Requirements
Organization Admin permissions are required to view and manage users.The user list
The user list (Settings > Users) is the central hub for managing the people in your Omni organization. From here, you can invite new users, monitor login activity, and access individual user settings. The user list is organized into tabs for different user types and statuses:| Tab | Description |
|---|---|
| Standard | Standard users in your organization. |
| Embed | Users accessing Omni through an embedded instance. |
| Email-Only | Users added to at least one email delivery who don’t have an Omni account. See Email-only users. |
| Omni Support | Omni support team members with access to your instance. |
| Expired Invitations | Invitations that were not accepted within the expiration window. |
| Invite Requests | Pending requests from users who have requested access through the login page. |
Standard and Embed users
The Standard and Embed tabs display the following columns:| Column | Description |
|---|---|
| Name | The user’s full name. |
| The user’s email address. | |
| Status | The user’s current status: Active, Invited, or Suspended. |
| Last login | When the user last logged in, displayed as relative time (for example, “2 days ago”). Shows “Never” for users who haven’t logged in. This column provides a quick way to monitor user engagement without navigating to the Analytics dashboard, which offers more detailed activity tracking. |
Email-only users
The Email-Only tab lists users who receive email deliveries but don’t have an Omni account. Refer to Email-only users for details on how these users are created and managed. Note: Email-only users aren’t counted towards any licenses.Managing individual users
To access the settings for a specific Standard or Embed user, hover over them in the user list and click the Manage button that appears. On the user’s profile page, you can:- Assign an organization role and model access
- Set the user’s locale and query timezone
- Configure user attributes for data access control
- Impersonate the user to test their data access
User management tasks
Invite users
Send invitations, manage requests, and re-invite users with expired invitations.
Assign permissions
Control access to connections and content with connection roles and model permissions.
Define custom roles
Create variations of base roles with specific permission restrictions for users, groups, and connections.
Organize users into groups
Create groups to manage permissions and content access at scale.
Set up user attributes
Map user-specific variables to control data access, route connections, and personalize content.
Revoke membership
Remove a user from your organization and understand the impact on their content and schedules.
Monitor usage
Track user activity, content engagement, and more with the Analytics dashboard.