Add or remove user (office employee) from portal

Disclaimer

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

Only a user with the 'Portal administrator' role can add or remove new users and their associated role(s) to the portal for the office itself.

A user in the portal (office employee) can then also be added to other own accountant portals.

ATTENTION!

• A maximum of 5 users can be created in a Basic portal
• Each user with his or her email address is unique and thus will have the same role in each portal he or she is added to.

In the accountant portal, click on Management and then click on Users.

The following screen is opened:

Add user to portal

In the now-opened screen, click on the Create user button.

The following screen is opened:

Type or select the appropriate data in the following fields:

• Name: enter the full name of the user to be granted access to the portal
• Email; enter his or her email address. This will also be the email address the user should use to log in with
• Language: choose the language in which the welcome email should be sent
• Role: choose the role this user has within the office: portal administrator, portal back office or portal data entry
• Message: by default, the following message is sent along with the invitation email: Welcome to Yuki! Click on the link below to get started.
  Add a personal message if necessary. This message will be sent along with the invitation email.

Click on the Add button.

The user will now receive an email containing their username, a temporary password and a brief explanation of how to log in.

After the user has been created in the portal, the portal administrator can change the role of the user or assign additional roles if necessary. 

For a detailed description of the different roles and how to assign or change them, see article Assign or change back office roles.

Remove user from portal

To remove a user from the portal, click on the name of the user and then click on the Remove user button behind that user.

The following screen is opened:

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

TIP!

A portal administrator cannot be removed from the portal. On the contact card of this user, via the 'Extra' tab, the 'Portal administrator' role must be changed to another role, for example 'Portal back office'. A red cross will now appear behind the user in question.