Managing users
This topic describes how to set up and manage user accounts, and grant user permissions. User permissions apply to clients and or sub-clients. You can grant to the same user different permissions for different sub-clients (if sub-clients are being used) via roles. For example, grant the following permissions:
- Create mailings
- Edit mailings
- Send mailings
- Import recipients
- Clear recipient lists during import
- Export active recipients
- Export responses
- Export unsubscribers
- Export blocklist
See Managing permissions for more information about how to manage access rights for other parts of the Optimizely platform.
managing-users.mdxManaging users by clients
To manage users by clients, go to the menu bar and select Administration > Users. The Manage Users window appears.
managing-users.mdxCreating users
- In the Client drop-down list, select the client you want to create a user for.
- Click Create User….
- Enter the user's email address (which serves as the user name), language, gender, first name, last name, and telephone number.
- You can optionally specify allowed IP addresses and IP ranges to restrict access to the user account. Enter one or more comma-separated IP addresses. The IP address must consist of four numbers between 0 and 255 separated by a period. The IP range is limited to a maximum of 65536 different addresses. Example: 1.13.145.255,11.1.0-255.0-255.
- Optional: To send an activation email to the user (or to reset a user's password and PIN), select Send Activation Email. You can also start the activation process manually in the Manage Users window. to enable this feature, contact customer support.
- Optional: If an identity provider should be used (e.g. Opti ID), select it in the field Set an Identity Provider to be used for login.
- Click Manage Permissions….
- In the Assign Roles area, you can assign one or more roles to the user.
Tip
You cannot assign or revoke individual permissions. Create a new role or contact customer support.
- In the Available Roles list, on the left side of the screen, click the roles you want to assign to the user and then click >. The following roles are available:
Role | Properties |
|---|---|
Administrator | Has all available permissions (except for additional functions) and can create additional users. |
Editor | Standard user including permission to manage recipient lists and recipient history. |
Author | Editor without sending rights. |
Assistant Author | Editor without sending, export and import rights. |
Report Analyst | Can create and output reports with Deep Analytics. Has no other permissions. |
Interface Programmer | Has access to all relevant areas for working with Optimizely's APIs. |
Note
You can only see and assign roles if you have all permissions for this role. You can create your own roles under Administration > Roles. You cannot assign or revoke roles that contain permissions that you do not have yourself.
- In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
- Click Confirm. A summary appears.
- Click Finish. An overview of the assigned user permissions appears.
Tip
The new user must activate the user account with a personal activation key. To get the activation key contact customer support.
managing-users.mdxEditing users
- Open the Manage Users window.
- In the Client drop-down list, select the client whose user you want to edit.
- Select one or more users and click Manage Permissions….
Note
You can only assign roles when editing multiple users. You cannot grant or revoke individual permissions.
- In the Assign Roles area, you can assign one or more roles to the user.
Tip
You cannot assign or revoke individual permissions. Create a new role or contact customer support.
- In the Available Roles list, on the left side of the screen, click the roles you want to assign to the user and then click >.
- In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
- Click Confirm.
- Click Finish.
managing-users.mdxEditing user properties
To edit user properties, such as language, gender, name or telephone number, do the following:
- In the Client drop-down list, select the client whose user you want to edit.
- Select a user and click Edit User Properties….
- Edit the user properties and click Finish.
managing-users.mdxManaging clients for users
To display the clients for which a specific user is authorized, open the Clients for Users tab and click the appropriate user in the Users list.
Tip
To assign a new client to a user, click Assign New Client…. The Manage Permissions window opens.
To edit an existing client, select one or more client check boxes that you want to assign to the user.
- Click Manage Permissions….
- In the Assign Roles area, you can assign one or more roles to the user.
- In the Available Roles list, on the left side of the screen, click the role you want to assign to the user and then click >.
Note
You cannot assign or revoke roles that contain permissions you do not possess yourself.
- In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
- Click Confirm. A summary appears.
- Click Finish. A summary appears.
Tip
You cannot assign or revoke individual permissions. Create a new role. If you require additional permissions for your work with Optimizely Campaign, or if you need permissions for additional clients or sub-clients, contact an administrator or customer support.