Managing users

This topic describes how to set up and manage user accounts, and grant user permissions. User permissions apply to clients 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. and or sub-clients. You can grant to the same user different permissions for different sub-clients (if sub-clients are being used) via roles. For example, grant the following permissions:

• Create mailings
• Edit mailings
• Send mailings
• Import recipients
• Clear recipient lists during import
• Export active recipients
• Export responses
• Export unsubscribers
• Export blocklist Recipients whose email addresses are on the blocklist will never again receive email from you. This applies even if recipients subscribe to newsletters again later. To reverse this status, remove the recipient from the blocklist.

See Managing permissions for more information about how to manage access rights for other parts of the Optimizely platform.

Managing users by clients

To manage users by clients, open the Optimizely Campaign menu and select Administration > Users. The Manage Users window appears.

Creating users

1. In the Client drop-down list, select the client you want to create a user for.
2. Click Create User….

   

3. Enter the user's email address (which serves as the user name), language, gender, first name, last name, and telephone number.

   You can optionally specify allowed IP addresses and IP ranges to restrict access to the user account.

   Enter one or more comma-separated IP addresses. The IP address must consist of four numbers between 0 and 255 separated by a period. The IP range is limited to a maximum of 65536 different addresses. Example: 1.13.145.255,11.1.0-255.0-255.

4. Optional: To send an activation email to the user (or to reset a user's password and PIN), select Send Activation Email. You can also start the activation process manually in the Manage Users window.

   To enable this feature, contact customer support.

   

5. Click Manage Permissions….
6. In the Assign Roles area, you can assign one or more roles to the user.

   You cannot assign or revoke individual permissions. Create a new role or contact customer support.

   

   1. In the Available Roles list, on the left side of the screen, click the roles you want to assign to the user and then click >.

      The following roles are available:

      Role	Properties
      Administrator	Has all available permissions (except for additional functions) and can create additional users.
      Editor	Standard user including permission to manage recipient lists and recipient history.
      Author	Editor without sending rights.
      Assistant Author	Editor without sending, export and import rights.
      Report Analyst	Can create and output reports with Deep Analytics. Has no other permissions.
      Interface Programmer	Has access to all relevant areas for working with Optimizely's APIs.

      You can only see and assign roles if you have all permissions for this role. You can create your own roles under Administration > Roles. You cannot assign or revoke roles that contain permissions that you do not have yourself.

   2. In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
7. Click Confirm. A summary appears.
8. Click Finish. An overview of the assigned user permissions appears.

Editing users

1. Open the Manage Users window.
2. In the Client drop-down list, select the client whose user you want to edit.
3. Select one or more users and click Manage Permissions….

   You can only assign roles when editing multiple users. You cannot grant or revoke individual permissions.

4. In the Assign Roles area, you can assign one or more roles to the user.

   You cannot assign or revoke individual permissions. Create a new role or contact customer support.

   1. In the Available Roles list, on the left side of the screen, click the roles you want to assign to the user and then click >.
   2. In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
5. Click Confirm.
6. Click Finish.

Editing user properties

To edit user properties, such as language, gender, name or telephone number, do the following:

1. In the Client drop-down list, select the client whose user you want to edit.
2. Select a user and click Edit User Properties….
3. Edit the user properties and click Finish.

Managing clients for users

To display the clients for which a specific user is authorized, open the Clients for Users tab and click the appropriate user in the Users list.

To edit an existing client, select one or more client check boxes that you want to assign to the user.

1. Click Manage Permissions….
2. In the Assign Roles area, you can assign one or more roles to the user.
   1. In the Available Roles list, on the left side of the screen, click the role you want to assign to the user and then click >.

      You cannot assign or revoke roles that contain permissions you do not possess yourself.

   2. In the Assigned Roles list, select the role that you just assigned and, in the Valid From and Valid To boxes, specify the period during which the role is effective. If the role is to be assigned for an indefinite period, check the Non-Expiring box.
3. Click Confirm. A summary appears.
4. Click Finish. A summary appears.