Manage teams in the Admin Center
Opti ID streamlines the management of your Content Marketing Platform (CMP) and Optimizely Collaboration teams. This article explains how to create and modify teams, helping you organize users and control access within CMP and Optimizely Collaboration.
Create a team
Note
You must have the Super Admin role to create a team.
- Go to Teams in the Admin Center.
Note
Alternatively, to automatically populate the product and instance context when creating at team, complete the following:
- Go to Products.
- Select CMP or Collaboration.
- Select an instance.
- Click the Teams tab.
- Click Create A Team.
- Complete the following:
- Name – Enter a name for the team.
Important
The team name must be unique across all your instances within your organization.
- Description – (Optional) Enter a description for the team.
- Product – Select the product (must be Content Marketing Platform or Collaboration).
- Instance – Select the product instance in which you want to create the team.
Note
You cannot edit the Product or Instance after you create a team. To change the Product or Instance, you must delete and create a new team.
- Users – Search for and select the users you want to add to the team.
- Click Save.
View or edit team details
- Go to Teams in the Admin Center. On the Teams Access page, you can search and filter for specific teams, view the product and instance each team is associated with, see the number of users in each team, and see when each team was created and modified.
- Find and select a team to view its details.
- Click Edit to adjust the team's name, description, or users.
Note
You cannot edit the Product or Instance after you create a team. To change the Product or Instance, you must delete and create a new team.
- Click Save.
Check if a user belongs to a team
To check if a user belongs to a team, you can view the team details as described previously, or you can go to the user's account details to view a list of their associated teams.
Access the user in one of the following locations:
- Go to Users and select a user.
- Go to Products, select a product (and optionally an instance), select the Users tab, and then select a user.
The User pane includes a Teams section if the user belongs to any teams.
Delete a team
- Go to Teams in the Admin Center.
- Find the team you want to delete and click More options (...) > Delete team.
- Click Confirm.
Automatic migration to the new experience
Note
This section only applies to users who previously configured teams in CMP.
If you previously used teams in CMP, Opti ID automatically migrates your existing teams to the Opti ID Admin Center, preserving all team memberships and user access while introducing a streamlined management interface.
The following remain unchanged:
- Team members – Team members remain in their original teams after migration.
- Instance permissions and role assignments – Teams retain the same instance and role assignments.
- Login and reauthentication – Login or reauthentication is not required.
- User groups – The migration does not affect user groups created outside of teams.
After migration, you must manage teams in the Opti ID Admin Center.
Team names
Most teams retain their original name. The migration only renames your teams in the following scenarios:
- Duplicate name with a separate user group – When a team and a separate user group share the same name, the system automatically renames the team by appending (legacy team). For example, if both a team and a user group are named Engineering, the system renames the team to Engineering (legacy team). The user group name remains unchanged. The system preserves all team members and access rights.
- Duplicate team names across instances – Team names must be unique across all instances within your organization. When a team in one instance shares a name with a team in another instance within the same organization, the system automatically renames the team by appending the instance name to the team name. For example, if a team named Marketing exists in the Production instance, and a team named Marketing also exists in the Sandbox instance, they are renamed Marketing (Production) and Marketing (Sandbox), respectively.