Overview of the Opti ID Admin Center

4 min

The Opti ID Admin Center provides a single place to manage users across all Optimizely platform products.

Users – Create and apply individual access to products through Opti ID. When you create a user, you can specify the groups to which you want the user to belong.

Roles – Determine the level of access each user has for the Opti ID Admin Center and other Optimizely products and instances.

Groups – Organize users into groups so that instead of applying the same products and permissions to individual users, you can apply them to a group and then add and remove users to and from the group.

Aside from managing users, roles, and groups, you can also manage Optimizely Content Marketing Platform (CMP) or Optimizely Collaboration teams, view usage and billing dashboards for select Optimizely products, and use the activity log to monitor user activities, like logins, account updates, and more.

Manage users

Note

Opti ID is only for users of Optimizely products.

You can manage users from the Product Access page and the Users page in the Opti ID Admin Center. Both locations let you invite users, view user details, edit access, and remove or delete users. See the Manage users article. To download a list of users, see Export a list of users from the Opti ID Admin Center.

Manage roles and permissions

You can manage roles and permissions on the Roles page in the Opti ID Admin Center.

Roles determine the permission level for users in the Opti ID Admin Center and Optimizely products. System roles for each product are in the Admin Center by default. You can add custom roles to support individuals who manage multiple product instances with the same entitlements.

You are presented with the most relevant page as your starting point based on your Opti ID Admin Center role. See Roles and permissions for a list of system roles and their descriptions. See Manage roles in the Admin Center for information on viewing, creating, and deleting roles.

Manage groups

You can manage groups on the Group Access page. See the Manage groups article.

In Opti ID, user access to any entitled product is done using groups. A group contains users, products, and roles. In the Opti ID Admin Center, you can create a group and assign it product entitlements, roles per product, and users. After logging into Opti ID, a user can access any products assigned to any group they belong to. Access to the product is constrained by the roles assigned for that product in the group.