Organization Admin permissions are required to manage email-only users.
Creating email-only users
Omni automatically creates an email-only user when an email delivery recipient has an email that can’t be matched to an existing Omni user. When the delivery is saved, Omni creates an account for the recipient to track delivery usage and related metadata. Email-only users can also be created programmatically using the manage email-only user API or the bulk manage API.Email-only users aren’t counted towards any licenses.
Managing email-only users
To view and manage email-only users, navigate to Settings > Users and click the Email-Only tab. This tab only appears if there is at least one email-only user in your organization.
Inviting email-only users to your organization
Email-only users can be invited to join your organization as a standard user. The email-only user’s user attributes will be retained and they will remain recipients of schedules.- In the Settings > Users > Email-only tab, locate the user you want to work with.
- Click the in the same row as the user.
- Click Invite to Standard User.
Deleting email-only users
- In the Settings > Users > Email-only tab, locate the user you want to work with.
- Click the in the same row as the user.
- Click Remove Scheduler User.
Assigning user attributes
You can assign user attribute values to email-only users. This is useful when you want to personalize the content of a delivery for each recipient using the Personalize delivery with recipient user attributes option in the email delivery settings. For example, you could assign aregion attribute to each email-only user and deliver a dashboard that filters to only their region’s data.
To assign user attribute values to an email-only user, refer to the Assigning values to individual users section of the User attributes guide.
Email-only users and embedding
When using Omni in an embedded context, theemail parameter associates an embed user with an email address — typically their known work email.
This association is important for email deliveries: if an embedded user adds their email as a delivery recipient and no existing Omni user has the same email address, Omni treats the embedded user as the recipient. This includes their user attributes, which is especially useful when Personalize delivery with recipient user attributes is enabled.