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
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.
Account level permissions
Optimize specific permissions
This is where new roles appear when you create them
Click here to add a new role
Creating new roles
Creating new roles is a straightforward exercise.
Enter a role name
Enter a role description, optionally.
Select a location - either for Account Settings or Optimize.
Pick your associated Rights / Permissions.
Click Save.
You can then attach this Role to any existing user, as well as any new ones you create if you wish to.
Once saved, you'll see it appear as a new option in this list:
Managing Users
Prefer to learn by watching? Check out our video instead:
Adding users to the platform is also very straightforward:
Once at the Users screen, click + and add a new user.
You will need to provide their name, email and pick any Roles that you want associated with them. Then simply click Save.
That user will then recieve an invite, asking them to login and set a password:
