Add users to multiple accounts

Optimizely allows users to log in to multiple accounts. Here's when this feature comes in handy:

  • You're an agency or consultant who manages multiple Optimizely customers, and you want to be a collaborator on your clients' accounts

  • You're 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.

Let's walk through how an administrator (alice@agency.com) can add a second user (bob@client.com) as a project owner, followed by step-by-step instructions.

  1. Navigate to the project you're adding a collaborator to.

  2. Select the Settings dashboard.

  3. Select Collaborators.

  4. Click New Collaborator.

  5. Add the email address and select the collaborator role.

  6. Click Invite.

Switch between multiple accounts

With multiple accounts, Bob can toggle between alice@agency.com and any other account that he's been added to. Here's how Bob will log into the client's account:

Change account names

Account administrators can change account names. Here's how:

  1. Navigate to Account Settings > Account Overview

  2. Enter the desired account name in the Account Name field.

  3. Click Save.

After the account administrator changes the account name, the new name will appear in the user's account options.

Access 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 include support options. To resolve this:

  1. Click your account name in the upper-right corner and sign out.

  2. Go back to the Optimizely X Home page (not the Optiverse home page) and switch to the desired account.

  3. 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.