Managing roles

This topic describes how to manage roles. A role is a permission profile you can assign to individual users. A role may contain the same permissions as an individual user. Permissions cannot be inherited, as in user management.

In your client The working environment of Optimizely Campaign. A client is a stand-alone and closed system that serves to organize your mailings. Campaign users can use one or more clients for your scenario., you can define roles for specific tasks or projects to simplify the process of managing individual users. After defining a role, you can assign it to a user permanently or for a specified period of time, for example, for holiday replacements or temporary users.

Permissions in roles do not apply if

  • A permission is explicitly revoked from the user.
  • A main permission is explicitly revoked from the user, and this is inherited to the sub-permissions.
  • A main permission, that is inherited to the current client, is explicitly revoked from the user in a main client.

To manage roles, open the Optimizely Campaign menu and select Administration > Roles.

Creating roles

If you create roles in a client with sub-clients, these roles automatically apply to the sub-clients.

  1. In the Roles window, click Create….

    Image: Create role

    Image: Properties

  2. In the Role Name field, enter a name for the role.
  3. In the Permissions area, click the permission you want to assign to this role.

    You can only assign permissions, not revoke them. In other words, roles contain only positive permissions.

  4. Click Create.

Editing roles

If you change a role that is assigned to one or more users, the change immediately affects those users.

  1. In the Manage Roles window, select a role and click Edit….
  2. In the Permissions area, click the permission you want to assign to this role.

    You can only assign permissions, not revoke them. In other words, roles contain only positive permissions.

  3. Click Save.

Deleting roles

You can delete a role only if no users are assigned to it. To see how a role is being used, click Show Usages.

  1. In the Manage Roles window, select a role and click Delete. A confirmation window opens.
  2. Click OK.

Showing usages

In the Manage Roles window, select a role and click Show Usages. The Role Usage window opens, displaying a list of users who are assigned this role.

You can also use this window to edit a user's permissions. To do so, select a user and click Edit User Permissions…. Next, follow the steps described in Users.