Access Scopes

< 1 min read

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.