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Roles, permissions and
multi-user collaboration

Your treasury is a team effort. Give access to your people, your accountant or your board with view or edit permissions: each person sees and does only what they should. Collaboration without losing control.

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on Capterra · 300+ companies use Orama
Users & permissions
FIFinanceEdit
ADAdvisorRead-only
BOBoardRead-only
Module · AdvisorViewEdit
Treasury
Banks
Users
👁Advisor: read-only
✎Finance team: edit access
In the Orama appIt's called «Usuarios y permisos» (users and permissions) · See the guide in Orama Academy (in Spanish)
Feature

How permissions work in Orama

Permissions built to fit

View or edit permissions for each user and each company (profile-based roles from the Advanced plan).
Read-only access for your board or your investors.
Edit permissions for your finance team.
Segmented access for your accounting firm or external adviser.
Users & permissions
FIFinanceEdit
ADAdvisorSegmented
BOBoardRead-only
Module · FinanceViewEdit
Treasury
Banks
Users
✓By user and company
👁Board and investors: read-only

Built for accounting firms and groups

If you manage treasury for several clients or companies, Orama lets you give each of them access to their own data only, from a single platform. Secure and under your control.

One single platform4 clients
Access per client▾
RBRuiz Bakery LtdOwn data · View
MMMora Motors LtdOwn data · View
NSNadal Studio LLPOwn data · Edit
VCVega Clinic LtdOwn data · View
✓Clients see only their own
RelatedSecurity and complianceMulti-entity treasury

Frequently asked questions

Can I give my accountant access without them seeing everything?+
Yes. You define which companies each user can see, with read-only or edit permissions.
How many users can I add?+
Depending on your plan, 2 to 6 users; on the Custom plan, as many as you need.

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