Invite by role
Assign a role on invite and the new hire's entire workspace — navigation, pages, permissions — configures itself.
Every role, one login
18 seats.
One platform.
Openbiznis starts with the org chart, not the feature list. Each role sees exactly the workspace its job requires — nothing more, nothing less — and that scoping is enforced by the same permission engine everywhere in the product.
Sales — 6 roles
Cold Caller
Appointment Setter
DM Setter
Closer
Head of Sales
Account Manager / CS
Marketing — 7 roles
CMO
PR / Comms Manager
Social Media Manager
Content Strategist
Creative Director
Graphic Designer
Media Buyer
Executive — 2 roles
CEO
COO
Finance — 2 roles
CFO
Accountant
Administration — 1 role
System Admin
How scoping works
Permissions are the architecture.
Access control in Openbiznis isn't a settings page bolted onto a finished product. Every navigation item, every route, and every action carries an explicit permission requirement, checked server-side before anything is returned.
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Own
A Closer sees their own pipeline and their own commission — never a teammate's.
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Team
A pod lead sees the pod: capacity, performance, and the deals moving through it.
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Department
A Head of Sales or CMO sees the whole function, with forecast and roster control.
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Organization
The CEO sees everything, including the MFA-gated credential vault reserved for that role.
Onboarding
A role is the whole setup.
Train in demo mode
New team members learn on a fully populated demo environment before they ever touch live data.
Change it in minutes
Reassigning a role or adjusting scope takes minutes — not a services engagement.
See your org chart in Openbiznis.
We'll map your team to roles on the call and show you each workspace as that person would see it.