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Creating an Optimizely cloud account

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This topic describes how to set up an Optimizely cloud account, and to get access to the self-service capabilities included in Optimizely Digital Experience Platform. The Optimizely cloud account identifies a user and ensures that proper authorization is applied when accessing information for your DXP projects.

Prerequisites

You need an organizational email address like firstname.lastname@company.com, associated with an enabled business Microsoft Live account. If your organization already has a verified Microsoft account, you can also use this.

Note: Generic accounts like access@somedomain.com, or private hotmail-type accounts like my-private-mail@live.com, cannot be used.

How it works

    1. Request access.

      Submit the following form for each customer/environment for which you want access. Make sure you provide correct and complete information. When Optimizely receives the information, you are normally granted access within 3 business days. You receive an email notification when access is provided.

      Power user Contributor Analytic
      PaaS deployment and self-service tools on Integration and Preproduction environments Yes Yes No
      PaaS deployment and self-service tools on Production environments Yes No No
      Azure portal Integration environment Yes Yes No
      Application Insights Yes Yes Yes
      DXP dashboard Yes Yes No

      Access request

      See the Episerver Privacy Statement for information about storing and processing of personal data.

    2. Confirm the invitation and log in.

      After you receive an invitation email from Optimizely, you can log in to the dashboard and the portals.

      1. Follow the instructions in DXP Dashboard to log in and access information for your projects.

      2. Follow the instructions in the DXP self-deployment guide to log in to the Management Portal and deploy.

        DXP-deployment.png

        See Accessing Azure information to learn how to log into the Azure portal and access the information.

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    Last updated: Apr 02, 2020

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