Add team members to Optimizely PIM

As a PIM administrator, you can add, edit, lock and delete product team members. You can also assign and manage what they can access in PIM.

First, add any team members who will help to initially configure property groups, properties and product templates in PIM. Hold off on adding any other team members, for example merchandisers, until after this configuration. Then, use the Property used for product assignment setting to determine 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 drop-down, radio button or multi-select control type.

1. Click Configure on the top menu bar.
2. Click the Settings tab. The Settings page appears.
3. Select an option from the Property used for product assignment drop-down list. You can select a listed property or choose product template.
4. Click Save.

Create team members

As an administrator, you can add product team members to PIM and set their permissions.

1. Click Configure on the top menu bar.
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 on the top menu bar.
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,

1. Click Configure on the top menu bar.
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.
Note: 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.
6. Click Save.

Lock team members

As an administrator, you can lock team members out of PIM.

1. Click Configure on the top menu bar.
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

As an administrator, you can delete team members from PIM.

1. Click Configure on the top menu bar.
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.