Managing users and user groups

This topic is intended for administrators and developers with administration access rights in Optimizely.

For easier and safer maintenance, base access rights on user groups rather than individual users.

You can administer user credentials in the following ways:

  • Manage users and user groups from the CMS administration view.
  • Manage users and user groups in Windows.
  • Develop a customized role and membership provider.

Users and groups created in the Optimizely CMS admin view are available from admin view only; they are not accessible from Windows. You cannot add users created in Windows to groups created in Optimizely. See the technical documentation on Optimizely World for information about working with membership and role providers.

Smaller organizations with few editors tend to use the CMS administration view, whereas larger organizations with many editors tend to use the other options. You can combine these options.

Creating, editing and deleting users

To add a user in the CMS, do the following:

  1. Go to Admin > Access Rights > Administer Users.
  2. Click Add User.

    Specify a username, password and email address and set the account to Active.

    Select none or more user groups to which the user should belong.

  3. Under the Display Options tab, you can specify a default language for the user interface (optional) and touch support.

  4. Click Save.

To edit user settings, search for the user under Search User/Group and then click a user name. You can modify properties only for users that are created via self-registration or via Create User in CMS.

To delete a user, search for the user under Search User/Group, click a user name to edit the settings, and click Delete. You cannot undo a deletion of a user.

Displaying members of a user group

  1. Go to Admin > Access Rights > Administer Groups.

  2. Select a group to view its members.

    • To see all users or groups, leave the Search field blank.
    • To see a subset of users or groups, type one or more letters in the Search field. Any names that have the string in them appear in the list.

Creating and deleting groups in CMS

When you select Administer Groups in admin view, all groups are shown irrespective of the provider used on the website. The group provider is shown next to the group name.

  • Click Create to create a user group, enter a name, and save your changes.
  • Select Delete from a group's menu to delete a user group.

    You can delete only user groups that were created from the CMS. You cannot recover a user group after you delete it.

You cannot change the name of an existing group. Instead, delete the group and add a new one.