Understand roles and permissions in Optimizely Product Information Management

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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

There are three main roles in the PIM: 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 all areas of the PIM.
  • Manager – Delete or approve assigned products and create or edit properties and product templates.*
  • Merchandiser – Edit assigned products.*
  • Product Importer – Import products.
  • Asset Manager – Import assets and access the assets section of the PIM.

*Roles require property value or product template assignments to determine which products specific team members can manage.

Users created before the addition of roles are all assigned the Administrator role. Manually modify their permissions to limit access.

Permissions

 
PIM
Admin
Set Up
Products
Manage
Categories
Create
Products
Import
Products
Edit
Products
Delete
Products
Approve
Products
Create
Assets
Edit
Assets
Delete
Assets
Administrator Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Manager

 No Yes Yes Yes No Yes Yes Yes No No No

Merchandiser

 No No Yes Yes No Yes No No No No No
Product Importer No No No No Yes No No No No No No
Asset Manager No No No No No No No No Yes Yes Yes

PIM Admin – Access and modify the Team Members and Settings tabs on the Configuration page.

Configure Products – Access and modify the Properties and Product Templates tab on the Configuration 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 all (Admin role) or assigned (Manager, Merchandiser) products and archive them.

Delete Products – Delete all (Admin role) or assigned (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.