Create and edit a new user account

From the Users and permissions tab, administrators can create, delete and edit users’ Ometria accounts.

Click your account name in the top right corner of the app, then Settings > Users and permissions:

You can also trigger a Reset Password email for a user from this screen.

To create a new account, select Create New User - to edit, simply select any user from the tabs on the left:

Complete or edit the form as necessary:

Field	Description
Display name	Enter the user’s name as you’d prefer it to display in Ometria.
Email	Enter the user’s email address.
Phone number	Enter the user's phone number - this is a requirement for accounts using multi-factor authentication.
Role	Select from: User - to customise the required permissions (see below) Administrator - to enable all permissions CRM only user - access only to the Contact list (https://app.ometria.com/app/[your account ID]/crm-list), with limited access to the contact details screen without editing permissions. Note: To change an Administrator role to a User role, follow these steps.
Permissions (select as needed)
Administer account (and all other permissions)	The user has administrator access and can edit all permissions and settings in Ometria. Note: If this permission is checked, the user will have the Administrator role regardless of their other permissions. You should uncheck this box for general users.
Can export data	The user can see the Export button in the Ometria reports and Segment explorer, and can download this data as a CSV or .XLS file.
Modify automation campaigns	The user has permission to make changes to automation campaigns.
View marketing statistics	The user has access to all of the dashboards in Ometria including Overview, the Realtime dashboard and Campaign Performance. This includes access to static coupon pools, the asset manager and the email interaction cohort report.
View saved segments	The user has access to saved segments.
View cohort report	The user has access to the cohort report.
View orders report	The user has access to the orders report.
Anonymise contact	The user can anonymise contacts in Ometria, i.e. remove all personally identifiable information (PII data) from Ometria.
Access settings (excluding user access and API keys)	The user has access to everything in the Settings screen except for: Users and permissions API keys This setting also allows users to create multi-language campaigns.
View email campaigns (automation and broadcast)	The user can see email campaigns.
Can publish automation campaigns	The user can publish automation campaigns.
View customer details	The user has access to the segment explorer including the Contacts tab and contact profiles.
Modify saved segments	The user can make changes to saved segments.
View products report	The user has access to the products report.
Schedule broadcast campaigns	The user can schedule broadcast campaigns.
Can create and modify data exports	The user can create and make changes to AWS S3 bucket data exports.

Select Save to preserve your changes, or select Delete User to permanently remove them from Ometria.

Note: When you Save a new user they 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 11 characters in length.

Create and edit a new user account

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