Introduction¶

This article provides information about how Admin users can create new users and configure existing users.

Add users¶

This section provides instructions about how Admin users can add new users and user accounts:

1. Click Users (people icon) on the main menu bar of any page in the application.

   

2. Click +Add new user. 

   

   The system displays the Create User page. 

3. Enter the following information for the new user:

   • User Information

     Provide user contact and identification details:

     • First Name (required): Type the first (given) name of the user.
     • Last name: Type the last name (surname) of the user.
     • Email (required): Type the email address for the user.

     • User is account administrator: Toggle the switch ON to assign administrator status to the user, or OFF to block the user from admin functions.

        

       Note

       Administrators can add, edit, and delete any information within the application. Administrators have access to all API tokens (CMS, Customer, and Admin) and are responsible for sending out tokens to authorized CMS or Customer users. 
       For more information, visit API Users.

        

     • Language: Click the drop-down arrow and select the language for the user's location.
     • Enable Export Email Notification: Toggle the switch ON to enable email notifications whenever an export is done.
     • Send welcome mail on creation: Toggle the switch ON to send a welcome email to the user with startup instructions.

   • Visible modules

     Assign modules that the user can access:

     • All modules: Toggle the switch ON to make all modules visible to the user.
     • Policies: Toggle the switch ON to make this module visible to the user.
     • Quality Assurance: Toggle the switch ON to make this module visible to the user.
     • Accessibility: Toggle the switch ON to make this module visible to the user.
     • SEO (Search Engine Optimization): Toggle the switch ON to make this module visible to the user.
     • PageCorrect: Toggle the switch ON to make this module visible to the user.
     • HeartBeat: Toggle the switch ON to make this module visible to the user.
     • Inventory: Toggle the switch ON to make this module visible to the user.
     • Statistics: Toggle the switch ON to make this module visible to the user.
     • Prioritized Content: Toggle the switch ON to make this module visible to the user.
     • Performance: Toggle the switch ON to make this module visible to the user.
     • Data Privacy: Toggle the switch ON to make this module visible to the user.

   • Domains

     Assign specific domains to a user.

     • Visible: Tick the box on the same row as the domain to make it visible to the user.

     • Send report: Tick the box on the same row as the domain to allow the user to receive reports for this domain.

       For more information, visit Report Center.

4. Click Save.

   The system adds the new user to the user list.

   For more information, visit Admin Tasks.

Edit users¶

This section provides instructions about how Admin users can edit a user account.

1. Click Users (people icon) on the top toolbar.

   The system displays the User List page.

   
2. Locate the row for the user that you want to edit.
3. On the same row, click Actions.

4. Click Edit User.

   The system displays the Edit User details page.

   
5. Edit the user details as needed.

6. Click Save.

   The system saves the changes to the user details.

   For more information, visit Admin Tasks.

Edit profile¶

This section provides instructions about how users can update their own profile after the user account is created by an admin.

1. Click your user icon in the top right corner of the page, on the page toolbar.

   The system expands the menu.

   

2. Click Edit my profile.

   

   The system displays the My Profile page.

3. In the Personal Information section, edit the required information:
   • Email
   • First Name
   • Last Name
   • Title
   • Phone
   • Description
4. In the Locale section, edit the required information:
   • Language
   • Timezone
5. In the Email Notifications section, toggle the Enable Export Email Notification switch OFF or ON based on your preference.
6. In the Social section, edit the required information:
   • Facebook
   • Twitter
   • LinkedIn

7. In the View options section, toggle the Accessibility mode (Beta) switch ON to view the application in Accessibility Mode.

   This option changes the default view to colors with greater contrast.

8. In the Change password section, enter details in the following fields to change your password:
   • Current Password
   • New Password
   • Repeat New Password
9. In the Two-Factor Authentication section, enable the Two-Factor Authentication for your account if required.  
10. Click Save.

Set up 2FA¶

This section provides instructions about how users can enable Two-Factor Authentication (2FA) for their user account. 

1. Click your user icon in the top right corner of the page, on the page toolbar.

   The system expands the menu.

2. Click Edit my profile.

   The system displays the My Profile page.

3. Scroll down to the Two-Factor Authentication section.

4. Click the Setup button.

   The system displays a QR code page.

5. Scan the QR code with the authentication app on a second device.

   A 6-digit code is sent to the device.

6. Enter the code into the space provided.

7. Click Submit.

   Note

   This requires the user to have a TPA (Third-Party Authenticator) application installed such as Google Authenticator, Authy, or Hennge OTP.

Log in with 2FA¶

To log in with Two-Factor Authentication (2FA), follow the instructions on the screen:

1. Enter the email and password.

2. Click Log In.

   The system displays the Two-Factor Authentication screen.

3. Click Next.
4. Open the Authenticator app on another device and enter the code shown under the logo.

For more information, visit Two-Factor Authentication.

Log in with Acquia ID¶

To log in with Acquia ID, follow the instructions on the screen:

1. On the Acquia Optimize login page, click Login with Acquia ID.

   The system displays the Acquia ID login page:

   

2. Enter your credentials and click Sign in.

   After you log in with Acquia ID, you are redirected back to Optimize.

    

   Important

   • If a user logs out from the Optimize platform, they will also be logged out from the Acquia ID platform.
   • For successful login, a user must have an existing Optimize account and an Acquia ID account with the same email address.

    

Delete Users¶

This section provides information about how admin users can delete a user.

1. Click Users (people icon) on the top menu bar.

   The system displays the User List page.

   
2. Locate the row for the user that you want to delete.
3. On the same row, click Actions.

4. Click Delete User.

   

   The system displays a dialog box with the text, “You are about to delete (username) please type Delete to confirm this action”.

   

5. Type Delete in the text box and click OK.

   The system deletes the user from the list.