With Omnisend, you can have multiple users in one account with different roles assigned to access and manage different parts of your account. We support tiered user roles, which allows us to restrict access for specific users in your account.
In this article, you will learn what different user roles are available on Omnisend and how to add and manage users in your account.
Before You Begin
There are a few important points to remember for User Roles Management:
Account-Level Access: Owners and Admins are assigned at the account level, not the store level, so they have access to all stores under the same account. Owners and Admins can also control brand-specific access for roles like Manager, Analyst, Campaign Coordinator, and Content Creator.
How It Works:
Owners and Admins always have full access to all stores. Other roles (e.g., Manager) can be given access to specific brands during user invitations or by editing their existing permissions. When selecting their store access, you will see two options: Access to all stores or Let me choose stores.
Example Use Case:
If you manage multiple brands and want a specific Manager to oversee only Brand A, you can restrict their access to other brands in the account by selecting stores under Let me choose stores setting.
Unique Credentials: Each user will have a unique username and password for their login.
Role-Based Access Control: Tiered user roles allow you to define and restrict specific access levels within your account. For example, you can grant or restrict access to specific brands for roles other than Owner or Admin, who get access to all stores under the same account.
Multiple Roles Across Accounts: Users can hold different roles in different accounts, providing flexibility for managing access across multiple organizations.
Brand-Specific Access: Users in one account can access multiple stores registered under that account, but their access can now be limited to specific brands based on their role permissions.
Owner and Admin Privileges:
Only one Owner can be assigned to an account.
Owners and Admins always have full access to all stores under the same account.
Owners and Admins can manage user roles and permissions, including setting brand-specific access for other user roles.
Unlimited Seats: Omnisend plans offer unlimited user seats, ensuring you can add as many team members as needed.
Available User Roles
Owner. Owners have complete account access and receive all important notifications related to the account. By default, the first person who creates the Omnisend account is the Owner. Only one Owner can be assigned to the account.
Admin. Admins, as well as owners, have full account access. However, admins do not receive important account notifications, and their access to the account can be changed or revoked.
Manager. Managers can access all core features in the account. However, they cannot export contacts and reports or access/manage account-related information and account users.
Analyst. Analysts have view access to the audience, campaigns, forms, and automation sections for statistics and reporting purposes. They cannot create and send campaigns/automation messages. Analysts can also perform the export of data.
Campaign Coordinator. Campaign coordinators can create and send campaigns and automation. They have limited access to the audience section, though - they can create or edit segments but cannot see or export the contacts. They can view forms but cannot make changes or create new signup forms.
Content Creator. Content creators have limited permissions and can only create or edit campaigns and automation workflows. They cannot send and schedule the messages (only test emails). Content creators can view the saved segments but cannot see or export the contacts. Content Creator does not have access to Forms or Reports tabs.
📖 Note! There's a separate Partner role, but it's not managed under Account Management. To learn more about the Partner portal, read our dedicated guide.
Key for the table:
✔️ - full access;
Cells with red fill color - restricted access;
❌ - no access.
| Owner | Admin | Manager | Analyst | Campaign Coordinator | Content Creator |
Account-related Notifications | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
Dashboard | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
Account Management | ✔️ | ✔️ | ❌ | ❌ | ❌ | ❌ |
Users Management | ✔️ | ✔️ | ❌ | ❌ | ❌ | ❌ |
Store Settings | ✔️ | ✔️ |
|
|
|
|
Campaigns | ✔️ | ✔️ | ✔️ | ❌ | ✔️ |
|
Automations | ✔️ | ✔️ | ✔️ |
| ✔️ | ✔️ |
Forms | ✔️ | ✔️ | ✔️ |
|
| ❌ |
Reviews | ✔️ | ✔️ | ✔️ |
|
| ❌ |
Audience | ✔️ | ✔️ |
|
|
|
|
Export | ✔️ | ✔️ | ❌ | ✔️ | ❌ | ❌ |
Reports | ✔️ | ✔️ | ✔️ | ✔️ |
| ❌ |
Live View | ✔️ | ✔️ | ✔️ | ✔️ | ❌ | ❌ |
Contact Profile | ✔️ | ✔️ | ✔️ |
| ❌ | ❌ |
Managing Users
Adding New Users
1. Navigate to Account management → Users → click 'Invite user.'
2. Enter the user's email address → select the role → select the store access for all stores under account or specific store → click Confirm.
3. The invited person must confirm they want to be added by accepting the invitation sent to their email and registering on Omnisend. Until that happens, you see them under the new "user invitations" section at the bottom of the Users tab.
4. The user must confirm the invitation by clicking Join Omnisend in the email received.
5. If this user doesn't have an Omnisend account yet, they must fill out a short form with the contact and password details set.
That's it; the user will be added!
Note! If the user already has an Omnisend account, they will be immediately added to your account with your selected role after confirming the invitation.
Managing User Roles
1. On the Account Management page, find the user you want to manage → click More → 'Edit role'.
2. Select the new role for your user → click 'Confirm.'
Revoking Access
1. On the Account Management page, find the user → More → click 'Revoke access.'
2. Confirm the action and that the user can no longer access your account.
Have any questions? Our Customer Support Team is available 24/7.