Articles on: Platform Overview

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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