Roles and permissions

Osool uses roles to protect sensitive workflows. Some users may have read-only access, while data changes or financial actions require higher permissions.

Ask the account manager about your role and confirm you are in the correct agency workspace. Do not share user accounts to bypass permissions.

Review language, timezone, calendar, agency details, permissions, and linked accounts before investigating differences in dates, access, or reports.

Do not give broad permissions to users who do not need them. Excess permissions increase the risk of accidental financial or operational edits.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.