Set up access for end users (customers)

Disclaimer

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

This functionality provides the ability to manage user access rights in Yuki via the portal. This distinguishes between full access (view + change), read-only or no access. Among other things, this can be set for administration data, VAT codes, GL accounts and user creation. 

Only a user with the 'Portal administrator' role can change settings for end user (customer) access.

A user with the 'Portal back office' role does not have access to end user (customer) access settings.

In the accountant portal, click on the Settings icon at the top right of your screen.

The following screen is always opened in the view with the general settings of the portal:

In addition to end-user (customer) access settings, this screen also contains the following general settings:

• samples
• document processing
• VAT return approval
• satisfaction
• security.

Set up  access for end users (customers)

Functionalities for which access rights can be managed are:

• Company profile
  Gives access to and the ability to change the company profile (administration profile).
• Create or modify GL accounts
  Whether or not to give access to the GL accounts and the possibility to create or modify general ledger accounts.
• Create users
  Gives or hides the possibility to create other users in the domain as well as the possibility to change the financial rights of users.
• Create or modify VAT codes
  Gives the possibility to view the VAT percentages and whether or not to modify or add these percentages (users with the role 'Management', 'Financial administration' or 'External accountant').

The access settings to choose from for each functionality are:

• Full access (default)
  Every user of a domain has access to the relevant functionality and can make changes to it.
• Read-only
  Every user has access to the functionality concerned but cannot make changes to it.
  Only a back office employee can make changes.
• No access
  When the user clicks on the relevant button/link, Yuki will not provide access to the relevant functionality. It is therefore not possible for users to view the functionality and/or make changes.