Set up security

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

Nmbrs Accounting Support and Customer Success staff have the standard ability to add and remove portal users.

This is necessary to provide immediate support during the onboarding process.

Permissons and roles

• Portal administrator: the only role authorized to disable security settings.
• Portal back office: has no access to security settings.

Access to Security

To access:

• in the accountant portal, click on the Settings icon in the upper-right corner of your screen.
  
  
  
• in the now-opend general settings screen, scroll down to Security.

General settings: Security

On this screen, you’ll find all available general settings:

• Samples: set up an automatic random sample check on processed transactions.
• Document processing: manage the default requirements and processing rules for incoming documents.
• VAT return approval: set up the approval workflow for VAT returns before they are submitted for final filing.
• Satisfaction: enable and manage the functionality for measuring customer satisfaction.
• Access settings for end users (customers): determine which permissions and features are available to customers at the domain level.

Set up security

Clear the Enabled checkbox so that Support and Customer Success staff at Nmbrs Accounting can no longer add or remove portal users.