Add a User

Manage individual Optimize user accounts.

  1. Click Administration.
  2. Select the Optimize account you want to change and click Edit.
  3. Click Next to view the Manage Users and Groups windows.
  4. Click New and select User as the record type.
  5. Enter a user and display name (firstname.lastname), e-mail address, and password.
  6. Click Memberships and assign the groups to which this user should belong.
    1. Under Available Groups, select an account from the drop-down list.
    2. From the list of groups that appears, select a group name and drag it to the Memberships list.
    assign listed member to the group
  7. (This is an optional step. Group assignments from the previous step handle user permissions automatically.) Click Role Sets and select the role sets or Optimize features to which this user should have access. Roles sets selected here are in addition to the role sets applied to the user record through memberships.
    Important: The role set you enable for a user overrides any role set assigned to the user's groups, which can make it difficult to track individual user permissions. Therefore, it is best to assign role sets to groups instead of individual users, and leave these check boxes blank.
    assign role sets to the group
  8. Click OK.
  9. From the Edit Account window, click Finish.