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Control · Roles and security

Roles, audit log and recovery

OMMS controls who can see and change what with roles and permissions, records changes in an audit log, warns what a delete affects, and keeps deleted records in a trash you can restore from. A group can run several companies from one login.

OMMS · Roles and security
Roles list with permissions and user counts

Roles and permissions.

Capabilities

What can you do with roles and security in OMMS?

Step by step

How does it work?

  1. 1

    Give each person a role.

  2. 2

    Adjust permissions where a role needs more or less.

  3. 3

    Review changes in Audit Logs.

  4. 4

    Restore anything deleted by mistake from Trash.

More screens

See it in OMMS

OMMS · Trash with restore
Trash with deleted campaigns, restore and delete permanently actions
Trash with restore.
OMMS · Users by role
Users list by role with company and verification status
Users by role.

FAQ

Questions about roles and security

Can I undo a deleted campaign or invoice?

Yes. Deleted records go to Trash, grouped by type, where you can restore them or delete them permanently.

Can one login manage several companies?

Yes. Users linked to more than one company in the group switch between them from the top bar, and each company’s data stays separate.

See a booking go from free site to payment

A walkthrough on demo data: one site from proposal to collection, the field app, and the reports your accountant will ask for.

Presentation

Download the OMMS presentation

Every module with screens, to read later or share with your partners. 47 slides · PowerPoint · 13 MB.

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