Assign 'Back office' role (self-accounting) to user(s) in your domain

Modified on Fri, 3 Jul at 1:37 PM

Disclaimer

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


The 'Self-accounting' feature is only available in the Small, Medium, Large, or Unlimited bundle.

If you have not yet selected a bundle, a notification will appear stating that you must activate one of these bundles.


Permissions and roles

If the accountant has activated the 'Self-accounting' feature for your domain, a user with the 'Management' role can assign the 'Back office' role to a user.


A user with the 'Back office' role gains access to all back office accounting functions and can perform the entire bookkeeping themselves.


ATTENTION!

A user with the 'Back office' role always has access to all administrations within the domain, regardless of any access restrictions set for that specific user.



Assign 'Back office' role

When opening your domain, the following message may appear on your screen:



ATTENTION!

If a user with the 'Back office' role is already active in the domain, this message will not appear.

You must then manually assign the 'Back office' role to a user.


For a detailed description, see article Assign or change user roles in domain.



To assign the 'Backoffice' role to a user in your domain:

  • click on the Assign role link in the notification

    The following screen is opened:


  • Select the user(s) to whom you want to assign the 'Back office' role.



Costs for additional users

  • First user: the first user with the 'Back office' role is free and included in the price of your bundle.
  • Additional users: for every subsequent user with the 'Back office' role in the domain, € 25 is billed monthly


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