Documentation

Help articles for the way Scopra works.

Short, task-focused guides for setting up your workspace, managing delivery, and keeping billing on track.

Articles

Start with the most common setup tasks and build from there.

Create project roles for allocations, rate cards, and budgets

Add a client record with billing details and a primary contact

Add a billing or operational address to an existing client record

Add a new contact to an existing client record

Create a project for a client and set its manager, budget, and billing period

Create a rate card for project and SOW pricing

Add a new user to your Scopra workspace and assign their role

Understand what each Scopra role can access across settings, delivery, billing, and reporting