These permissions are currently only for retailers who onboarded to Ometria after 15th October 2025.
If you are a CDXP retailer and onboarded before October 2025, see: User permissions
To review your users, roles and associated permissions, go to: Settings > Users and permissions
From the Users tab you can see all of the users in your account, their roles and the last time they logged in.
Add new user
Select Add new user and fill in the details:
| Field | Description |
| Display name | The user's name as it will appear in Ometria. |
| The user's email address. | |
| Phone | The user's phone number - this is mandatory if you are using multi-factor authentication in your account. |
| Role in this account |
Select a role from the dropdown menu. Once you choose a role, the permissions available to them display in a list, so you can check if that's the right role for them. |
Click Send invitation.
The user will receive an email notifying them that their profile has been created, prompting them to create a password and log into Ometria.
Passwords must be a minimum of 15 characters in length.
Role management
In the Role management tab you can see all of the roles available in your account, how many users are assigned to each, and what kind of access they have.
Click the action to see the full list of access permissions per role.
Roles
| Role | Description |
| Admin | The user has administrator access and can edit all permissions and settings in Ometria. |
| Power user |
The user has access to most of Ometria and can export data. Power users can't create new users or generate API keys. |
| Power user (no export) |
The user has access to most of Ometria. Power users can't create new users, generate API keys or export data. |
| Viewer |
The user has view-only permission for all of Ometria's features. Viewers don't have access to any Settings. |
| Audience manager |
The user can access customer insights, contact upload and the segment explorer. Audience managers can also delete contacts from Ometria. |
|
Experience manager |
The user can view and edit all of our campaign types, overlays and templates, and can access related reports. Experience managers can't access account settings, delete contacts or export data. |
| Website personalisation manager | The user only has access to website personalisation and view access to saved segments and the segment explorer. |
| Analyst |
The user has access to customer insights, all reports and the overview and realtime dashboards. Analysts can't export data from Ometria. |
| Tech team |
The user can manage custom fields, data exports, integrations, Architect settings and security in the platform. They can also upload contacts via CSV. |
| In-store viewer | The user only has access to the Single Customer View (contact details). |
| Viewer non-PII |
The user has view-only permission for all of Ometria's features, but they can only see non-personally identifiable information in Ometria (i.e. they can't see sensitive data such as email address, shipping address, phone number, etc.). These users don't have access to any Settings. See also: Restricting PII (sensitive data) in Ometria (beta) |
Custom roles
You can create roles with permissions customised to your business needs.
In the Role management tab, click Add new role:
Give your custom role a Title and a Description if needed, then simply select the permissions this role should be granted.
Select Save once you're finished.
You can always edit the custom role after saving:
Once saved, you can assign this role to your users.
You can also quickly delete a custom role by selecting the bin icon
(CXP) Cloning permissions
To assign cloning permissions to users in an Ometria account you need:
- Any role that has the permission User and Permission: Edit in the global/parent account, and;
- The permission User and Permission: Edit in the account you're setting up permissions for.
See also: Cloning permissions and hierarchy
Comments
0 comments
Article is closed for comments.