Set up access for end users (customers)

Disclaimer

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

This functionality allows you to centrally manage, via the accountant portal, which features and data are available to clients (domain owners and end users).

Access levels

For each section, you can precisely tailor end-users’ access rights. Three levels are available:

• Full access: The end-user can view and edit data.
• View only: The end-user has read-only access but cannot add, modify, or delete data.
• No access: The section in question is completely restricted to the end-user.

Manageable components in domain

These permissions can be set for, among other things:

• Administrative data (company profile)
• VAT codes
• General ledger accounts
• Create users.

The access levels and manageable components of a domain are described in detail later in this article.

Permissions and roles

• Portal administrator: this is the only role authorized to set or modify access permissions for end users.
• Portal back office: does not have access to the end user access settings at the portal level.

Access to end user access settings

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 Customer access settings.

General settings: Customer access settings

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.
• Security: Support and Customer Success staff at Nmbrs Accounting can add and remove portal users.
  
  

Set up  access for end users (customers)

You can set customer access rights for the following

• Company profile
  Determines whether the user has access to the company profile (administration profile) and can modify it
• Create or change GL accounts
  Determines whether the user has access to the chart of accounts and can add or edit general ledger accounts.
• Create users
  Determines whether the user can create new users in the domain and manage their financial permissions.
• Create or edit VAT codes
  Determines whether the user can view, edit, or add VAT rates (applies only to users with the 'Management', 'Financial administration' or 'External Accountant' roles).

Available access rights

For each feature, you can choose from three levels of access:

• Full access (default)
  Every user in the domain has access to the feature and can make changes.
• Read-only
  Users can only view the feature. Only a back-office employee can make changes.
• No access
  The user does not have access to the feature. When clicked, access is denied; viewing and editing are not possible.