Ofivio App — Complete Guide · Settings & Admin
User Roles & Permissions
Understanding the 13 roles and what each can do
User Roles & Permissions
Ofivio has 13 built-in roles. Each role has a unique dashboard and specific permissions.
| Role | Access Level | What They See |
|---|---|---|
| Principle | Full Access | Everything — all projects, employees, finances, settings |
| Director | Department Oversight | Department data, reports, team management |
| Manager | Team Management | Assigned projects, team tasks, meetings |
| HR | Employee Management | All employees, attendance, leaves, payroll |
| Procurement | Purchasing | Purchase orders, vendors, inventory |
| Finance | Financial Operations | Invoices, expenses, budgets, payments |
| Sales | Sales Pipeline | Leads, quotations, contracts, commissions |
| Employee | Personal Access | Own tasks, attendance, leave, documents |
| Client | Project Access | Their projects, invoices, shared documents |
| Visitor | Read Only | Limited public information |