Administer users

Use Administer Users to create, edit, and delete user accounts and assign them to groups. These accounts authenticate locally in CMS rather than through Opti ID, and the two authentication paths can coexist. Base access rights on user groups rather than individual users for easier, safer maintenance.

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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 can administer user credentials in the following ways:

• Administer Users from the Optimizely Content Management System (CMS) Settings view.
• Manage users and user groups in Windows – Users 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.

Create a user

Create a CMS-local user account to give a contributor sign-in credentials and group memberships. Local users suit smaller teams that do not authenticate through Opti ID or an external provider.

1. Go to Settings > Administer Users.

2. Click Create User. The Create User window displays.

   
   • Specify a username, email address, and password (and confirm password).
   • Set the account to Active.
   • Select none or more user groups to which the user should belong.

3. Specify the following options on the Display Options tab.

   
   • Personal Language – Select your preferred language from the drop-down list.
   • Limit touch support – Select to restrict or modify touch-related functionalities for the user's interface.
   • Reset Views – Click to revert all view customizations to the system's default settings. This removes any personalized gadgets and restores panels to the default system configuration.

4. Click Create User.

To edit user settings, click a user name in the Administer Users window. You can modify properties only for users created through self-registration or with Create User in CMS.

Delete a user

Delete a user account to revoke CMS access when a contributor leaves the team or no longer needs to sign in. Removing the account also clears the access rights and function permissions tied to it.

To delete a user, search for the user name in the Administer Users window. Select More (…) > Delete. A Delete 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 from the user (abbie).
• Delete permissions to functions – Select to remove the permissions-to-functions assignments for the user.

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Warning

You cannot undo a deletion of a user.