OptiPub controls access through Users, Groups, and Permissions. Users belong to one or more groups, and each group is granted a set of permissions that determine what its members can see and do.

Users

The Users page displays the IDs, names, emails, groups, and properties for every user in your OptiPub account. Administrators and users with the appropriate permissions can create, update, and view all account users.

Passwords are managed exclusively by the user. When a user is created, an email is sent to their address with a temporary password.

Create a User

1. Navigate to Admin > Users and click Create.
2. Fill out the user fields.
3. Select the Groups to add the user to.
4. Click Save.

New User First Login

On creation, new users receive an email with a temporary password.

1. Navigate to your OptiPub URL.
2. Enter the user email address and temporary password.
3. Create a new password.
4. Accept the User Agreement.

Afterwards, the user is directed to the User Preferences page.

Groups

Groups grant permissions to a collection of users. A user inherits the combined permissions of every group they belong to.

There are two built-in groups with special behavior:

Minimize granting additional permissions to the General group. Its permissions are inherited by every user with login access.

Create a Group

1. Navigate to Admin > Groups and click Create.
2. Enter a Name for the group.
3. (Optional) Select Users to include in the group.
4. (Optional) Toggle Require Two Factor Authentication.
5. Click Save.

Add or Remove Users in a Group

1. Navigate to Admin > Groups and open the group for editing.
2. Click in the Users input field. Start typing a name to filter the list.
3. Select or deselect the checkbox next to each user's name.
4. Click Save.

Manage Permissions for a Group

1. Navigate to Admin > Groups and click the action menu > Permissions for the group.
2. Navigate between modules using the horizontal tabs above the access rules.
3. Toggle each access rule on or off.

Group permissions are updated automatically each time a rule is toggled — there is no need to save.

Permissions

Permissions are granted directly to users and inherited from all groups the user belongs to.

OptiPub is API-driven, and permissions reflect the actions available for each API route. This allows administrators to scope user and group access as narrowly as necessary.

Permissions are organized into five modules:

• Billing
• Contents
• Core
• Marketing
• Messages

Each module contains several features, and each feature has several actions (e.g. Read, Create, Update, Delete).