Skip to main content
Customer authentication for Profile Portal and Omneo-powered account experiences uses a passwordless magic link flow by default, with an optional one-time login code by email or SMS, and optional password-based authentication. The default and recommended authentication method. The customer enters their email address, Omneo sends a secure magic link to that address, and clicking the link logs them in without a password. Benefits:
  • No password for customers to forget
  • Eliminates the risk of weak passwords or credential stuffing
  • Reduces support enquiries about forgotten passwords

One-time login code (optional)

Instead of a link, the customer receives a 6-digit code by email or SMS and enters it on a verification screen. The code expires after 15 minutes, works once, and is invalidated after 5 wrong attempts. The customer can ask for a new code after a short wait (60 seconds by default). Choose a code over a magic link when:
  • Customers often read email on one device and log in on another, for example in store on a shared tablet or on a laptop with email on their phone.
  • Corporate mail filters or link scanners open links before the customer does, which can consume a magic link.
  • Your own website owns the login form and you want the customer to stay on your site rather than open Profile Portal.
Email codes and SMS codes are enabled per tenant. Email codes are not available for a Profile Portal embedded in your Shopify theme. See Login methods.

Password authentication (optional)

If your implementation requires password-based login (e.g., for eCommerce account integration), customers can set a password on their Omneo profile. Passwords must be strong and are stored with bcrypt hashing. Omneo does not expose passwords via the API.

Staff accounts (CX Manager)

CX Manager users require a password. Per Omneo’s security policy, passwords must be at least 32 characters. Use a password manager to generate and store secure passwords. Staff should never share CX Manager credentials. Each staff member should have their own account with the appropriate role.

Resetting a customer’s access

If a customer reports they cannot access their account:
  1. Verify their identity (ask for name, email, recent purchase details)
  2. Confirm their email address in CX Manager
  3. Ask them to request a new magic link or login code from their Profile Portal login page
Do not share or reset passwords on behalf of customers, have them initiate the reset themselves for security.

OAuth and SSO

For eCommerce integrations, Omneo supports OAuth 2.0 for connecting platform-level customer accounts to Omneo profiles. See Authentication for technical details.