Manage collaborators in Feature Experimentation

Invite collaborators to your Optimizely Feature Experimentation project to let your team manage flags and experiments. After adding your teammates as collaborators, you can give them Granular roles and permissions to set fine-grained access controls for the entities in your project.

Collaborators

Collaborators are users who

• log in to the Optimizely application.
• utilize an Optimizely Feature Experimentation API where authentication is required.
• somehow interact with an Optimizely interface by logging in or through an API.

People who maintain Optimizely code in a codebase but never log in or use credentials within Optimizely are not considered collaborators.

Invite collaborators

1. Go to Settings > Collaborators.

2. Click Invite a Collaborator. 

   

3. Enter the email addresses of your collaborator, select their permission levels, and select the language. You can also invite collaborators to multiple projects at once.

4. (Optional) Click Plus to add additional collaborators. 

   

Permissions

Each role includes the permissions for the one before it.

• Viewer – Read-only access and cannot modify flags or rules.

• Editor

  • Non-production environments (like Development or Staging) – Can manage flags and rules.

  • Production environments (Primary environment) – Can manage flags and rules but cannot launch flags. When the flag is turned on by a Publisher or higher, an Editor cannot turn the flag off, pause a rule, adjust traffic, change the variations, add or remove metrics, or change audiences.

    In the primary (production) environment, Editors can only create rules before the ruleset is published. After publishing, Editors cannot modify the ruleset.

  See Manage environments for information.

• Publisher – Can launch flag rules in production (primary) environments.
• Project Owner and Administrator – Full permissions and can manage account settings.

* In production environments, Editors can create flags and rules but cannot launch a flag, pause a rule, adjust traffic, change the variations, add or remove metrics, or change audiences.

In non-production environments, Editors have full access to all aspects of flags and rules. You should use the Editor role to restrict access to production environments while allowing full access to development or staging environments.

** Editors can edit audiences in flags set to Draft. But, once the flag is started and updated to Running, you need to be a Publisher or higher in order to edit the audience. If the flag is changed to Paused, Editors can edit audiences again. See Manage flags for information on flag statuses.

Update a collaborator's permissions

1. Go to Settings > Collaborators.
2. Click on a collaborator.

3. Select the new role from the Role drop-down list. 

   

Remove collaborators

1. Go to Settings > Collaborators.
2. Click on a collaborator.
3. Click Remove From Project or Remove From Account in the collaborator details.
   • Remove From Project – Removes the collaborator from the selected project.
   • Remove From Account – Removes the collaborator's access to all projects.

Set granular roles

After adding collaborators to your project, use Granular roles and permissions to set access control to the environments and flags in your project.