How UPilot solved the permissions puzzle with multiple teams and currencies
The in-depth multiple team management, reporting structure, and role based access permissions of UPilot provides an extremely flexible way of managing who can see what in UPilot.
We helped set up individual teams for each region with reporting structures and role based permissions and visibility ensuring that each region has access to only their data. At the same time, management and sales directors were able to view all data from multiple regions giving them a birds eye view of the entire business.
Utilising the multiple currency option, each region is also able to add in the deals in their own currency, such as Chilean Peso, Colombian Peso, Euros, and $US. Using an exchange rate defined internally by SUMAC, the management also gets an overview of the deals in their global accounting currency, US Dollars