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Roles in Omneo define the relationship between a customer profile and an organisation. They specify what kind of member the profile is within that organisation.

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Role Definitions

Role Definitions are templates that specify:
  • The role name (e.g., “Employee”, “Student”, “Member”, “Director”)
  • The handle (machine-readable)
  • Any associated entitlements or modifiers
Role Definitions are created in CX Manager and managed via the Role Definitions API.

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Role Instances

When a profile is linked to an organisation, a Role Instance is created. The instance references:
  • The Profile
  • The Organisation
  • The Role Definition
  • Optional start and end dates (for time-limited roles)
  • Status (active or inactive)
Role Instances can be updated after creation. Use the update endpoint to change role_definition_id, is_active, or expires_at without removing and re-adding the profile.

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How roles are used in incentive logic

Roles can be used as conditions in reactions and benefit eligibility checks. For example:
  • “Issue a 30% benefit to any profile with an ‘Employee’ role in the ‘Acme Corp’ organisation”
  • “Only allow claims of the ‘Supplier Trade’ benefit if the profile has an active ‘Supplier Staff’ role”

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Permissions (CX Manager users)

Note: CX Manager user roles (Admin, Manager, Reporting, Machine) are separate from the Organisation Role system. User roles control access to CX Manager features. Organisation Roles define customer profile relationships with external entities. See Accessing CX Manager for CX Manager user role details.