Operations
SOPs in Easedesk — overview and key features
Learn what the SOPs module in Easedesk ERP does, who it's for, and how to document standard processes for your Indian business.
Quick answer
The SOPs module in Easedesk lets you document standard processes. Step-by-step procedures, owner + reviewer, and version + change log — all in one place, designed for Indian SMEs.
What is the SOPs module?
The SOPs module in Easedesk ERP is built for Indian businesses that need to document standard processes without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.
It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.
Key features
SOPs ships with the following capabilities:
- •Step-by-step procedures
- •Owner + reviewer
- •Version + change log
- •Acknowledgement tracking
Who should use it?
Teams that document standard processes regularly will get the most value. Common users include support agents, customer success and helpdesk teams.
Why teams choose Easedesk for this
Compared to standalone tools, Easedesk's SOPs module gives you:
- •Consistent execution
- •Onboarding-friendly
- •Audit-trail
Permissions required
Access to SOPs is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Admin and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.
Frequently asked questions
What does the SOPs module do in Easedesk?
Is SOPs included in my Easedesk plan?
Who can access SOPs?
Can SOPs be disabled if my team doesn't need it?
Where does SOPs data come from?
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