Add team members to Optimizely Product Information Management

  • Updated

You can add, edit, lock, and delete product team members as an administrator in Optimizely Product Information Management (PIM). You can also assign and manage what they can access in the PIM.

First, add any team members who will help to initially configure property groups, properties, and product templates in the PIM. Wait to add any other team members until after this configuration, such as merchandisers. Under the Property used for product assignment setting, decide which product property or product template to use for assigning products to merchandisers. For example, you may want different merchandisers to be responsible for products from certain vendors or brands.

Assign property used for product assignment

This setting only shows properties that are globally required and use a dropdown, radio button, or multi-select control type.

  1. Click Configure.
  2. Click the Settings tab.
  3. Select an option from the Property used for product assignment dropdown list. You can select a listed property or choose product template.
  4. Click Save.
Changing the property used for product assignment will clear current assignments for all team members, preventing team members with merchandiser and manager roles from editing or approving products until they are assigned values from the new property.

Create team members

  1. Click Configure.
  2. Click the Team Members tab. The Users page appears.
  3. Click Invite. The Details page appears.
  4. Enter the team member's email address.
  5. Enter the team member's first and last name.
  6. Select either Administrator, Manager, or Merchandiser for the User Account Access role.
  7. Select Product Importer and/or Asset Manager for team members with the manager or merchandiser roles, if they should have additional access.
  8. Click Invite. This sends a system email to the team member with their login instructions.

Edit team members

As an administrator, you can edit product team member information and manage their permissions.

  1. Click Configure.
  2. Click the Team Members tab. The Users page appears.
  3. Click a team member's email address. The Details page appears.
  4. Edit the team member's information, as needed.
  5. Select either Administrator, Manager, or Merchandiser for the User Account Access role.
  6. Select Product Importer and/or Asset Manager for team members with the manager or merchandiser roles, if they should have additional access.
  7. Click Save.

Assign Products to Team Members

As an administrator, you can assign property values or product templates to team members with the Manager or Merchandiser role to determine which products they can modify or approve. For example, users with the Administrator role have access to everything and do not need product assignments.

    1. Click Configure.
    2. Click the Team Members tab. The Users page appears.
    3. Click a team member's email address. The Details page appears.
    4. Click the PIM tab.
    5. Select the checkbox beside each property value or product template to which the user should have access.
If the user is assigned both the Manager and Merchandiser roles, when assigning products, you must also select whether the user has edit (merchandiser) or approval (manager) permission for the assigned products.
  1. Click Save.

Lock team members

  1. Click Configure.
  2. Click the Team Members tab. The Users page appears.
  3. Click a team member's email address. The Details page appears.
  4. Click the Lock User link.
  5. Click Yes when the "Are you sure you want to lock this user?" message appears.

Delete team members

  1. Click Configure.
  2. Click the Team Members tab. The Users page appears.
  3. Click a team member's email address. The Details page appears.
  4. Click Delete.
  5. Click Yes when the Are you sure you want to delete this user? message appears.