August 2026 Update – Version 2.1.5

This update is a significant step forward in empowering you with greater control, security, and precision over your critical business data.

Introducing Granular User Permissions for Access Control

At the heart of this update is a crucial enhancement designed to give you unprecedented control over user access: the introduction of New User Permissions for Access Control. We understand that in today’s dynamic business environment, safeguarding sensitive information while ensuring smooth operations and compliance is paramount. That’s why we’ve implemented a robust new framework that allows for granular control over who can view specific types of data within your account.

Why Granular Access Control Matters

This powerful new capability introduces three distinct, view-only permissions, designed to help you manage data visibility with greater precision:

• View Quotes: This permission allows designated users, such as sales managers, finance personnel, or project coordinators, to access and review all quotes.
  • Benefit to You: This ensures sales oversight and financial tracking.
• View Invoices: Granting this permission provides finance teams, accounting departments, or project managers the ability to inspect all invoices. They can track payments, reconcile accounts, and ensure billing accuracy.
  • Benefit to You: Enhance financial transparency and accountability across relevant departments and improving audit readiness.
• View Reports: With this permission, executives, team leads, or stakeholders can gain full visibility into your system’s comprehensive reports. This enables data-driven decision-making and performance monitoring, all while preventing accidental changes to the underlying data or report configurations.
  • Benefit to You: Empower key decision-makers with the insights they need, securely and efficiently, fostering a more informed and agile organization.

The value here is clear: enhanced data security, streamlined compliance efforts, and improved operational efficiency. You can now confidently delegate tasks and share information, knowing that access is precisely tailored to each user’s role and responsibilities, minimizing risk and maximizing productivity.