Configuring Profile Portal

Profile Portal is configured during onboarding and updated via your Omneo account manager.

Deployment

Profile Portal is deployed as a hosted, white-label website. Brands provide visual assets (logo, colours, fonts) and Profile Portal is configured to match the brand aesthetic. Integration with your eCommerce platform, comms tools, and POS happens through Omneo’s standard webhook and API infrastructure.

Domain setup

Profile Portal is typically configured at https://profile.[brand].com.au or a similar branded subdomain. Contact your Omneo account manager to configure a custom domain.

Branding

Colours, logo, and fonts are configured during onboarding. Contact your Omneo account manager to update brand assets after go-live. See Profile Portal brand asset requirements for the specific images, dimensions, and formats to prepare. Profile Portal login is passwordless by default. Each method is enabled per tenant by your Omneo account manager.

Method	What the customer does	Enabled by
Magic link	Enters their email address and receives an email containing a link that opens Profile Portal logged in. Valid for about 24 hours.	Default for every tenant.
Email code	Enters their email address, receives a 6-digit code by email, and types it into the verification screen.	Email code login, plus a login code email template in your SendGrid account.
SMS code	Enters their mobile number, receives a 6-digit code by SMS, and types it into the verification screen.	SMS login, plus your Twilio sender.
Password	Sets a password on their profile and logs in with email and password.	Password login. When it is on, the code and magic link methods on the login page are not used. See Passwords and authentication.

The magic link, email code, and SMS code emails and messages are sent from your own SendGrid and Twilio accounts, so the sender name, sender address, and branding are yours. When email code login is enabled, a customer with an existing profile is sent a code instead of a magic link and lands on a verification screen with a Resend code button. Customers whose email address is not yet known are sent to sign-up, as before. To enable it, give your Omneo account manager:

Item	Detail
Login code email template	A SendGrid dynamic template that renders `{{code}}`. The same logo, banner image, sender, and button colour as your magic link email are reused, but the template is separate because it contains a code rather than a link. Do not reuse the magic link template.
Subject, title, and subtitle wording	Optional. Defaults are “Your login code” and “Enter the code below to log in to your account. It expires in 15 minutes.” Your wording can include `{{code}}`, `{{expiry_minutes}}`, and the customer’s `{{first_name}}`.
Resend wait	Optional. How long the customer waits before Resend code becomes active. Defaults to 60 seconds.
Verification screen copy	Optional. The field label, description, and button text on the verification screen can be overridden in your language file.

Codes are 6 digits, expire after 15 minutes, can be used once, and are invalidated after 5 wrong attempts. See Code behaviour for the full list. Two limits apply:

Email code login has no effect while password login is enabled.
It is not supported for a Profile Portal embedded in a Shopify theme through the Profile Portal theme extension, because the verification screen opens outside the embedded frame. Embedded tenants keep the magic link.

If your own website owns the login form, it can request and verify codes directly. See Profile Portal login API.

Profile Portal configuration is managed through your Omneo account manager. Self-serve configuration options are coming in a future release.

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Clienteling

Profile Portal

Invites

Configuring Profile Portal

Deployment

Domain setup

Branding

​Deployment

​Domain setup

​Branding

​Login methods

​Email code login

Deployment

Domain setup

Branding

Login methods

Email code login