User Roles & Permissions
๐ User Roles & Permissions in Okoora
Okooraโs role-based access control ensures secure delegation and operational clarity across your organization.
๐ค Available User Roles
Role | Access Scope | Capabilities |
---|---|---|
Admin ืืืืื | Full Access | Manage users, perform financial transactions, configure integrations, and view all data. |
Manager ืื ื'ืจ | Operational + Oversight | View all activity, approve workflows, manage contacts/orders โ but cannot execute payments. |
Operational | Task-Specific Access | Add contacts, create purchase orders, and manage assigned workflows. No access to financial actions or approvals. |
๐งญ Best Practices
- Assign Admins sparingly โ typically to finance leaders or operational heads.
- Use Manager roles for department leads who supervise operations but donโt execute payments.
- Choose Operational for team members executing day-to-day tasks.
๐ฌ Questions about access levels? Our support team is always available via the in-platform chat.
Okoora support team is available for any question through the chat system on the platform๐
Updated on: 09/08/2025
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