Permissions

  • Updated
If your organization migrated to Opti ID, you must manage users in Opti ID. See the Opti ID user documentation.

By configuring access rights in Optimizely Content Management System (CMS), you can control what visitors and users can see and do on the website and in the user interface. For example, you can control which pages visitors see and if they can add product reviews on an ecommerce site. For users, you can control which functionality user groups should access and what they can do, such as create, edit, publish pages and mailings, or do administrative tasks.

Different parts of the Optimizely platform have different built-in roles and groups used to control authentication and authorization on a granular level. Developers usually set up permissions during implementation and service onboarding. You need to have administrator access to configure access rights in Optimizely.

Front-end access

You can control which parts of the website content structure should be available to all visitors and which parts should only have restricted access to logged-in users. You can also let visitors post comments on the site through access rights. See Access rights in CMS.

User interface access

Top menu

What you see in the top menu of CMS when logged in depends on which product you have selected and your permissions. During onboarding and set up of CMS, the top menu is configured, and access rights are defined for different user groups. You can switch between products by using the top menu. Parts of the platform may also be accessed through a specific URL.

CMS global menu

Features

Click the product switcher in the top menu to select a product. The top menu displays the functionality areas for each product. The options you see depend on your permissions. In CMS, for example, you will see available options Edit, Admin, Reports, and Audiences (formerly Visitor groups) if you have administrator access. Users with only editor access will not see the Admin option.

Access to functionality

See the following sections for information depending on the products in your implementation.

Optimizely Content Management System

See Access rights in Optimizely Content Management System (CMS) for how to manage access rights for website content.

Optimizely Customized Commerce

See Access rights in Optimizely Customized Commerce for controlling access to product catalogs, discounts, and order management.

Optimizely Campaign

See User management in Optimizely Campaign for managing access rights for users and mailing clients.

Optimizely Search & Navigation

See Access rights in Optimizely Search & Navigation for configuring access to search optimization features.

Optimizely Personalization

See Optimizely Personalization, Optimizely Visitor Intelligence, and Audiences for working with access rights for personalization features.

Optimizely Apps

Applications (apps) are plug-ins for extending CMS. Apps may have specific user groups defined to access the functionality. See each app to find out more.