Users and authentication

See how users sign in and how roles, module access, and organisation assignments shape access in OmniLab.

4 min read

Understand how a teammate signs in to OmniLab and why what they can do depends on more than one setting. This page shows how sign-in, roles, module access, and organisation assignments work together.

What an OmniLab user account contains

Each OmniLab user account is defined by a small set of access settings:

User account settingWhat it controlsGood to know
Email addressThe identity used for sign-inThe account must be created for the exact email address the user will sign in with
Authentication ProviderHow this user is allowed to sign inEvery account is assigned exactly one provider, chosen when the account is created
RoleWhether admin-only settings are availableThe two roles are Admin and Contributor
Module accessWhich product areas appear in navigationOmniLab Campaigns and OmniLab Smart Links are assigned separately
Assigned organisationsWhich organisations the user can select in OmniLab StudioA user can be assigned to one or several organisations

A user account combines several access settings

In OmniLab, access is not controlled by one single field. What a user can do depends on the combination of role, module access, assigned organisations, and the organisation currently selected in OmniLab Studio.

Authentication methods

The sign-in page shows only the methods enabled for your OmniLab environment.

Sign-in methodWhat users seeWhat to expect
Company single sign-on — logging in with your company account, such as MicrosoftA company sign-in button on the sign-in pageOmniLab signs the user out of Studio after 24 hours, regardless of the session length allowed by your company's identity system
Email sign-inContinue with Email on the sign-in pageOmniLab emails a one-time sign-in link to the approved address, and the link expires after 24 hours

Each user signs in one way

An environment can offer several methods, but an individual account is tied to exactly one of them. If a user is assigned company single sign-on, requesting an email link for that address does not sign them in — and the reverse is true too. The method is part of the account, not a menu the user picks from.

This is what makes single sign-on actually enforce your company's rules. When an account can only authenticate through your identity provider, whatever that provider requires — multi-factor authentication, device or network conditions — applies to OmniLab as well, and disabling someone there ends their OmniLab access too. Leaving email sign-in open as a second route for the same person would quietly bypass all of it.

RuleWhat it means in practice
A method is required when the account is createdThere is no default. Whoever creates the account chooses it, even when your environment enables only one method
Only an Admin can set or change itA Contributor cannot change how anyone signs in, including themselves
It must be a method your environment enablesYou cannot assign a method that is switched off for your environment, and turning a method off blocks the users assigned to it

Where you choose it

The field is called Authentication Provider on the create- and edit-user forms, and it explains itself: "This user can only sign in through the selected provider." It appears when your environment enables more than one provider. With only one enabled there is nothing to choose, so the field is hidden and that provider is assigned for you.

If a user cannot sign in

The sign-in page names the reason. The most common ones:

What the user seesWhat it means
Wrong sign-in methodThey authenticated a different way than their account allows. They must go back and use their assigned method
User not foundNo account exists for that email address in this organisation
Email domain not allowedTheir email domain is not on the allowed list for this environment
No organisation assignedThe account exists but has no organisation, so there is nothing to sign in to
Wrong organisationTheir identity provider account belongs to a different organisation than this OmniLab environment expects
Sign-in unavailableOmniLab could not verify the account just then. This one is worth retrying

A Wrong sign-in method message is worth reading carefully: because the user is already signed in with their identity provider, clicking that same button again re-authenticates silently and fails the same way. They have to switch methods, not retry.

What controls what a user can see

Access layerWhat it controlsGood to know
RoleWhether admin-only settings are availableThe two roles are Admin and Contributor
Module accessWhich product areas appear in navigationOmniLab Campaigns and OmniLab Smart Links are assigned separately
Assigned organisationsWhich organisations the user can select in OmniLab StudioUsers can switch only between organisations assigned to their account
Selected organisationThe campaign and settings contextOmniLab Studio changes what you can see and manage when you switch organisation

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