Omneo CX Manager uses a role-based permission system. Every user is assigned a role that controls what they can read, create, update, and delete within the platform.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.
Roles
| Role | Description |
|---|---|
| Admin | Full read, write, update, and delete access to everything in CX Manager |
| Manager | Read, update, and delete access — cannot create new data or configurations. Can still create profiles in Clienteling |
| Reporting | Read-only access — suited to users who need to view data and generate reports |
| Machine | For integrations only — not for human users. Use this role when creating a user account to power an API integration |
Creating a user
- In CX Manager, navigate to Settings → Users
- Enter the user’s name and email address
- Assign a role
- Set a password — passwords must be at least 32 characters
Machine users and API tokens
For programmatic access, prefer creating a Machine user and generating an API token scoped to that user. This gives you clear audit trails and the ability to revoke access without impacting other users. See API Tokens for details on generating and managing tokens.Clienteling access
Users with the Manager role can log in to Clienteling and create profiles there, even though they cannot create records via CX Manager. If you want a staff user to have Clienteling access only (without CX Manager access), the Manager role is the appropriate choice.Content needed: granular permission matrix per role, invite-by-email workflow, SSO/SAML configuration if supported.