Set up users and groups

The administrator view provides a single place to manage users across all products of the Optimizely platform, and eliminates the overhead of managing users in each separate product. Administrators can create users and groups and assign access permissions.

Opti ID administrator view

The administrator view shows information about users and groups, including the number of users in each group. You can also set up single sign-on (SSO) settings from the administrator view.

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

Create group

If you have multiple products, you can create a group for each. Another way to structure groups would be roles such as Editors, Approvers, and Publishers.

By default, there are two groups set up for your account:

• Everyone
• Administrators

Users are automatically added to the Everyone group in your organization, which lets you add a user to one or more groups without having to create the same user multiple times.

1. Go to User Manager > Groups tab. A list of groups displays the name, number of users in the group, and created and modified dates.

   

2. Click Add Group. The Create New Group panel displays.
   • Group Name –  Enter the name of the group, such as Marketing Group.
   • Users tab – Enter the name of a user you want to add to the group. As you type, user names display. Select the user you want and the user is added to the group list. (Click Delete (icon) to remove the user from the list.)

     

   • Products tab – Select a product from the Add Product Instance menu and click Add. The product is added to the list of products that are available to the group.
     There can be multiple instances of a product that represent various types of environments.

     

   • Details tab – Enter a description of the group, which displays on the Groups list page. By adding a description, you can distinguish groups from one another as you grow your list. The description appears beneath the group name in the group list.

     

3. Click Save.

   

Delete group

When you delete a group, the group is removed from the group list and from user profiles.

1. Go to User Manager > Groups tab. A list of groups displays the name, number of users in the group, and created and modified dates.
2. Select Delete group... from the options menu (...).
   

Create user

You can add users from the following places.

• From the Users tab, click Add User.
• From a group, select Add user to group... from the options menu (...).

1. Go to User Manager > User tab.
2. Click Add User. The Create New User panel displays.
3. Enter the following:
   • First Name – Enter a first name.
   • Last Name – Enter a first name.
   • Email – Enter the user's email address.
   • Add Groups  – All users are part of the Everyone group. You can select from a list of available groups to which this use should belong and click Add to add the group to the user profile.
     If you want to add a user to a group that does not yet exist, click Save to place the user in the Everyone group. You can later add the user to a new group after it is created.

     

4. Click Save.

Edit user

To edit user information,

1. click on a name in the user list.
2. The Edit user panel displays.
   
3. Click Edit and modify the information.
4. Click Save.

Delete user

Delete a user from a group

When you delete a user from a group, the group is removed from the user profile. (You may need to refresh the page to see the removal of the group.)

1. Go to User Manager > Groups tab. A list of groups displays the name, number of users in the group, and created and modified dates.
2. Select a group and click Edit to modify the group. 
3. On the Users tab, click Delete (icon) next to the user that you want to remove from the group.
   
4. Click Save.

Delete a group from a user

When you delete a group from a user, the user is removed from the group membership.

1. Go to User Manager > User tab.
2. Select a user and click Edit to modify the user record. 
3. In the groups list at the bottom of the user panel, click Delete (icon) next to the group that you do not want to user to be a member of. You cannot delete the Everyone group from a user's record.