This article will help you:
  • View or change your account name or ID
  • Request to be added to multiple accounts and toggle between them
  • Access Optimizely support with multiple accounts

To view an account name or ID, go to the Account Settings page, and select the Account tab.

By default, each account name is labeled "user@domain.xyz's Account." Administrators can give the account a custom name.

Here's how that looks in Optimizely X: 

Here's how that looks in Optimizely Classic:

Adding users to multiple accounts

Optimizely allows users to log in to multiple accounts. Why would you use this ability?

  • You are an agency or consultant that manages multiple Optimizely customers, and want to be a collaborator on your clients' accounts.

  • You are an Optimizely Enterprise customer with a centralized testing team that manages multiple accounts in your organization.

To be added to multiple accounts, ask the Administrator or Project Owner of the account (depending on the permission level you need) to invite you. Below, we walk through how to an administrator (alice@agency.com) can add a second user (bob@client.com) as a project owner. 

Here's how that works in Optimizely X

  1. Navigate to the project you're adding a collaborator to. Then, select the Settings dashboard and click Collaborators.

    Select New Collaborator.

  2. Add the email address. Then, select the collaborator role and click Invite.

Here's how that works in Optimizely Classic:

  1. Navigate to the project you're adding a collaborator to. Select the Collaborators tab and click New Collaborator.

  2. Add the email address. Then, select the collaborator role and click Invite.

Switching between multiple accounts

Now, Bob can toggle between alice@agency.com and any other account that he's been added to,

Here's how Bob would log into the client's account in Optimizely X:

Here's how Bob would log into the client's account in Optimizely Classic:

Changing account names

Here's how to change an account name in Optimizely X:

  1. Select Account Settings. Then, navigate to the Account Overview subtab. 

  2. Click Account Name to change the account name.

Here's how to change an account name in Optimizely Classic:

Go to the Account Settings page, then the Account tab. Use the text field to change your account name, then click Save.

Here's what Bob (the client) would do to change his account name:

After the account administrator changes the name, the new name will appear in your account options.

Accessing Optimizely support with multiple accounts

When working with multiple accounts, it’s important to note that they might have different levels of support. Access to different levels of support may vary depending on your Optimizely plan type.

When you visit our the support section of Optiverse, it will display your support options based on the last account you signed into.

If you do not see the form shown above, it might be because you are signed into an account that does not have support options included. To resolve this:

  1. Click your account name in the upper-right corner
  2. Sign out
  3. Go back to the Optimizely Home page (not the Optiverse home page) and switch to the desired account
  4. Return to the Support section of Optiverse and click Sign In.

This will sign in based on your last-accessed Optimizely account and show you the support options for that account.