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Organization Admin permissions are required to manage email-only users.
An email-only user is a delivery recipient who doesn’t have an Omni account. Unlike Standard or Embed users, email-only users can’t log in to Omni — they only receive scheduled email deliveries.

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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. See Resolving delivery recipients by email for more information. Email-only users can also be created programmatically using the manage email-only user API or the bulk manage API. After a new email-only user is created, you should immediately set values for their user attributes.
Email-only users aren’t counted toward any licenses.

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Accessing email-only users in Omni

To view and manage email-only users, click Settings > Users and select the Email-Only tab. This tab only appears if there is at least one email-only user in your organization. The Email-Only tab in the Users settings page, displaying a list of email-only users with their names and schedule counts. The tab displays each user’s Name and the number of Schedules they are included in.

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Inviting email-only users to your organization

Email-only users can be invited to join your organization as a Standard user. The user’s attributes will be retained, and they’ll remain recipients of schedules.
  1. In the Settings > Users > Email-only tab, locate the user you want to work with.
  2. Click the in the same row as the user.
  3. Click Invite to Standard User.
Omni will move the user to the Standard tab and display an Invited badge next to their display name.

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Deleting email-only users

Heads up! Deleting an email-only user removes their email from all deliveries where they are a recipient.
  1. In the Settings > Users > Email-only tab, locate the user you want to work with.
  2. Click the in the same row as the user.
  3. Click Remove Scheduler User.

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Assigning user attributes

Email-only users can be assigned user attributes like any other user type. These attributes personalize the content they receive from email deliveries. For example, you could assign a region attribute to each email-only user and deliver a dashboard that filters to only their region’s data.
The steps to assign attributes to email-only users are the same as for any other user. See Assigning attributes to users for more information.
Make sure you set user attribute values for email-only users before their deliveries run! If user attributes have default values, email-only users will inherit the defaults if values are not explicitly set. This can result in errors or no rows being returned. For attributes used in access filters, it can also expose unfiltered data in deliveries where they’re a recipient.

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Next steps