Assign users to organisations
Create or update a user with the right organisations, role, and module access from General Settings.
Give a user access to the right organisations, with the right role and modules, before their first sign-in. This page walks through creating or updating the account from General Settings.
Prerequisites
- You are signed in as an Admin.
- The Global organisation is selected in OmniLab Studio.
- You know the user's email address, required organisations, role, and modules.
One role applies across all assigned organisations
The user form applies one role to the whole account. You can assign several organisations to the same user, but you cannot set a different role per organisation here.
Know what each field controls
| Field | What it controls |
|---|---|
| Email Address | The identity the user signs in with |
| User Role | Whether the account is Admin or Contributor |
| Assigned Organizations | Which organisations the user can select in OmniLab Studio |
| Module Access | Whether the account can open OmniLab Campaigns, OmniLab Smart Links, or both |
Assign a user to one or more organisations
Open the Users tab
Switch to the Global organisation, open General Settings, then open the Users tab.
Click Create User
Use the Create User action to open the user form.
Fill the core identity fields
Enter the user's Email Address, choose the User Role, and select one or more Assigned Organizations.
Set Module Access
Turn on OmniLab Campaigns, OmniLab Smart Links, or both depending on which parts of OmniLab the user should be able to open.
Create the account and confirm the result
Finish the form, create the user, and check that the new account appears in the users list with the expected organisations and access level.
Multi-org assignment tips
- Use one account when the same person works across several organisations.
- Assign only the organisations the user needs today, so the switcher stays short.
- Remember that the user's role stays the same across every assigned organisation.
- If the user later needs another organisation, update Assigned Organizations instead of creating a second account.
What happens next
After the account is created, the user signs in with the method enabled for your environment. If they have more than one assigned organisation, they can switch between them from the organisation switcher in the sidebar.