Access request process

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

Get a new teammate into OmniLab with the right access on their first sign-in. This page covers the details to gather before you ask for access, and what each side does to set the account up.

Prerequisites

You know the user's email address.
You know which organisations the user needs.
You know whether the user needs OmniLab Campaigns, OmniLab Smart Links, or both.
An existing Admin 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 address the user will sign in with
Role	Sets whether the user is an Admin or a Contributor
Module access	Controls whether the user can open OmniLab Campaigns, OmniLab Smart Links, or both
Assigned organisations	Sets which organisations the user can select in OmniLab Studio
Sign-in method	Sets whether the user signs in with company single sign-on or Continue with Email

Module access and organisation scope are separate choices

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

List the organisations you need and the modules you will use. Decide 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.

Users tab in General Settings showing the Create User action

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

a company sign-in button (for example Microsoft) if your organisation uses single sign-on — logging in with your company account
Continue with Email, which sends a one-time sign-in link to your inbox

Sign in with the method your environment uses. If email sign-in is enabled, open the link sent to your approved address. OmniLab Studio then 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. Turn on OmniLab Campaigns, OmniLab Smart Links, or both depending on what the user should open after sign-in.

If your environment uses company single sign-on, 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 open the 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.