Groups

  • Updated

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.

A group lets you organize users with similar roles or entitlements that reflect your internal organizational structure or teams. Some organizations create groups that match their Entra ID set-up. 

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

See also Users, Roles, and Invitations.

Add group

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.

    groups-1.png

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

      groups-2.png

    • Products tab –
      • Select a product instance from the Add Product Instance menu. The following image shows Optimizely DXP platform
      • Select one or more roles from the Add Product Instance menu. The following image shows four roles selected for the CMP Analysts group in the Optimizely Content Marketing Platform instance.

        groups-3.png

      • Select another tab or click Save
    • Details tab – Enter a description of the group. 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.

      groups-4.png

  3. Click Save. The description displays on the Groups list page. 

    groups-5.png

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 (...).

    OptiID-Delete-Group.png

  3. Confirm deletion.

    OptiID-Delete-Group-confirmation.png