PIM roles and permissions

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Optimizely Product Information Management (PIM) includes a set of roles with corresponding permissions that manage access to certain functionality in the application. When you add users to the PIM, you should give them the correct level of permissions. Use this table to understand what each role can manage.

Roles

The PIM has three main roles: Administrator, Manager, and Merchandiser. You can add the Product Importer and Asset Manager roles to users with the Manager or Merchandiser roles to grant additional permissions to these users.

  • Administrator – Full access to PIM.
  • Manager – Delete or approve assigned products and create or edit properties and product templates. Requires property value or product template assignments to determine which products specific team members can manage.
  • Merchandiser – Edit assigned products. Requires property value or product template assignments to determine which products specific team members can manage.
  • Product Importer – Import products.
  • Asset Manager – Import assets and access the assets section of the PIM.
Users created before the addition of roles are assigned the Administrator role. Manually modify their permissions to limit access.

Permissions

  • PIM Admin – Access and modify the Settings and Team Members tabs on the Settings page.
  • Set Up Products – Access and modify the Properties and Product Templates tabs on the Data Setup page.
  • Manage Categories – Add, import, edit, and delete categories.
  • Create Products – Create products.
  • Import Products – Access the Imports page and the ability to import products.
  • Edit Products – Edit (Admin role) or assign (Manager, Merchandiser) products and archive them.
  • Delete Products – Delete (Admin role) or assign (Manager, Merchandiser) archived products.
  • Approve Products – Approve products assigned to the user.
  • Create Assets – Create and import assets.
  • Edit Assets – Edit asset metadata.
  • Delete Assets – Delete assets.
  Administrator Manager Merchandiser Product Importer Asset Manager
PIM Admin Yes No No No No
Set Up Products Yes Yes No No No
Manage Categories Yes Yes Yes No No
Create Products Yes Yes Yes No No
Import Products Yes No No Yes No
Edit Products Yes Yes Yes No No
Delete Products Yes Yes No No No
Approve Products Yes Yes No No No
Create Assets Yes No No No Yes
Edit Assets Yes No No No Yes
Delete Assets Yes No No No Yes
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