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Manage roles and permissions

Collaborate on experiments and manage access to data.

Collaborate with multiple users on your experiments and manage access to your Optimize configuration and reporting data. Use this article to create and manage the roles and permissions of your Optimize users.

In this article:

User manager

The Optimize user manager allows you to add, modify, and delete users and change their role.

The Optimize 360 user manager.
The Optimize user manager

To manage roles and permissions in Optimize:

  1. Navigate to your Accounts page.
  2. Click the Edit permissions button in the header of the account you want to manage [].
  3. Click on the email of the user you wish to edit, or click the Add user button [].

Add a user

To add a user to your Optimize account:

  1. Click the Add user button to reveal the User details panel [].
  2. Enter the email address.
  3. Click the drop-down menu next to each role to select the appropriate permission level.
  4. Click DONE when complete.
Adding a user in Optimize 360’s User details panel.
Add a user to Optimize.

 

When you add a new User to an Optimize account, they get “Read” access to the containers within the account by default. When you add an Administrator to Optimize, they get “Publish” access to the containers within the account by default. You can change these permissions at any time in the User details panel.

Edit a user

You can edit a user’s account and container permissions in the user details panel. To edit a user:

  1. Click the appropriate email address in the user manager to expose the user details panel.
  2. Click the drop-down menu next to each role to select the appropriate permission level.
  3. Click DONE when complete.
Editing a user in Optimize 360’s user details panel.
The Optimize User details panel

You can delete a user by clicking DELETE USER at the bottom of the User details panel.

User roles

Optimize permissions are assigned and managed at the account and container level. The following roles are available at each level.

Account level permissions

The following roles are available at the account level:

  1. User – Can view other users.
  2. Admin – Can view and manage users. Can create and view containers.

This table breaks down which features are available to which role at the account level:

  Users Containers
Account View Manage Create View Edit Publish Delete Settings
User Yes - - - - - - -
Admin Yes Yes Yes Yes - - - -


Container level permissions

The following roles are available at the container level:

  1. No access – Can’t view containers or experiments.
  2. Read – Can view containers and experiments.
  3. Edit – Can view and edit containers and experiments. Cannot start experiments or change property linking.
  4. Publish – Can view, edit, and delete containers, experiments and property linking. Can start experiments.

Roles and features

This table breaks down which features are available to which role at the container level:

  Containers
Container Create View Edit Publish Delete Linking
No access - - - - - -
Read - Yes - - - -
Edit - Yes Yes - - -
Publish - Yes Yes Yes Yes Yes

Advanced roles and features

Additional features are available at the container permission level which are described in the following table:

  Containers Variables Drafts Previews Experiments Reports
Container View Linking Create Edit Edit Delete Share View Start/Stop Edit Archive View
No access - - - - - - - Yes - - - -
Read Yes - - - - - - - - - - Yes
Edit Yes - Yes Yes Yes Yes Yes Yes - Yes Yes Yes
Publish Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Linking to Analytics properties

Linking an Optimize container to an Analytics property requires the following permissions:

  • Optimize container: Publish
  • Google Analytics: Edit Property or higher

Access to Analytics reports

When linking to an Analytics property, you have the option to allow access to reporting data. This allows users with read access to an Optimize container to see reports in Analytics.

Note:

You need to have manage permissions in Analytics in order to grant permission to Google Analytics reports. If don’t have manage permission, the option is grayed out.

Optimize permissions and Tag Manager

Optimize and Tag Manager (GTM) use separate containers and each has their own permission structure. Read more about Optimize roles and permissions above and on the Google Tag Manager help center.

Permission denied errors

The most common causes for the "Permission Denied" error in Optimize is insufficient permissions to the Optimize container or to the linked Analytics property.

Permission errors in Optimize reporting

You need Read & Analyze (or higher) permission for the Google Analytics view that a container is linked to in order to view the Optimize Reporting tab.

Permission errors performing other actions

Users can check their permissions to both the account and containers within it via the steps in the Edit a user section above. See the User roles section for a description of each role and its associated permissions.

If the user appears to have all the correct permissions above and still gets Permission Denied errors, note exactly where these errors occur and contact us with as many details as possible.

Quick Tips: Managing Users and Permissions

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