Initial technical contact login
The technical contact is the primary user that Optimizely identifies when it provisions your organization for an Optimizely product. If your organization uses multiple Optimizely products, you may have multiple technical contacts. For organizations using Opti ID, the technical contact is usually the first user to configure their account and log in. They are then responsible for configuring Opti ID for the rest of your organization.
If you plan to configure your own single sign-on (SSO) with Opti ID, you must complete the initial technical contact login first, and then configure SSO and the rest of Opti ID.
If the technical contact is no longer your organization or product's point of contact, an administrator can update the technical contact in the Admin Center, or you can notify your Optimizely CSM to update the information.
Initial technical contact login
The technical contact must accept their invitation to join Opti ID in the welcome email, activate their account using the activation email, create a password to access Opti ID, and then log in to Opti ID using that password.
Your organization may need to allowlist Optimizely to ensure you receive these emails.
For a step-by-step, interactive demo of these log in instructions, see How to log in to Opti ID.
- You receive a welcome email from Optimizely with the subject Welcome to Optimizely!
- Locate the welcome email in your inbox and click Get Started. If you do not see it, check your spam folder.
To avoid this email going to your spam or quarantine folder, add [email protected] to your allowlist. For help, see Troubleshoot issues receiving activation emails.
- Click Accept Invitation.
- This triggers an Okta-generated activation email for logging in and creating a password. Locate the activation email in your inbox and click Activate Optimizely Account. If you do not see it, check your spam folder.
To avoid this email going to your spam or quarantine folder, add [email protected] to your allowlist. For help, see Troubleshoot issues receiving activation emails.
- Follow the prompts to configure your password.
- Log in to Opti ID using the password you just created.
You have completed step 1 of getting started with Opti ID. To configure Opti ID for your organization, proceed with your chosen option (local login, SSO without SCIM, or SSO with SCIM) and follow the steps in the following articles:
- All Optimizely products except CMS – Get started with Opti ID
- CMS 12 – Configure Opti ID for CMS 12