Scope Support

What is Parent-Child?Parent-Child is a feature that allows large companies, networks, or agency groups to manage multiple independent business units (child accounts) under one umbrella organization...

Below is a list of default privileges for users with an Admin Profile and those with a Member Profile.Note that only Administrators (Master Permission profile) can have exclusive privileges such as...

OverviewSCOPE Better provides a flexible permission system that allows administrators to control user access and capabilities within the platform. This article explains the out-of-the-box permissio...

OverviewThis guide outlines the process for duplicating deliverables and their components into a new discipline.PrerequisitesBefore starting, ensure:A new discipline has been createdYou have export...

OverviewScopeBetter provides two main ways to extract your data: through the user interface (GUI) with Excel exports and through the Public API. This gives you flexibility to get your data in the f...

Usability improvementsScope overview page: Based on the users' feedback, we allow editing of the Component, TPC and Deliverable quantity and prices directly from Scope overview page without the nee...

General improvementsApproval flow: scope collaborators have the power to move scopes into Client Accepted statusLibrary filter: users can now select to only view the components and deliverables ass...

Integrations We released an off-the-shelf integration with Zoho. Users can easily connect to their Zoho account and configure the trigger to create or edit a scope in SCOPE Better from the Opportun...

OverviewThis guide will explain how to upload Fixed Fee Components. In the ScopeBetter platform there are two ways to upload  Fixed Fee components. Components can be uploaded into the Library indiv...

Users have the ability to Upload Fixed Fee Deliverables into the ScopeBetter platform individually or in bulk via our 'Upload Fixed Fee Deliverables' excel uploader.Uploading an Individual Fixed Fe...