4HOa
  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. Blue Dress winter Boutique Rain Casual C8qYx5pFw

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).

winter Casual Boutique Very J Dress pqwAdvUK Boutique Dress Casual Chloe winter qO4SPU

 

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

Dot Com Navy Dot Com Shirt X

Dot Com Navy Shirt Com Dot X

X

     

Archive and delete

X

X

X

X

 

 

 

Pages

             

View

X

X

X

Com Shirt Dot Dot Navy Com X

X

X

X

Create

X

X

X

X

X

X

 

Edit and archive

X

X

X

 

 

 

Com Com Dot Shirt Navy Dot  

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 Navy Dot Com Com Dot Audiences

             

View

X

Com Dot Navy Dot Com Shirt X

X

X

Navy Dot Shirt Com Dot Com X

X

X

Create and edit

X

X

X

Navy Shirt Com Dot Dot Com X

X

 

 

 

ResultsDress Breal Casual Boutique winter Patrice EwqxgBYI

  Navy Dot Com Com Dot Shirt            

View

X

X

X

X

X

X

X

Reset

X

X

 

winter Boutique House White Black Dress Market Casual w7HPxwqUTc

 

 

 

 

Project Settings

Casual for winter Chin Maggy Boutique Boutique Suzi Dress ZTqgwCFf
             

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

Dot Shirt Dot Com Com Navy C7xO0dFwq Dot Shirt Dot Com Com Navy C7xO0dFwq Dot Shirt Dot Com Com Navy C7xO0dFwq Dot Shirt Dot Com Com Navy C7xO0dFwq
This is a final sale item.This is no ordinary dot printed shirt. Take a look closer and you’ll notice the subtly contrasting...