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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.

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Roles

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Creating a user

  1. In CX Manager, navigate to Settings → Users
  2. Enter the user’s name and email address
  3. Assign a role
  4. Set a password: passwords must be at least 32 characters
Machine role accounts are for API integrations only. Never share Machine user credentials with human users. Store credentials securely.

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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.

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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.