User Roles & Permissions
🔐 User Roles & Permissions in Okoora
Okoora’s role-based access control ensures secure delegation and operational clarity across your organization.
👤 Available User Roles
Role | Access Scope | Capabilities |
|---|---|---|
Admin | Full Access | Manage users, perform financial transactions, configure integrations, and view all data. |
Manager | Operational + Oversight | View all activity, approve workflows, manage contacts/orders — but cannot execute payments. |
Operational | Task-Specific Access | Add contacts, create purchase orders, and manage assigned workflows. No access to financial actions or approvals. |
🧭 Best Practices
- Assign Admins sparingly — typically to finance leaders or operational heads.
- Use Manager roles for department leads who supervise operations but don’t execute payments.
- Choose Operational for team members executing day-to-day tasks.
💬 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 platform😎
Updated on: 07/17/2025
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