Create domain in portal

Disclaimer

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

A user with the “Portal administrator” or “Portal back office” role can create new domains for the office.

ATTENTION!

A maximum of 100 domains can be created in a Basic portal.

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

The following screen is opened:

To create a new domain, click on the New domain button. The following screen is opened:

Domain

Administration

Enter the complete name of the (first) administration in this domain, for example 'Digicomm B.V.' or 'Digicomm bvba'.

Domain
For this domain choose a domain name that is easy to remember. If the customer (entrepeneur) has a (corporate) website like www.digicomm.nl (or .be), then choose 'digicomm' as domain name. If the customer doesn't have a (corporate) website then choose a short name that is easy to remember by the customer, for example for 'Metaalbedrijf de Hamer' you choose 'de-hamer' or 'hamer'. 

The name will become the direct access to the domain and defines the email address of the first administration. So domain 'hamer' will get hamer.yukiworks.nl (or .be) as direct URL and '[email protected] (or .be)' as email address.

IMPORTANT!

The chosen domain name must be unique (within the Yuki platform) and can only consist of letters, digits and dashes. Other characters are not allowed.

ATTENTION!
It is not possible to change a domain name after the domain has been created.

Domain status

Here you have to set the status of the new domain:

• Startup: customer can submit documents and view the Yuki archive. However it is not possible to view financial data.
• Active: customer can submit documents, view the Yuki archive and financial data.

Language
Choose the default language of this domain.

Current bundle

Customer (owner or user)

Name

Here you have to enter the first and last name of the owner or user (contact person of company). 

Email address 

Here you have to enter the email address of the owner of user (contact person of company) of the domain.

ATTENTION!

By default, a login is immediately created for the user so that he or she has immediate access to the domain. This allows the user to immediately submit documents, ask questions and view the archive in Yuki.

Uncheck this box if you do not want to grant the user access to the domain (yet).

When all fields are filled in, click on the Create button. The new domain (with one administration) will be created and added to the portal of the office. 

If you have the 'Portal administrator' role, after creating the new domain a screen will automatically open in which you can change the details (settings) of the domain and assign users (office employees) such as the BO responsible for the domain.

Enter administration profile

If you have the 'Back office' role, after opening the new domain, the BO screen will be opened in which you can start to enter the administration profile.

The user with the 'Portal administrator' role can click on the 'Open' button directly from the above screen (with domain details and BO access assignment) to open the newly created domain and then enter the administration profile. 

For a detailed description, see article Enter company profile.

TIP!

An administration profile must have been entered before the documents and transactions can be processed correctly in the administration!