Administer groups

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Note

If your organization migrated to Opti ID, you must manage users in Opti ID. See the Opti ID user documentation.

• To add users with Opti ID, see Users in the Opti ID documentation.
• To add groups with Opti ID, see Groups in the Opti ID documentation.

You can still manage roles inside CMS 13 (PaaS), but those roles are not available to Opti ID users. CMS (PaaS) roles would typically be used for end users (site visitors, your customers); not the users accessing the CMS UI.

You should base access rights on user groups rather than individual users for easier and safer maintenance.

You can administer user credentials in the following ways:

• Administer Groups from the Optimizely Content Management System (CMS) Settings view.
• Manage users and user groups in Windows – Groups created in the CMS Settings view are available from the Settings view only; they are not accessible from Windows. You cannot add users created in Windows to groups created in Optimizely. See Virtual roles for information about working with membership and role providers.
• Develop a customized role and membership provider.

Smaller organizations with few editors tend to use the CMS administration view, whereas larger organizations with many editors tend to use the other options. You can combine these options.

Display members of a user group

1. Go to Settings > Administer Groups. The Administer Groups window displays.

   

2. Click a group name to view its members.

   
   • To see all users or groups, leave the Search field blank.
   • Type one or more letters in the Search field to see a subset of users or groups. The windows displays any names that have the string in them.

Create a group

When you select Settings > Administer Groups, groups are shown irrespective of the provider used on the website. The group provider is shown next to the group name.

1. To create a user group, click Create Group. The Add Group window displays.
2. Enter a group name (like MarketingEditors), and click Create Group to save it.

Delete a group

To delete a user group, select Delete from a group's menu. The Delete Group window presents options for removing a user or group and managing their associated access rights.

• Delete content access rights – Select to remove the content access rights for the group MarketingEditors.
• Delete permissions to functions – Select to signify that the permissions to functions for the group will be deleted.

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Warning

• You can delete only user groups that were created from the CMS.
• You cannot recover a user group after you delete it.
• You cannot change the name of an existing group. Instead, delete the group and add one.