Manage collaborators in Optimizely Web Experimentation

  • Updated
This topic describes how to:
  • Set up user-based roles and permissions in Optimizely Web Experimentation
  • Add or remove collaborators (users) to your account

In Optimizely Web Experimentation, users are called collaborators. Collaborators have different levels of permission. Use the collaborator roles to manage user-based permissions and access to your Optimizely Web projects. These roles are especially useful when there are multiple people working on the same project or campaign.

This article is about collaborator roles in Optimizely Web Experimentation only. If you are looking for information on Optimizely Feature Experimentation, please see our developer documentation.

The collaborator roles are:

  • Administrators have full access to all projects and account billing information. They can also add and remove other administrators. If you make someone an administrator, they are one on every project. If you change an administrator to any other role, they lose all privileges on other projects.

  • Project owners can create, edit, publish, start, and pause experiments and campaigns. A project can have more than one project owner. Project owners can also create new projects and invite editors and viewers to the projects they own.

    If you want to restrict collaborator access to specific projects, give them the Project Owner role for those projects. This way, they can only access the experiments within the specific projects to which they have been assigned.
  • Publishers can create, edit, publish, pause, and unpause experiments and campaigns; view results; and create and modify audiences, metrics, and pages. A publisher has full power to create, start, and stop experiments, but cannot change the configuration settings for the project, e.g. the snippet.

  • Restricted publishers have a limited version of the publisher role. A restricted publisher can only use pre-made extensions to create experiments. They cannot use the Visual Editor or Code Editor. Otherwise, they have the same abilities as a publisher.

  • Editors can create pages and events; create and modify audiences, and create and edit non-running campaigns. Editors can create experiments, but can't start them. They can also view results.

  • Restricted editors have a limited version of the editor role. A restricted editor can only use pre-made extensions, and cannot use the Visual Editor or code editor. Otherwise, they have the same abilities as an editor.

  • Viewers can preview campaigns and view results.

Most of the collaborator roles in Optimizely Web Experimentation are project-specific, meaning that you can have different collaborator statuses across different projects. However, this also means that collaborator roles need to be managed per project, so if you want to change someone's Editor status to a Viewer in multiple projects, this needs to be done for every project separately.

One exception to the above rule is the Administrator role. This role gives complete access to the entire account and, as such, all projects linked to that account. If you make a collaborator an Administrator in an account, this is applicable across all projects. Similarly, if you downgrade the status of an existing Administrator, this applies to all projects.

Access by collaborator role

Roles are listed in order of most permissions (left) to least (right).



Project Owner






Experiments and campaigns












Start and pause







Archive and delete









Edit and archive





Events and tags


View events

Create events


Edit and archive events







Create only





Create and edit








Create and edit












Project Settings


Add collaborators


Change snippet settings









Account Settings



Edit Cross-Origin Settings


View and pay bills


* Can only make changes within a variation using extensions

** Can draft changes but cannot publish them

*** On projects for which they are an owner

Add a collaborator

Here is how to add a collaborator, with step-by-step instructions below:


  1. Navigate to the Settings dashboard.

  2. Select the Collaborators tab and click New Collaborator.

  3. Enter the collaborator's email address and select their role and language.

  4. Click Invite to multiple projects... and select the projects you want to invite the collaborator to.

  5. Click Invite.

Remove a collaborator

Here is how to remove a collaborator, with step-by-step instructions below:


  1. Navigate to the Settings dashboard.

  2. Select the Collaborators tab.

  3. Click the collaborator you want to remove.

  4. In the Collaborator Details panel at the right of the screen, click Remove From Project or Remove From Account.

  5. In the Remove from Project or Remove from Account dialog box, click Remove From This Project or Remove From All Projects.