Users

Disclaimer

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

A user of the portal is an employee of the office. A user can have different rights. 

From this screen, a user with the role “Portal Administrator” can:

• add a user to the portal
• view the profile of the user
• remove a user from the portal.

ATTENTION!

A maximum of 5 users can be created in a Basic portal.

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

• view the profile of the user.

In the accountant portal, click on Management and then click on Users to view a report of the users (employees) with their role and function in your (sub)portal.

The following screen Is opened:

TIP!

Click on a user's line If all data in a column is not shown in full.

Filters

The data shown can be filtered by the Role of users in domains: 

• Portal administrator
• Portal back office controller
• Portal back office
• Portal data entry.

Add user to portal

To add a user to the portal, click on the Create user button.

For a detailed description, see article Add or remove user (office employee) from the portal.

View user profile

To view the profile of the user, click on the name of the user.

For a detailed description, see article View and/or change user profile in portal.

Remove user from portal

If necessary, a user can also be removed by clicking on the name of the user and then clicking on the Remove user button in the now-opened screen.  

The following screen is opened:

Click on the Remove button to actually remove the user from the portal.