CMS (SaaS) users and related tasks

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Note

Administrators manage users and groups through Opti ID.

• To add users, see Manage users in the Opti ID documentation.
• To add groups, see Manage groups in the Opti ID documentation.
• To set roles and permissions for users and groups, see Manage roles and permissions in the Opti ID documentation.

Administrator

An administrator configures system settings from the administration user interface, including search, languages, personalization, and user access. Administrators usually have extended access rights compared to other user groups and can access all parts of the Optimizely platform. They may also have administration access to integrated third-party systems. The administrator may also be the contact person to communicate with the application developers.

Application owner

A application owner is someone with overall business or technical responsibility for the content and performance of one or more applications. The application owner may monitor reports for activities such as page conversions, customer reviews, or sales progress; rarely creates content but can be involved in the approval of content created by others. A application owner may also have administrative access and be the owner of mailing clients used for organizing campaign mailings.

Community member and moderator

A community member or a visitor can add content if social features and community functionality are available for the application. This content includes forum and blog postings, reviews, ratings, and comments, in which case an editor or a specific moderator role for large applications and online communities may need to monitor this type of content on the application.

Content editor

A content editor is someone with access to the editorial interface who creates and publishes content on the application. Content editors, who understand the application content, work with search optimization for selected content in search results. Editors may also want to follow up on content with unusually high or low conversion rates to update or delete this content.

Developer

A developer is someone with source code access and programming skills. Developers work with application configuration, implementation, maintenance, and functionality development. Developers may also install integrations and third-party extensions. Developers may be associated directly with the organization owning the application or with an external partner company.

Marketer

A marketer creates omnichannel campaigns and content with targeted banner advertisements to ensure customers get a consistent on-site experience. The marketer also monitors campaign KPIs to optimize page conversion. A marketer who understands the application content may also optimize search for campaigns and promote content using personalization features.

Recipient

A recipient is an individual who has opted-in to receive emails from a business, for example, when purchasing from the application. Recipients and their associated data are managed in recipient lists used for omnichannel marketing. You can track and analyze recipient actions, such as clicking links in an email and providing input to application owners and users for further marketing actions.

User

A user is someone who logs in to the CMS user interface to work with different parts of the platform. Users can belong to one or more user groups and have different roles, depending on which parts of the Optimizely platform they use, their tasks, and the size and set up of the organization.

Visitor

A visitor is someone who visits an application to find information or to use services. Visitors may also contribute to application content as community members, which usually requires registration of an account profile.