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Documentation Index

Fetch the complete documentation index at: https://docs.omneo.io/llms.txt

Use this file to discover all available pages before exploring further.

Customer authentication for Profile Portal and Omneo-powered account experiences uses a passwordless magic link flow by default, with 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

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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.

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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.

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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. Trigger a new magic link send from their Profile Portal login page
Do not share or reset passwords on behalf of customers — have them initiate the reset themselves for security.

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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.