Start with new portal

If you start a new portal as an administrative office or accountant you have to follow the steps below in order to create users, create domains, configure administrations and invite your customers  for your Yuki portal.

The first steps with Yuki:

1. Create users (office employees) in portal
2. Create domain with one or more administrations
3. Configure domain with one or more administrations
4. Assign or change back office roles
5. Enter company profile
6. Further organization of administration
7. Give entrepreneur (customer) access to domain
8. Process submitted documents and bank transactions
9. Ask questions to entrepreneur (customer).

During the start-up period you have to enter some required data together with the entrepreneur.

This start-up period and the data required are described in article Start with new domain (entrepreneur).

FOR FREQUENTLY ASKED QUESTIONS ABOUT THE PARTNER PORTAL IN YUKI SEE FAQ YUKI ACCOUNTANT PORTAL