Configure teams

Create teams to manage granular permissions for entities in bulk, streamlining updates. Grouping collaborators into a team automatically applies assigned permissions to all members, simplifying onboarding and adjustments.

Use teams across your Optimizely Feature Experimentation projects, but to gain access, you must first add a user to a project and give them a project role. See Collaborators or Manage users if your organization uses Opti ID.

Create a team

🚧

Important

Only account Administrators can create and manage teams.

To create a team complete the following:

1. Go to Account Settings > Teams.

2. Click Add Team.

   

3. On the New Team page, enter a Name.

4. (Optional) Enter a Description.

5. On the Search for users to add to this team field, type the name or email address of the user you want to add. The results are automatically displayed.

6. Click on the user from the drop-down list to add them to your Add users list.

   

7. (Optional) In the Add users list, click More options > Remove to delete the user from the list. You can re-add them by following steps 5 and 6.

8. Click Save.

Edit a team

1. Go to Account Settings > Teams.

2. Click the team's name you want to edit.

   

   Alternatively, click More options > Edit team.

   

You can update the Name or Description. You can also add or remove users from your team.

Add users

📘

Note

You can remove users at the same time as you add users.

On the Edit Team page, complete the following:

1. On the Search for users to add to this team field, type the name or email address of the user you want to add. The results are automatically displayed.

2. Click on the user from the drop-down list to add them to your Add users list.

3. (Optional) Repeat steps 1 and 2 to add more users.

4. Click Save.

Remove users

📘

Note

You can add users at the same time as you remove users.

On the Edit Team page, complete the following:

1. For the user you want to remove, click More options > Remove. This deactivates (grays out) the user.

   

2. Repeat step 1 to remove additional users.

3. Click Save.

Configure granular permissions for a team

Granular permissions assigned to a team are cumulative to what is assigned to individual users. For example, if a user is a Viewer for a flag but is part of a team that is an Editor for the same flag, that user is an Editor for the flag. A single user can be in multiple teams, so their granular permissions are the highest role assigned individually or through their teams.

The following describe how to assign granular permissions to a team:

• Interactions between environment and flag roles.
  • Manage environment roles.
  • Manage flag roles.
• Manage audience roles.