Uktupus Docs
Core

Core

Users, roles, licensing, document numbering, approvals and the other settings shared by every module.

Companies & users

One company, one team; users in several companies; the company switcher.

Team, roles & permissions

Logins vs employees, the built-in roles, custom roles, own-only vs view-all.

Enterprise SSO & SCIM

SAML/OIDC per company, enforced SSO, JIT, group→role mapping, SCIM Users/Groups.

Licensed modules

Which modules your company has, the plans, and how to request more.

Document types

Numbering prefixes and what posting a document does.

Approvals

Workflow studio — multi-step by document type, assignees, conditions, due/escalate, My Approvals inbox.

Custom fields

Add your own fields to partners, products, projects, employees and documents.

Integrations

EDI-style connector fabric — partner profiles, inbound webhooks, outbound outbox for PO / ASN / invoice.

Print layouts

Editable PDF labels, logo, header, footer, bank and terms — per document type and language.

E-mail templates

Per document type, with variables; language from the partner.

Localization & compliance

Country packs and the local tax screens they add.

Privacy / GDPR

ILM — data map, 30-day DSARs, PDF+JSON export, erase modes, retention, consent and blocked purge.

Activity & audit

Who changed what, when.

Today, Control Tower, Lens

KPIs, the exception board, and Uktupus Lens.

Customer & supplier portals

What your partners see and can do.

Public pages

Careers, booking, tender board, document verification.

Mobile & desktop apps

Uktupus Sales, Field Service, Cleaning, Drivers, Uktupus Scale.

Sona assistant

Ask about your data; let Sona prepare drafts you confirm.