Role and permissions

Find all the details of roles and permissions: ease of use for end users, precise control for administrators, and a foundation for more advanced rights management in the future.

Role and permission

Role and permission with Onoff Business

Thanks to an efficiency-driven structure, each team member only accesses the features and data visibility relevant to their specific responsibilities within the organization.

Four roles for streamlined organization

We provide four role levels for clear, seamless, and secure management of your Onoff Business workspace. This structure ensures a precise distribution of responsibilities, smoother navigation, and full control over data security.

Three user levels for better organizational control
  • Owner: Full access to all organizational, billing, and technical settings across the entire company.
  • Admin: Operational management of users, numbers, and features for the whole organization, excluding billing and legal authority.
  • Team Lead: Scoped visibility designed for managers. They have full visibility and coaching rights (statistics, live calls, recordings) over their assigned department(s) but cannot access other teams’ data or company-wide billing settings.
  • User: Standard access to personal communication tools and basic settings.

A clear and comprehensive permissions matrix

Each role comes with a specific set of permissions that define the actions a user can perform. This matrix provides a detailed overview of access levels, ensuring full visibility into what each profile can do within your organization.

Owner

Admin

Team Lead

User

Organization
Management

Manage employees (Create, edit or delete, reset password, roles).

Manage departments

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Billing & Licenses

View billing information

Edit billing information

Create commitments, upgrade offer/frequency

View Licenses & Credits

Add/Modify/Reduce Credits & Licenses

Number Management

Assign numbers, reassign numbers, delete numbers

Greeting (IVR)

Set up greeting

View/Read greeting (list). (Depends on user offer).

Integrations

See list of integrations. (Depends on user offer.)

Set-up Integration

Statistics & Heatmap

View Statistics All

View Statistics Own

View Statistics for own team(s)

View Heatmap All

View Heatmap Own

View Heatmap for own team(s)

Call Features

Use Live calls with Call Whispering

View Call Tags

Add/Edit Call tags

Listen/Download call recordings for all users

Listen/Download call recordings for own team(s)

Modify/Delete a call recording

The Team Lead: Management without complexity

The Team Lead role is specifically designed for managers who need to oversee performance—such as SDR Leads or Customer Success Managers—without needing access to company-wide billing or the data of other departments.

By assigning a Team Lead to a specific department, they gain the tools needed to coach their team effectively (such as Call Whispering and Heatmap analysis) while maintaining strict data privacy for the rest of the organization.

More features

Somebody leaving the company? Reassign a number to another employee in a few clicks.

Transfer your current business numbers to Onoff Business in a few simple steps. 

Buy credit and give your teams the flexibility to call premium numbers and make international calls.