Connections · approvals · roles · security
Settings
Integrations
Outlook 365
Connected
Odoo CRM
Connected
Odoo Projects
Connected
Odoo Accounting
Pending Access
OneDrive
Connected
Fathom
Connected
Slack
Connected
WhatsApp Agent
In Setup
LinkedIn
Pending
Instagram
Pending
ClickUp
Optional
Approval Rules
- Never send emails without approval
- Allow agent to draft replies automatically
- Allow agent to update CRM after approval
- Allow agent to log meeting summaries after approval
- Allow agent to contact approved suppliers
- Escalate financial / legal / sensitive actions
- Allow WhatsApp messages only to approved contacts
User Roles
Executive
Full access, final approver
PA
Calendar, reservations, travel, internal comms
Account Partner
CRM read, project read
CRM Manager
CRM write, cleanup, hygiene
Finance
Accounting (pending access)
Maintenance Manager
Assets, supplier outreach
Security & Control
Human approval required for sensitive actions
Full activity audit log
Data stays in approved repositories
Role-based access
No local downloads required
OneDrive is primary document repository