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Outline

In this module, you will learn how to configure access rights in Optimizely CMS PaaS to control what users and visitors can see and do, and how to automate key system operations using scheduled jobs. Setting the right permissions ensures secure and efficient content management, while scheduled jobs help maintain and optimize the CMS through automated tasks.

After completing this module, you will be able to:

  • Configure permissions to control user and visitor access in Optimizely CMS.
  • Identify how access rights impact front-end visibility and user interface options.
  • Understand how scheduled jobs automate CMS maintenance and operations.
  • Manage and monitor built-in scheduled jobs for improved system performance.

Permissions

Access rights in Optimizely CMS define what content and features users and visitors can access and what actions they can perform—such as creating, editing, or publishing content. Permissions ensure that only authorized users can perform administrative tasks or view restricted content.

Front-end access

You can specify which website sections are public and which require user login. Access rights can also control features like posting comments or viewing specific pages.

Note: If your organization has migrated to Opti ID, all user and role management must be done in Opti ID.

To learn more about setting permissions, visit Set Permissions.

Scheduled Jobs

A scheduled job is a service that performs a task (job) at a defined time interval. An administrator can also start a job manually. By default, the Optimizely platform, with Optimizely Content Management System (CMS) and Optimizely Commerce Connect, includes several scheduled jobs. Some are enabled by default with preset values. You can also develop customized scheduled jobs for specific website tasks.

Scheduled Jobs

Administer scheduled jobs

To learn how to administer Scheduled Jobs, try the demo walkthrough:

To explore the tabs of a scheduled job, try this demo walkthrough:

Scheduled Jobs - Details Tab

Note: If you select Manual, the Start Date field does not display, and the job is inactive. Inactive jobs must be started manually. Other options are considered active and display the Start Date field.

Built-in Scheduled Jobs

Below is a list of built-in scheduled jobs included in Optimizely CMS:

  • Archive Function – Archives content after the publication period expires.
  • Automatic Emptying of Trash – Deletes content in Trash older than 30 days.
  • Change Log Auto Truncate – Deletes old items in the change log without dependencies.
  • Clear Thumbnail Properties – Clears and regenerates thumbnail images.
  • Fetch data from Marketing Connectors – Caches data for faster load times in Marketing Automation connectors.
  • Link Validation – Checks and reports broken links across the website.
  • Monitored Tasks Auto Truncate – Cleans up monitored task statuses older than 30 days.
  • Notification Dispatcher – Sends email notifications for project updates and approvals.
  • Notification Message Truncate – Deletes unsent notifications older than three months.
  • Publish Delayed Content Versions – Publishes content scheduled for future dates and times.
  • Remove Abandoned BLOBs – Deletes orphaned media files from cloud storage.
  • Remove Permanent Editing – Clears “Permanently Mark as Being Edited” flags.
  • Remove Unrelated Content Assets – Deletes media related to deleted items.
  • Subscription – Sends out subscription-based content updates.
  • Trim Content Versions – Limits the number of stored content versions.
  • Optimizely CMP DAM Tracking Assets – Tracks and syncs asset usage with CMP.
  • Optimizely CMP DAM asset metadata maintenance – Updates and maintains asset metadata needed for rendering.

Custom modules and add-ons may include additional scheduled jobs. To learn more about scheduled jobs, visit Scheduled Jobs.