Profile Portal theme extension

The Profile Portal theme extension embeds the Omneo Profile Portal inside any Shopify theme as an iframe dialog. The extension handles authentication for the logged-in customer using the Omneo CX app proxy, so no token plumbing is required in theme code.

This extension ships with the Omneo CX Shopify app. See the Shopify extension overview for installation.

Enable the extension on a theme

The Profile Portal is a Shopify global theme app extension. To enable it on a theme:

Open the theme editor

In Shopify admin, go to Online Store → Themes, then Customize the theme you want to enable Profile Portal on.

Enable the app embed

Open the App embeds panel (the puzzle-piece icon), find Profile Portal, and toggle it on.

Configure the block

Set the block settings to match your storefront (see Block settings).

Save the theme

Save the theme. The portal dialog is now available on every page of that theme.

Block settings

Setting	Description
Button Selector	CSS selector for the element that opens the portal when clicked. Defaults to `#profile-portal-button` (the selector used by the Profile Portal Button block).
Path	Default path to load inside the portal iframe (for example, `/profile`). Leave blank to open the portal root.
Base URL	Override the portal base URL. Leave blank to use `https://{tenant}.profileaction.io`.
Enable Overlay	When enabled, the portal opens over a darkened overlay and closes when the overlay is clicked. When disabled, the portal closes on any click outside its container.

Profile Portal Button block

The Profile Portal Button is an optional section block that renders a pre-styled account icon with the #profile-portal-button ID. Drop it into a header or any section to get a no-code way to toggle the portal.

Setting	Description
Icon URL	URL to an external SVG that replaces the default account icon. Leave blank to use the bundled icon.

If you already have an account button in your theme, skip this block and point the Profile Portal Button Selector setting at your existing element instead.

Authentication

The Profile Portal fetches a token from GET /apps/cx via the Omneo CX Shopify app proxy. Shopify automatically authenticates the request against the storefront session, so the token is scoped to the currently logged-in customer (or is anonymous when no customer is logged in). Tokens are cached in sessionStorage under the key omneo-cx-{customerId}-id-token and refreshed automatically when they expire or when the logged-in customer changes. You do not need to manage tokens manually unless you are integrating with a custom login flow, in which case the window functions below give you full control. See Shopify Authentication for the underlying token exchange.

Window functions

The Profile Portal block exposes the following functions on window for programmatic control from theme code, custom buttons, or third-party scripts.

`openOmneoCXProfilePortal(path, force)`

Opens the profile portal dialog.

Parameter	Type	Description
`path`	`string`	Path to load inside the portal iframe (for example, `/profile/rewards`). Omit to use the block’s default Path setting.
`force`	`boolean`	When `true`, opens the requested `path` directly even if the current session is anonymous. When `false` (default), anonymous sessions are redirected to `/login` regardless of the requested path.

// Open the portal at the default path
window.openOmneoCXProfilePortal()

// Open the portal at a specific path
window.openOmneoCXProfilePortal('/rewards')

`closeOmneoCXProfilePortal()`

Closes the profile portal dialog and resets the iframe src to about:blank so no session is kept alive in the background.

window.closeOmneoCXProfilePortal()

`fetchOmneoCXToken(force)`

Fetches an ID Proxy token from /apps/cx, updates internal state, and caches the result in sessionStorage.

Parameter	Type	Description
`force`	`boolean`	When `true`, bypasses the cache and refresh checks and fetches a brand new token. When `false` (default), reuses the cached token if it is still valid for the current customer.

Returns a promise that resolves to { token, tenant, isAnon }.

const { token, tenant, isAnon } = await window.fetchOmneoCXToken()

`loginOmneoProfilePortal()`

Forces a fresh token fetch (bypassing the cache) to pick up the currently logged-in Shopify customer. Use this immediately after a customer logs in if the portal needs to reflect the new session without a full page reload. Emits the omneo-cx-profile-portal-login event on success.

window.loginOmneoProfilePortal()

`logoutOmneoProfilePortal()`

Logs the current customer out of the portal:

Clears the cached token from sessionStorage.
Resets internal state to anonymous.
Closes the dialog if it is open.
Emits the omneo-cx-profile-portal-logout event.

Call this when the Shopify customer logs out so the portal does not retain a stale token.

window.logoutOmneoProfilePortal()

`resetOmneoProfilePortal()`

Fully resets the portal to its initial state:

Removes every omneo-cx* key from sessionStorage.
Resets all internal state (token, tenant, anonymous flag, open state, current iframe path).
Clears the iframe src.
Emits the omneo-cx-profile-portal-reset event.

Use this to recover from a stuck state or to forcibly clear all portal data on the client.

window.resetOmneoProfilePortal()

Events

In addition to the window functions, the portal emits custom DOM events on both document and the portal container. Subscribe to these for analytics or to react to portal lifecycle changes.

Event	Fired when	`detail` payload
`omneo-cx-profile-portal-initialized`	The portal finishes initial setup and the first iframe load is dispatched.	`{ timestamp, customerId, path, isAnon, tenant }`
`omneo-cx-profile-portal-opened`	`openOmneoCXProfilePortal` is called.	`{ timestamp, customerId, path }`
`omneo-cx-profile-portal-closed`	`closeOmneoCXProfilePortal` is called.	`{ timestamp, customerId }`
`omneo-cx-profile-portal-path-loaded`	The iframe finishes loading a new path.	`{ timestamp, customerId, path, isAnon }`
`omneo-cx-profile-portal-login`	`loginOmneoProfilePortal` succeeds.	`{ timestamp, customerId, action: 'login' }`
`omneo-cx-profile-portal-logout`	`logoutOmneoProfilePortal` is called.	`{ timestamp, customerId, action: 'logout' }`
`omneo-cx-profile-portal-reset`	`resetOmneoProfilePortal` is called.	`{ timestamp, customerId, action: 'reset' }`

document.addEventListener('omneo-cx-profile-portal-opened', (event) => {
  console.log('Portal opened at', event.detail.path)
})

Overview

Ecommerce

Communications

ERP and POS

Customer service

Profile Portal theme extension

Enable the extension on a theme

Block settings

Profile Portal Button block

Authentication

Window functions

`openOmneoCXProfilePortal(path, force)`

`closeOmneoCXProfilePortal()`

`fetchOmneoCXToken(force)`

`loginOmneoProfilePortal()`

`logoutOmneoProfilePortal()`

`resetOmneoProfilePortal()`

Events

​Enable the extension on a theme

​Block settings

​Profile Portal Button block

​Authentication

​Window functions

​openOmneoCXProfilePortal(path, force)

​closeOmneoCXProfilePortal()

​fetchOmneoCXToken(force)

​loginOmneoProfilePortal()

​logoutOmneoProfilePortal()

​resetOmneoProfilePortal()

​Events

Enable the extension on a theme

Block settings

Profile Portal Button block

Authentication

Window functions

`openOmneoCXProfilePortal(path, force)`

`closeOmneoCXProfilePortal()`

`fetchOmneoCXToken(force)`

`loginOmneoProfilePortal()`

`logoutOmneoProfilePortal()`

`resetOmneoProfilePortal()`

Events