Shield access to domain

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Through the details (settings) of a domain, a user with the 'Portal administrator' role can shield access to that domain.

The screen to view and/or change domain settings is opened as follows:

• automatically immediately after creating a new domain
• In the accountant portal, click on Management and then click on Domains. Then click on the name of the domain.
• In the accountant portal, click on Management and then click on Domains. Then hover your mouse over the line of the domain in question, click on the button with the three dots, and then select View domain details from the menu.

The following screen is opened:

Then, behind Domain, click on the Edit button to shield access to the domain. The following screen is opened:

In the BO access field you specify which (office) employees basically have access to the domain:

• All employees
• Employees in BO domain function: only the employees who have been assigned to the domain have access.
• Employees in BO domain function and Yuki support: only the assigned BO employees ánd the employees of Yuki support have access.
  This option is helpful when there are support questions originating from the domain. Only Yuki support can look into the domain, not the other employees of the office.
• All employees and Yuki support: all BO employees ánd the employees of Yuki support have access.
  
  

In practice, one only shields access if the domain contains confidential information that is not intended for the employees of the office. Examples are private domains of partners themselves, the administration of the administrative office or the accountant or publicly sensitive domains.

In that case, select Employees in a BO domain function under BO access and then under BO responsible or BO controller, select the name of the employee who is the only employee with access to the domain. 

All users with the 'Portal administrator' role however, can (temporarily) open the domain again.