Understand roles and permissions in Optimizely PIM

PIM includes a set of roles with corresponding permissions that manage access to certain functionality in the application. When you add users to PIM, you will want to ensure they have the correct level of permissions. Use this table to help you understand what each role can manage.

PIM Roles

There are three main PIM 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. Gives full access to all areas of PIM.
• Manager. Gives permission to delete or approve assigned products and to create or edit properties and product templates.*
• Merchandiser. Gives permission to edit assigned products.*
• Product Importer. Gives users with manager or merchandiser role additional permission to import products.
• Asset Manager. Gives users with manager or merchandiser role additional permission to import assets and access the assets section of PIM.

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

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.

Set Up Products - Access and modify the Properties and Product Templates tab on the Configuration page.

Manage Categories - Ability to add, import, edit, and delete categories.

Create Products - Ability to create products.

Import Products - Access the Imports page and the ability to import products.

Edit Products - Ability to edit all (Admin role) or assigned (Manager, Merchandiser) products and archive them.

Delete Products - Ability to delete all (Admin role) or assigned (Manager, Merchandiser) archived products

Approve Products - Ability to approve products assigned to the user.

Create Assets - Ability to create and import assets.

Edit Assets - Ability to edit asset metadata.

Delete Assets - Ability to delete assets.