Access request process

Request or provision OmniLab access with the right role, modules, organisations, and sign-in method.

In this article, you'll learn how access requests are usually handled in OmniLab, what information must be collected before access is granted, and how the first sign-in works once the account is ready.

Prerequisites

You know the user's email address.
You know which organisations the user needs.
You know whether the user needs Campaigns, Smartlinks, or both.
An existing Admin user can create or update the account from General Settings > Users.

Information to collect before access is granted

Item	Why it matters
Email address	The account must be created for the exact email address the user will use to sign in
Role	Determines whether the user is an `Admin` or a `Contributor`
Module access	Controls whether the user can open `Campaigns`, `Smartlinks`, or both
Assigned organisations	Defines which organisations the user can select in Studio
Sign-in method	Determines whether the user signs in through SSO or through Continue with Email

Module access and organisation scope are separate choices

Module Access decides which product areas appear, such as Campaigns and Smartlinks. Assigned Organizations decides which organisations the user can actually select in Studio.

The sign-in page is environment-specific

Users only see the sign-in methods enabled for their OmniLab environment. If the expected option is missing, ask an admin to confirm how access is configured.

Request access as an end user

Gather the access details

Before asking for access, confirm the organisations you need, the module or modules you will use, and whether you need Admin or Contributor access.

Ask an OmniLab admin to provision your account

Access is usually provisioned by an existing admin from the Users area in the Global organisation settings surface.

The admin should confirm which sign-in method is enabled for your environment:

an SSO provider button such as Microsoft or another configured provider
Continue with Email, which sends a magic link to your inbox

Sign in with the method your environment uses. If email sign-in is enabled, open the magic link sent to your approved email address. Once you are signed in, Studio opens with your assigned organisations and module access.

Process requests as an admin

Switch to the Global organisation

Open the organisation switcher in the sidebar, select the Global organisation, and open General Settings.

Open the Users tab

Inside General Settings, open Users to review existing accounts or create a new one.

Create or update the user

Set the user's Email Address, User Role, Assigned Organizations, and Module Access. Use Campaigns, Smartlinks, or both depending on what the user should open after sign-in.

If your environment uses SSO, make sure the user signs in through the configured provider. If your environment uses email sign-in, tell the user to choose Continue with Email and use the magic link sent to that same address.

Users and authentication

Understand how users sign in and how roles, modules, and organisation assignments work together.

Assign users to organisations

Create or update a user with the right organisations, role, and module access.

Roles and permissions

Compare Admin and Contributor access, and see how module access changes visibility.