Where to add users and manage roles

Accessing the sub-menu from your user icon (top right of any page) will show this menu with options for users and roles.

Users - add/remove users from the platform and assign roles

Roles - create/change roles depending on requirements

Available rights

Webtrends Optimize has permission settings as follows:

Rights: An individual permission for a specific action
Roles: A collection of rights, that together define a job role. E.g. "a developer must be able to do X, Y, Z".
User: Can be assigned one or more roles. E.g. "analyst + developer".

A list and description of available rights are as follows:

Account Settings

Name	Description
View account settings	Ability to view Account Overview, Users and Roles
Edit account settings	Ability to invite or delete Users, Roles and update settings in Account Overview.

Optimize

Name	Description
Assets View	View assets (images, videos, scripts etc.) that are hosted on the WTO CDN.
Assets Publish	Upload and Update assets.
Data Import	Access to the data imports area of the interface, where you can submit adhoc files such as User Profiles, Product Feeds and Offline Metrics.
Extracts Create	Ability to create new Data Extracts (raw event-level CSV files).
Extracts Delete	Ability to manually delete Data Extracts. Note that they also have natural expiry dates.
Extracts Edit	Ability to edit Data Extracts.
Locations Create	Ability to create new Location objects. I.e. which pages your test is targeting.
Locations Delete	Ability to delete Location objects.
Locations Edit	Ability to edit/update Location objects.
MetaTables Create	Ability to create new Data Imports.
MetaTables Delete	Ability to delete Data Imports.
MetaTables Edit	Ability to edit Data Imports.
Reporting View	Ability to view the reporting / analytics area of the product.
Segments Create	Ability to create new Segment objects. I.e. which audience your test is targeting.
Segments Delete	Ability to delete Segment objects.
Segments Edit	Ability to edit/update Segment objects.
Tags Create	Ability to create a new Tag Configuration, which contains global tag customisations, masking, page hide, your conversoin package, etc.
Tags Publish	Ability to set new tag versions live.
Tests Create	Ability to create a new experience of any type.
Tests Delete	Ability to delete an experience.
Tests Edit	Ability to edit/update an experience.
Tests Publish	Ability to set an experience live.
Variations Preview	Abliity to see Preview Links.
View Audit Logs	Ability to see Audit Logs, which are a log of every action taken in the product.

Managing Roles

We address this first, as it's useful to have roles in place by the time you invite users.

Roles are a collection of permissions that you can assign to a user. E.g. "Developer, who is allowed to Create Tests, Locations, Segments, etc. but not set them live".

When you invite users into the platform, you attach Roles to them - they are allowed to carry multiple ones, with "Manager" being the global permission.