Understanding Roles & Permissions

Default Roles

OONH comes with 4 default roles: Super Admin (full access), Admin (module management), Manager (team oversight + approvals), and Team Member (assigned work only).

Module-Level Permissions

Each role has permissions per module. A Manager in CRM can view all leads but may not delete them. A Team Member in Finance can view assigned invoices but cannot create new ones.

Custom Roles

Go to Settings → Roles to create custom roles. You can mix and match permissions: give someone Manager access in CRM but Team Member access in Finance.

Audit Trail

Every permission-related action is logged. You can see who changed what, when, and from which IP address under Settings → Audit Logs.