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Optimizely Knowledge Base

Manage team permissions in Optimizely Program Management

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relevant products:
  • Optimizely Program Management
  • Optimizely X Web
  • Optimizely Full Stack

THIS ARTICLE WILL HELP YOU:
  • Add a user to a team in Program Management
  • Manage permissions for teammates

In Optimizely Program Management, a team is a group of collaborators with access to a collection of Optimizely projects. Members of a team can collaborate, manage workflows, submit and score experiment ideas, and view results for those projects.

Depending on your company's organizational structure, you may choose to set up business units as separate teams or add the entire company as a single team.

Members of a team can:

  • Manage workflows

  • Submit and score experiment ideas

  • Comment and collaborate on experiments

  • View the results for the project

Often, teams choose to set up different permission levels for individual collaborators in Program Management from the collaborator permissions they have in Optimizely Experimentation.

Don't have a team yet? Here's how to create a team.

Add a teammate

Here's how to add a teammate to your teams, with the steps listed below:

add-teammate.gif

  1. In Program Management, navigate to the Teams tab to select your team.

  2. Click Team Settings.

  3. Under Teammates, add a new or existing user to your team. Select a permission level and click the + button to add the collaborator.

  4. Click Save.

Great! An email invitation will be sent to your new teammate.

Permissions

Team actions

Owner

Teammate

Comment Only

Create, update, or delete a site

X

X

 

Create, update, or delete a touchpoint

X

X

 

Add a user to a team

X

X

 

Edit the user role on a team

X

X

 

Rename a team

X

 

 

Create, update, or delete ideas

X

X

 

Change the idea stage or status

X

X

 

Change the idea name, touchpoint, or hypothesis

X

X

 

Link experiment to an idea

X

X

 


Change the idea goal, primary metric, detailed description, or other idea details

X

X

 

Score an idea

X

X

 

Follow an idea

X

X

X

Assign an idea stage to a user

X

X

 

Mark an idea stage as complete

X

X

 

Comment on an idea

X

X

X

Comment on a linked experiment

X

X

X

*If the collaborator created the idea