Governance.
Embedded.

Role-based access. Multi-layer approvals. Complete audit trail. Security that scales with you.

Enterprise-grade security without the enterprise headaches. Your data. Your rules. Your control.

🔒 ISO 27001 Certified🛡️ SOC 2 Type II✅ GDPR Compliant🔐 Encrypted Data

Role-Based Access Control

Granular access control ensures users only see and manage what they need. Each role has specific permissions tailored to their responsibilities.

Pre-Sales

User Role Access

Access Permissions:

Campaigns
Leads
Enquiries

Users with Pre-Sales role can access and manage the above modules and features.

Pre-Sales Access Control Interface

Admin

User Role Access

Access Permissions:

Products
Services
Items

Users with Admin role can access and manage the above modules and features.

Admin Access Control Interface

Sales

User Role Access

Access Permissions:

Clients
Proposals
Sales Orders
Invoices
Credit Notes
Payments Received
Settlements

Users with Sales role can access and manage the above modules and features.

Sales Access Control Interface

Purchase

User Role Access

Access Permissions:

Vendors
Inventory
Purchase Orders
Debit Notes
Expenses
Payments Debited

Users with Purchase role can access and manage the above modules and features.

Purchase Access Control Interface

Finance

User Role Access

Access Permissions:

Accounts

Users with Finance role can access and manage the above modules and features.

Finance Access Control Interface

HR

User Role Access

Access Permissions:

Employees
Payroll
Assets
Employee Leaves

Users with HR role can access and manage the above modules and features.

HR Access Control Interface

Project & Task

User Role Access

Access Permissions:

Projects
Tasks

Users with Project & Task role can access and manage the above modules and features.

Project & Task Access Control Interface

Multiple Role Assignment

Users can be assigned multiple roles simultaneously. When multiple roles are assigned, users can access all assigned permissions from each role. Permissions are combined (union) to provide comprehensive access, allowing for flexible access control that adapts to your organization's needs.

Multiple Role Assignment Interface

Pricing Plans for Access Control

Access Control is available starting from the Growth plan. Choose the plan that fits your business needs.

MonthlyYearly(Save up to 20%)

*Prices are exclusive of taxes

Growth

For enterprises

$31

/ Month (Billed annually)

Billed yearly
  • Everything in Startup
  • Unlimited Clients & Vendors
  • Unlimited Leads & Enquiries
  • Unlimited Employees
  • Unlimited Assets
  • Deals & Contracts
  • Employee Spends & Reimbursements
  • Email Rules & Tracking
  • Unlimited Branches
  • Unlimited Warehouses
  • Invite upto 5 Teammates
  • 10 GB Storage Included
  • Employee Connect App
  • Notekeepr By Upbooks™
  • Custom Domain
ENTERPRISE

Enterprise

For large organizations

Custom pricing

Talk to our team for a tailored plan

Contact Sales

What's included:

comes with all features of Growth plan
Custom integrations
Dedicated account manager
Priority support & SLA
Advanced security & compliance