Manage collaborators

13 min

Optimizely Web Experimentation

Optimizely Personalization

Optimizely Performance Edge

Important

If your organization migrated to Opti ID, you must manage users in Opti ID. See Manage roles and permissions in Opti ID and other user management options in the Opti ID Admin Centeruser management options in the Opti ID Admin Center.

Optimizely Web Experimentation, Optimizely Performance Edge, and Optimizely Personalization call users collaborators. Collaborators have different levels of permission. Use the collaborator roles to manage user-based permissions and access to your Optimizely projects. These roles are especially useful when multiple people are working on the same project or campaign.

Note

If you are looking for information on Optimizely Feature Experimentation, see CollaboratorsCollaborators.

The collaborator roles are the following:

Administrators – Full access to all projects and account billing information, including access to create projects. They can also add and remove other administrators. Administrators are one on every project. If you change an administrator to any other role, they lose all privileges on other projects.

Project owners – Create, edit, publish, start, and pause experiments and campaigns. A project can have more than one project owner. Project owners can also create projects and invite editors and viewers to the projects they own.

Note

If you want to restrict collaborator access to specific projects, give them the Project Owner role for those projects. This way, they can only access the experiments within the specific projects to which they were assigned.

Publishers – Create, edit, publish, pause, and unpause experiments and campaigns; view results; and create and modify audiences, metrics, and pages. A Publisher can create, start, and stop experiments but cannot change the configuration settings for the project, such as the snippet.

Restricted publishers – Only use pre-made extensionsextensions to create experiments, and cannot use the Visual EditorVisual Editor or code editorcode editor. Otherwise, they have the same abilities as a Publisher.

Editors – 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 – Only use pre-made extensions and cannot use the Visual EditorVisual Editor or code editorcode editor. Otherwise, they have the same abilities as an Editor.

Viewers – Review campaigns and view results.

Most collaborator roles are project-specific, giving you different collaborator statuses across different projects. However, this also means you must manage collaborator roles per project. If you want to change someone's Editor status to a Viewer in multiple projects, you must do this for every project separately.

The Administrator role is the exception. This role gives complete access to the entire account, including all linked projects. If you change a Collaborator's role to an Administrator, this applies across all projects. Similarly, if you downgrade the status of an existing Administrator, this applies to all projects.

Access by collaborator role

Roles are listed in order of most permissions (left) to least (right).

Experiments and campaigns

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Edit	Yes	Yes	Yes	Yes*	Yes**	Yes*	No
Create	Yes	Yes	Yes	Yes*	Yes	No	No
Start and pause	Yes	Yes	Yes	Yes*	No	No	No
Publish	Yes	Yes	Yes	Yes	No	No	No
Archive and delete	Yes	Yes	Yes	Yes	No	No	No
Create catalogs and recommenders	Yes	No	No	No	No	No	No

Pages

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create	Yes	Yes	Yes	Yes	Yes	Yes	No
Edit and archive	Yes	Yes	Yes	No	No	No	No

Events and tags

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View events	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create events	Yes	Yes	Yes	Yes	Yes	Yes	No
Edit and archive events	Yes	Yes	Yes	No	No	No	No

Extensions

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
Create only	No	No	No	Yes	Yes	Yes	No
Create and edit	Yes	Yes	Yes	No	No	No	No

Audiences

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create and edit	Yes	Yes	Yes	Yes	Yes	No	No

Results

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reset	Yes	Yes	Yes	No	No	No	No

Project Settings

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
Add collab-orators	Yes	Yes	No	No	No	No	No
Change snippet settings	Yes	Yes***	No	No	No	No	No
Integrations	Yes	Yes	No	No	No	No	No
Create projects	Yes	Yes	No	No	No	No	No

Account Settings

	Administrator	Project owner	Publisher	Restricted publisher	Editor	Restricted editor	Viewer
View	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Edit Cross-Origin Settings	Yes	No	No	No	No	No	No
View and pay bills	Yes	No	No	No	No	No	No

Note

* Can only make changes within a variation using extensions.

** Can draft changes, but cannot publish them.

*** On projects for which they are an owner.

Add a collaborator

Go to Settings > Collaborators.

Click Invite a Collaborator.

Enter the collaborator's email address and select their label (role) and language.

Click Invite to multiple projects and select the projects you want to invite the collaborator to.

Click Invite.

Remove a collaborator

Go to Settings > Collaborators.

Click the name of the collaborator you want to remove.

Click Remove From Project or Remove From Account in the Collaborator Details panel.

Click Remove From This Project or Remove From All Projects.