Access Scopes

Upbooks™ offers granular access control through scopes, allowing you to define permissions based on specific functionalities.

Pre-Sales

Access scope for pre-sales activities, including managing leads, opportunities, and initial customer interactions.

Sales

Access scope for handling sales-related activities, including creating and managing sales orders, invoicing, and tracking sales performance.

Purchase

Access scope for managing purchase-related activities, such as creating purchase orders, managing suppliers, and tracking inventory.

Operations

Access scope for operational activities, such as managing products, services, and day-to-day business operations.

Finance

Access scope for financial management tasks, including managing accounts, processing payments, and generating financial reports.