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Creating an Optimizely Cloud Account

This topic describes how to set up an Optimizely cloud account and to get access to the self-service capabilities included in Optimizely Digital Experience Platform.

The Optimizely cloud account identifies a user and ensures that proper authorization is applied when accessing information for your DXP projects.

Prerequisites

You need an organizational email address like [email protected], associated with an enabled business Microsoft Live account. If your organization already has a verified Microsoft account, you can also use this.

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Note

Generic accounts like [email protected], or private hotmail-type accounts like [email protected], cannot be used.

How it works

Step 1. Request access

Make sure you provide correct and complete information. When Optimizely receives the information, you are normally granted access within 3 business days. You receive an email notification when access is provided.

Power userContributorAnalytic
PaaS deployment and self-service tools on Integration and Preproduction environmentsYesYesNo
PaaS deployment and self-service tools on Production environmentsYesNoNo
Azure portal Integration environmentYesYesNo
Application InsightsYesYesYes
DXP dashboardYesYesNo

Step 2. Confirm the invitation and log in
After you receive an invitation email from Optimizely, you can log in to the dashboard and the portals.

  1. Follow the instructions in DXP Dashboard to log in and access information for your projects.
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  1. Follow the instructions in the DXP self-deployment guide to log in to the Management Portal and deploy.
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See the following related topics


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