Initial technical contact login

  • Updated

The technical contact is the primary user identified when your organization is provisioned for an Optimizely product. If you have multiple products, you may have multiple technical contacts. When your organization is set up with Opti ID, the technical contact is usually the first user in your organization to get set up and log in to Opti ID. They then configure Opti ID for the rest of your organization.

If you plan to configure your own single sign-on (SSO) with Opti ID, you must complete the initial technical contact login first, and then configure SSO and the rest of Opti ID.

Initial technical contact login

The technical contact must accept their invitation to join Opti ID in the welcome email, activate their account using the activation email, create a password to access Opti ID, and then log in to Opti ID using that password.

Your organization may need to whitelist Optimizely to ensure you receive these emails.

For a step-by-step, interactive demo of these login instructions, see How to log in to Opti ID.

  1. You receive a welcome email from Optimizely with the subject Welcome to Optimizely!
  2. Locate the welcome email in your inbox and click Get Started. If you do not see it, check your spam folder.
    To avoid this email going to your spam or quarantine folder, add noreply@optimizely.com to your whitelist. For help, see Troubleshoot issues receiving activation emails.
  3. Click Accept Invitation.
  4. This triggers an Okta-generated activation email for logging in and creating a password. Locate the activation email in your inbox and click Activate Optimizely Account. If you do not see it, check your spam folder.
    To avoid this email going to your spam or quarantine folder, add noreply@login.optimizely.com to your whitelist. For help, see Troubleshoot issues receiving activation emails.
  5. Follow the prompts to set up your password.
  6. Log in to Opti ID using the password you just created.

Now you have completed step 1 of getting started with Opti ID. Continue the steps for your chosen option (local login, SSO without SCIM, or SSO with SCIM) in one of the following articles to configure Opti ID for the rest of your organization.

Use your organization's SSO with Opti ID

When users are created, they are assigned a home organization. When the technical contact has enabled SSO for their organization, and they subsequently create users, all users (including the technical contact) must follow the login requirements (such as optional domain-based authentication) for the home organization and can no longer log in with their original activation password credentials (local login).

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For information on configuring SSO for your organization, see the Overview of configuring your own SSO for Opti ID.