Account Settings let you manage stores, billing, users, and security across your Omnisend account. These settings apply to all stores connected under the same account owner.

In this guide, you'll learn how to access the Profile menu, switch between stores, update billing information, invite team members, and enable two-factor authentication.

💡 What's the difference between Account Settings and Store Settings?

Account Settings (Profile menu, top right) manages account-wide settings: stores, billing, users, and security.

Store Settings (left sidebar) manages settings for the currently active store: pricing, branding, SMS, email domains, and integrations. Learn more about Store Settings.

Before You Begin

The Profile menu is located in the top-right corner of your Omnisend dashboard (look for your account icon or name).
Owners and Admins can access all Account Settings. Managers cannot view billing or add users.
If you manage multiple stores, you can add them under one account or create separate accounts. Each store requires its own subscription and is billed separately. Learn more about managing multiple stores 👈

Brand ID identifies a specific store (click store name in top left corner). Account ID identifies your account (Profile menu → Stores → AccountID). Find examples here 👈

Access Account Settings

Click your profile icon (top right corner) to open the Account Settings menu.

From here, you can access:

• Stores – view and switch between connected stores
• Billing Info – manage payment methods
• Billing History – view and download invoices
• Users – invite team members and assign roles
• Password & Authentication – change password and enable two-factor authentication

Looking for store-specific settings like pricing, brand assets, or integrations? See the Store Settings guide.

Stores

View all stores connected to your Omnisend account. From here, you can access your store and register a new one on the same account.

Each store shows:

Store name
Pricing plan
Store URL
Connection date
Access button

Switch Between Stores

Option 1 (all roles): Click Profile menu → Switch store → select the store.
Option 2 (Owner/Admin only): Click Profile menu → Stores → click Access next to the store name.

Note: If you see a "permission denied" error when accessing the Stores page, your role (Manager, Analyst) doesn't allow access. Use Option 1 instead, or ask an Owner/Admin to upgrade your role. Learn more about user roles 👈

Add a New Store

Click Profile menu → Stores → Add new store → enter store details → Add store.

Important: Each store added to your account requires its own subscription, billed separately based on contact count. You can use one credit card for all stores, but pricing plans are not shared. To use separate payment methods for each store, create separate Omnisend accounts with different owner emails.

Find Your Brand ID or Account ID

Brand ID identifies a specific store and is used by Support for troubleshooting. Find it by clicking your store name in the top left corner.

Account ID identifies your entire Omnisend account and is used when granting partner access. Find it by going to Profile menu → Stores – it's listed under "AccountID."

If you have multiple stores, each has its own Brand ID, but your account has only one Account ID.

Billing Info

Add and manage credit cards and billing information. This information appears on your invoices.

Tip: Add multiple credit cards to your account. If payment fails on the default card, the system tries the backup card automatically – preventing Automation Workflows from being disabled due to payment issues.

Billing History

View and download all invoices for your account. Use the search bar to find specific invoices.

Note: You cannot edit already-issued invoices. To update billing information for future invoices, go to Profile menu → Billing Info.

Invoice Auto-Forwarding

Set up invoice auto-forwarding to send new invoices to an external email (e.g., your bookkeeper or accounting software).

Go to Profile menu → Billing History
Click Add email
Enter the email address
Click Set up

New invoices will be automatically forwarded to the email address you added.

Users

Invite team members to your Omnisend account and assign role permissions. You can control which stores users can access and what actions they can perform.

Role permissions:

Owner/Admin – full access to Account Settings and Store Settings
Manager – can access Store Settings and campaigns; cannot access Account Settings → Stores or Billing
Analyst, Campaign Coordinator, Content Creator – limited access (view-only or specific features)

Learn more about user roles and permissions.

Password & Authentication

Click Profile menu → Password & Security to manage your login credentials.

Change Password

Enter your current password and new password → Save password.

Enable Two-Factor Authentication (2FA)

Add an extra security layer by requiring an authenticator app code when logging in.

Once enabled, you'll enter a code from your authenticator app (Google Authenticator, Authy, etc.) every time you log in.

Note: All users can enable 2FA for their own accounts.

⚠️ Important: You'll need to enter a code from your authenticator app every time you log into Omnisend. Save your recovery keys during setup in case you lose access to your authenticator app.

FAQ

Where is the Profile menu? I can't find Account Settings.

The Profile menu is located in the top-right corner of your Omnisend dashboard (look for an icon). Click it to access Account Settings, including Stores, Billing, Users, and Password settings.

What's the difference between Account Settings and Store Settings?

Account Settings (Profile menu, top right) manages account-wide settings: users, billing, connected stores, and security.

Store Settings (left sidebar) manages settings for the currently active store: pricing, branding, SMS, email domains, integrations, and connected store details.

Will I need to use 2FA every time I log in?

Yes. Once you enable two-factor authentication (2FA), you'll need to enter a code from your authenticator app every time you log into Omnisend. Save your recovery keys during setup in case you lose access to your authenticator app.

How do I add a team member?

Go to Profile menu → Users → Invite user. Enter their email, select their role (Owner, Admin, Manager, etc.), choose which stores they can access, and click Confirm. They'll receive an email invitation to accept.

Can Managers see billing information or payment methods?

No. Only Owners and Admins can view and edit billing information, payment methods, and invoices. Managers cannot access any billing or account-level settings, and they cannot export contact data.

Why should I add a backup credit card?

If your primary payment method fails, Omnisend automatically charges your backup card. This prevents your automations and campaigns from being disabled due to billing issues. Add a backup card in the Profile menu → Billing Info.

How do I automatically send invoices to my bookkeeper?

Set up invoice auto-forwarding to send new invoices to an external email. Go to Profile menu → Billing History → Add email, enter the recipient's email address, and click Set up.

How do I disconnect or remove a store from my account?

Store disconnection requires support assistance. Contact our team via live chat or email [email protected] with your account name and store URL. Disconnection requests are typically processed within 48 hours.