The Access Management page is your central hub for controlling who can access your Optimove site and what they can do. From here, you can manage individual user accounts, configure default permissions for different roles, and generate API keys for secure, programmatic access to your data.

Prerequisites

• You must have an Admin role to view and manage the Access Management settings.

Navigating to Access Management

1. Click the Settings icon in the main navigation menu.
2. Under the General Settings category, select Access Management.

A Guide to the Access Management Screen

The page is organized into three main tabs: User Accounts, Role Permissions, and API Keys.

Managing User Accounts

This is the default tab where you can view all current users and manage their access individually.

How to Add a New User

This process invites a new team member to create an account on your Optimove site.

1. Click the blue + Add New User button.
2. Fill in the user's First Name, Last Name, and Email Address.
3. Select a Role from the dropdown menu (e.g., Admin, Analyst, Manager). This will determine their initial permissions.
4. Select which page the user will see as their Home Page.
5. Click Save. The new user will receive an email invitation with a link to set their password.

How to Add an Existing User

Click the Add Existing User button to add a user who is already associated with another one of your organization's instances.

How to Edit a User and Customize Permissions

You can modify a user's details and override their default role permissions for more granular control.

1. Find the user you wish to manage in the list.
2. Click the pencil icon (✎) on the right-hand side of their row to open the Edit User Account screen.
3. From here, you can:
   • Update the user's Name.
   • Change their assigned Role.
   • Set a specific Home Page they will see upon login.
   • Customize Permissions: In the "Permission" section, use the toggles to grant or deny access to specific pages, overriding the default settings for their role. Click Reset to default role permissions at any time to revert to the standard permissions for their assigned role.
   • Resend Password Email: Click Resend set password email to send them a new link to reset their password.
4. Click Save to apply your changes.

How to Delete a User

1. Navigate to the Edit User Account screen for the desired user.
2. Click the Delete User Account link in the top-right corner.
3. Confirm the deletion in the pop-up window.

Configuring Role Permissions

This tab allows you to define the default pages and features that each role can access. These settings can be overridden for individual users (as shown above).

1. Select a Role: Click on the tab for the role you wish to configure (e.g., "Analyst").
2. Set the Home Page: From the Home Page dropdown, choose the default page that users with this role will see immediately after logging in.
3. Adjust Default Permissions: In the list below, use the blue toggles to grant or deny access to specific pages.
4. Save Changes: Click the Save button in the top-right corner to apply your new default permission settings for that role.

Managing API Keys

This tab is for creating and managing keys that allow external applications and scripts to securely interact with the Optimove API.

How to Add a New API Key

1. Click the blue + Add API Key button.
2. Fill in the key's details:
   • Nickname: A unique, memorable name to identify the key's purpose (e.g., "daily-report-script").
   • Contact Email: The email address for API key notifications.
   • Access Type: Select the level of access for the key (Admin, Integrations, or Transactional).
3. Click Save.

How to Edit, Deactivate, or Delete an API Key

1. Find the key you wish to manage in the list.
2. Click the pencil icon (✎) to open the Edit API Key screen.
3. From here you can:
   • Enable or Disable the Key: Use the Active toggle to enable or disable the key's access without deleting it.
   • Modify Details: Update the Nickname or Contact Email.
   • Change Access Type: Adjust the level of access.
4. Click Update to save changes.
5. To permanently remove a key, click the Delete API Key link in the top-right corner and confirm the action.