Prefer to learn by watching? Check out this video instead:
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.
You will find the area to Manage Roles at:
2. Collection of roles related to Account Settings
3. Collection of roles related to Optimize specifically
4. An existing role of Manager
5, 6. A Custom role
7. Click to create 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:
