Upbooks offers granular access control through scopes, allowing users to define permissions based on specific functionalities. Below are the access scopes available for different user roles:
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.
