Introduction¶

This article gives instructions on how to set up the different user roles.

There are two levels of access for end users:

• Regular
• Admin.

New users are created either during setup by your sales representative or by an admin user on the customer account. During the setup phase, it is possible to select whether a new user is a Regular or Admin. Admin users have a higher level of access.

It is also possible to add API users. The instructions are linked to this document.

Regular User Roles¶

Regular users can view the data in the modules and receive reports for specific modules that pertain to their area of expertise. Regular users can edit their profile and update some website data.

For more information, see the user guide articles:

• Web Browser Extension
• Quick Guide: Fix Broken Links
• Quick Guide: Fix Misspelled Words.

View Modules¶

Regular users can view and in some cases interact with the information contained in most of the included modules, features, and add-ons.

View Reports¶

Regular users can view specific reports that are assigned to them by an Admin user.

For more information, see the user guide articles:

• Report Center
• Create and Configure Users.

Admin User Roles¶

Admins can interact with the following elements that Regular users cannot. This section gives guidance on the features that only admins can access, as well as links to the instructions on how to perform the actions.

For more information, see the user guide article:

Admin Functions.

Admin Settings¶

This section gives instructions on how to navigate to admin settings.

1. Click Admin Settings (gear icon) on the top menu bar of any page. The Domain Settings page opens.

   

2. Click Action on the same row as the domain. The field expands.

   
3. The options are:
   • Go to the Dashboard: Returns the user to the main dashboard for the selected domain.
   • Script Setup Guide: This directs the user to the Set Up Your Domain page. See the relevant user guide articles for instructions on these settings:
     • Enable Statistics: See Statistics.
     • Add Heatmaps: See Heatmaps.
     • Add Acquia Optimize Consent Manager: See Consent Manager.
   • Edit Domain: See Add, Edit, or Remove a Domain.
   • Statistics excluded IP addresses: See Statistics.
   • Start on-demand scan: See Configure Domain Scans.
   • Clone: Clone the domain.
   • Open PageAssist (only visible if this module is included in the customer package)
     For more information, see the guide articles:
     • PageAssist
   • Update Domain Groups: See Configure Groups.
   • Remove Domain: See Add, Edit, or Remove a Domain.

User Administration¶

Admin users can add, edit, and remove users and also set user access. This section gives guidance on where to find the instructions on how to do these tasks.

For more information, see the user guide articles:

• Configure Users: Add, edit, and delete users, and assign user access permissions.
• Configure Groups: Create a group of users for access permissions.
• API Users: Set up API user permissions.

Create Labels¶

Admins can create labels and add them to domains, pages, users and issues. This section gives guidance on where to find the instructions on how to do these tasks.

For more information, see the user guide article:

Create Labels.

API Users¶

API stands for Application Programming Interface and is a connection between computers or between computer programs.

In contrast to a UI (user interface), which connects a computer to a person, an API connects computers or pieces of software.

WARNING: An API token allows access to domain code. APIs are not intended to be used directly by individuals (end users). Only a programmer or developer should use APIs, when they need to implement the Acquia Optimize API on other applications or CMS systems, for example.
​Always verify the user identity and role before sending out an API token to an individual.

The platform supports API use. The API can be based on the customer's location. We have 3 APIs.

See the Acquia Optimize for Developers article for the most updated information about API user setup:

Acquia Optimize API.

To use the API, your application has to present user credentials (the token) in an authentication software program (such as Postman). The API user account can only be used for API access. It is recommended to create a new user account specifically for this purpose and assign the API user scope to it via the free-text field.

For more information, see the user guide article:

API Users.

Additional Resources¶