Set user roles and permissions

  • Updated

You can determine which features your users can access by assigning specific roles and permissions. These options are assigned when your create a new user on the Account Settings > Users & Permissions page. An administrator can also edit user roles and permissions at any time.

If you have the User Admin permission in your Optimizely Data Platform (ODP) account, you can create new users, customize user access and remove users from your account on the Account Settings > Users & Permissions page.

User roles

All of the user roles allow access personally identifiable information (PII). The roles just restrict which type of PII each user can access in Optimizely Data Platform (ODP). There are three options:

  • Marketer – Provides access to campaign creation, campaign launch, campaign metrics, preference centers, sender profiles, filters, reports and the activity log. Give this role to users who are responsible for creating and launching campaigns.
  • Integrator – Provides access to integrations, domains & IPs, APIs, field creation, filters, reports and the event inspector. Give this role to users who are responsible for setting up the account.
  • Analyst – Provides access to campaign metrics, reports, attribution, funnels and filters. Give this role to users who need to perform additional custom analysis.

User permissions

There are two options:

  • All Access – Access to all account features and information. This role does not include the ability to add, edit or remove users. Therefore, users with this permission will not see the Account Settings > Users & Permissions page.
  • User Admin – Ability to add, edit or remove other users. This permission is applied on the account-level role and cannot be given to users for individual scopes. Users with this permission will have access to the Account Settings > Users & Permissions page.

Assign multiple roles

You can give multiple roles or permissions to an individual user. For example:

  • Assign both the Marketer and Analyst roles to give marketers more technical data analysis.
  • Assign both the Marketer and Integrator roles for the initial account setup.
  • Give those with the Integrator role the User Admin permission if they are providing access to ODP.

Add a user

  1. Go to Account Settings > Users & Permissions.
  2. Click Create New User.
  3. Input the user's Name and Email.
  4. Select the user's roles and permissions. You must select at least one role.
  5. Apply the desired user scopes. You must select at least one scope.
  6. Click Save.

The new user should receive an email welcoming them to your account and prompting them to activate their credentials. If the new user does not receive a welcome email within five minutes of being added to your account, please ask them to check their Junk/SPAM folder. If the welcome email is still missing, please reach out to support.

Edit a user

  1. Go to Account Settings > Users & Permissions.
  2. Use the search bar and All Scopes dropdown menu to locate the desired user.
  3. Select the Edit icon by the user's name and make the desired changes.
  4. Click Save.

Remove a user

  1. Go to Account Settings > Users & Permissions.
  2. Use the search bar and All Scopes dropdown menu to locate the desired user.
  3. Select the Delete icon by the user's name.
  4. Click Delete to confirm the removal. The user will no longer have access to your ODP account.