Your workspace
Roles and permissions
Give people default roles in each product or make your own from any mix of permissions, enforced by the products themselves.
People see and do exactly what their job needs.
- Admin, Manager, Counselor and Reviewer in Leads; owner, agent manager and viewer in Agents
- Make your own roles from any mix of permissions
- Start a role from a ready-made template
- Enforced by the products, not just hidden in the screens
Sensible from day one
Default roles cover the usual teams: counselors see their own leads, managers see the whole team, reviewers check documents.
Shaped to your team
Need someone who can import and export but never change settings? Make that role and give it to them.
Changed at once
Change someone’s role and it applies on their next click, not when they next sign in.
Works well with
API keysLet your other systems work in OmexaOS, within limits you set.Your other systems can work in OmexaOS without anybody sharing a password, and access ends the moment you revoke it.One workspaceEvery product, one sign-in, one set of people, one bill.One bill, one login and one team across every product, instead of four vendors and four lots of administration.Pipelines and stagesEvery lead on one board, in the stages you work in.Anyone can answer “where has that one got to?” without calling a meeting, and leads stop falling between the people who touched them.