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How to Register a User in Ommnio (Step 1 of 2)

This FAQ guides administrators through the process of registering new users in Ommnio, including required fields, organizational tips, and setup for future communication.

In Ommnio, users can only access your organization’s chat groups if they’ve been invited by an administrator. ​🔴​ No one can access the company chats unless an administrator invites them.

If you have an API integration with your company’s employee database, new users will be created automatically—no manual entry needed. But if you don't have any integration, here’s how to manually register a new user and set them up for communication success.

Step-by-Step: Manually Add a User in Ommnio

1. Go to the "Users" tab in the Ommnio web version.
Only Account and Team Administrators have access to this section.

2. Click the “Add User” button (top-right corner).
This opens a user registration form.

3. Complete the required fields (these will be public information visible to others in Ommnio):

  • First Name
  • Last Name
  • Position
  • Area

4. Optional fields (highly recommended for better organization and automation):

  • Related to – Useful for identifying reporting relationships.
  • Location – Helps group users by workplace or region. This field will be public too. 
  • Code – Employee code  is required for system integrations (e.g., payroll bots).
  • ID - It is also required for system integrations.
  • Time Zone & Working Hours – Ensures users receive notifications only during work hours, based on their configuration.
  • Tags – Add custom labels like “English speaker”, “Overtime available”, or “CSR volunteer” to quickly filter and group users later.
  • Teams – Assign the user to one or more teams based on your admin permissions. The default role will be inherited from the team setup but can be changed.
  • Chat Groups – If teams are linked to chat groups, the user will be added automatically. If not, remember to add them manually so they see relevant conversations.

📌 IMPORTANT:
Users must be added to at least one chat group—either directly or through a team—so they see content when they join. Otherwise, they’ll enter a blank space.

5. Click “Create User” to finish the process.  Keep in mind that if you have team membership rules set up, they will be triggered as soon as you save the user.

Next Step: Invite the User

After creating the user, you’ll need to send them an invitation to join your organization on Ommnio. 👉 See how to invite a user (Step 2 of 2) 


✅ Tip: Use filters, tags, and teams strategically to keep your user base organized as you grow.