Domains

Disclaimer

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

Within Yuki, each customer has one or more domains. Within a domain, one or more administrations and users can be created with full or partial access to this domain.

From this screen, a user with the role 'Portal administrator' can:

• create a new domain in the portal
• assign an office employee to one or more domains
• set the BO access of (office) employees for one or more domains
• enter and/or change the domain details (settings)
• directly open a domain.

From this screen, a user with the role 'Portal back office' can:

• create a new domain in the portal
• view the domain details (settings)
• directly open a domain.

ATTENTION!

A maximum of 100 domains can be created in a Basic portal.

In the accountant portal, click on Management and then click on Domains to view an overview of the domains in your (sub) portal.

The following screen is always opened in the Default view:

The Signed column indicates whether or not the AVG Agreement has been signed by the customer (business owner).

TIP!

In a subportal, add the column BO by parent company to see in which domains the back office work is performed by the employees of the parent company.

Views

You can also specify in this screen that the Employees view should be shown:

TIP!

To view all domains without responsible, with specific responsible, without backup, with specific backup, without controller or with specific controller you can use the column sort and/or the Search function.

Filters

In both views you can filter the displayed data by Status of a domain: 

• Active
• Startup
• Inactive
• Archived.

In addition, you can use an extended filter by clicking on the filter button in the upper right corner of the search bar/filter bar:

This allows you to filter the data shown by back office role in a domain:

• Responsible
• Backup
• Controller
• Account manager.

Create new domain

To create a new domain, click on the New domain button.

For a detailed description see article Create domain in portal.

Assign an office employee to one or more domains

To assign an employee to one domain, open the Employees view, hover your mouse over the line of the corresponding domain and then click on the Assign button.

Then, from the dropdown menu, select the Backoffice role of the employee you want to assign to the domain.

The following screen is opened:

Click on the line of the employee you want to assign to the domain and then click on the Assign button.

TIP!

It is also possible to assign an employee in bulk to multiple domains.

For a detailed description see article Assign office employee in bulk to domains.

Set BO access of (office) employees for one or more domains

To set the access level of (office) employees for one domain, hover your mouse over the line of the respective domain and click on the Assign button. 

Click on the Access level menu option in the drop-down menu. The following screen is opened:

Then, select the required access level of the (office) employees for 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.

Then click on the Assign button.

TIP!

It is also possible to set the access level of (office) employees in bulk for multiple domains.

Select the domains for which you want to set the access level and then click on Access level.

Then, in the now-opened screen, select the required access level for the domains and then click on the Assign button.

View, enter and/or change domain details (settings)

To view and/or change the data of a domain:

• open the Default view
• Click on the name of a domain
  OR
• hover your mouse over the line for that domain, click on the button with the three dots, and then select View domain details from the dropdown menu.
  
  

For a detailed description see article View domain details (settings) via portal and Enter and/or change domain details (settings) via portal.

Open domain directly

Open the Standard view, move your mouse over the line of the respective domain, click on the button with the three dots and then click on Go to domain in the dropdown menu.