With Omnisend, you can invite multiple team members to your account and assign different roles to control what each user can access and manage. Tiered user roles let you grant the right level of access – whether it's full control for admins or limited permissions for designers and contractors.

In this article, you'll learn what user roles are available in Omnisend and how to invite, manage, and remove users from your account.

Important points to remember:

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 by selecting stores under Let me choose stores.

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. Learn how to transfer account ownership

Admins have full account access just like Owners. However, Admins do not receive important account notifications, and their access can be changed or revoked.

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.

Analysts have 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 data exports.

Campaign Coordinators can create and send campaigns and automations. They have limited access to the audience section – they can create or edit segments but cannot see or export contacts. They can view forms but cannot make changes or create new signup forms.

Content Creators have limited permissions and can only create or edit campaigns and automation workflows. They cannot send and schedule messages (only test emails). Content Creators can view saved segments but cannot see or export contacts. Content Creator does not have access to the Forms or Reports tabs.

Step 1. Go to Account Settings → Users → Invite user.

Step 2. Enter the user's email address → select the role → select store access (all stores or specific stores) → click Confirm.

Step 3. The invited user will receive an email with the subject "Invitation to join your team." They must click Join Omnisend in the email to accept. Until they accept, they'll appear as Pending under User Invitations at the bottom of the Users tab.

Step 4. The user must click Join Omnisend in the email received.

Step 5. If the user doesn't have an Omnisend account yet, they must fill out a short form with their contact details and create a password.

The user is now added to your account and can log in with the role you assigned.

You can change a user's role at any time. This lets you start with minimal access (e.g., Content Creator) and upgrade permissions as your team's needs evolve.

Step 2. Select the new role → click Confirm.

Step 1. Go to Account Settings → Users → find the user → click More → Revoke access.

Step 2. Confirm the action. The user will immediately lose access to your account.

With tiered user roles and permissions, you can securely manage access across multiple brands and accounts. Whether you're working with internal team members or contractors, assigning the right roles helps keep everything organized and secure.

Which role should I assign to a designer or contractor who will create campaigns but shouldn't have full access?

Start with Content Creator if they only need to design and edit campaigns/automations (they can't send or schedule live messages). If they also need to send campaigns and create workflows, use Campaign Coordinator. If they need to create signup forms or popups, assign the Manager role.

Note: Campaign Coordinator can view forms but cannot create or edit signup forms/popups.

Why can't I see the Users section in Account Settings?

Only users with Owner or Admin roles can access the Users section. If you don't see it, your current role (Manager, Analyst, Campaign Coordinator, or Content Creator) doesn't have permission.

Contact your account Owner or Admin to change your role to Admin if you need user management access.

If you're the Account Owner but still can't see the Users section, try clearing your browser cache, using incognito mode, or switching browsers. If the issue persists, contact Omnisend support.

The invited user didn't receive the email. What should I do?

Ask the invited user to check their spam/junk folder. The invitation email comes from Omnisend with the subject "Invitation to join your team." You can check if the invitation was sent by going to Account Settings → Users – pending invitations appear at the bottom. Click More → Cancel invitation and re-add the user again if needed.

Can I change a user's role after I've assigned it?

Yes. Go to Account Settings → Users → find the user → click More → Edit role → select the new role → click Confirm. This lets you start with minimal access (e.g., Content Creator) and upgrade permissions as needed.

Can I assign different roles to users for different stores in my account?

Yes. When inviting a user, select Let me choose stores instead of Access to all stores. You can restrict Manager, Analyst, Campaign Coordinator, and Content Creator roles to specific stores. Owner and Admin always have access to all stores.

What's the difference between Campaign Coordinator and Manager?

Campaign Coordinator can create and send campaigns and automations but has limited audience access (can't see or export contacts) and can only view forms (not create or edit).

Manager has access to all core features including creating/editing forms and segments, but cannot export contacts or manage account settings and users.

Can I remove a user who has already accepted the invitation?

Yes. Go to Account Settings → Users → find the user → click More → Revoke access → confirm. The user will immediately lose access to your account. Only Owner and Admin roles can revoke access.