Archive settings

Disclaimer

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

For the documents in the Archive, you can set which users have access to the non-financial documents in the gray folders (top shelf in the Archive).

Non-financial documents have the document type “Standard” in the archive.

Only a user with the 'Management' role in the domain can set the security level of the Archive.

ATTENTION!

Setting this security is not retroactive.

All standard documents that were already present in the Archive retain the security already in place.

Security levels for non-financial documents

By default, all users marked as employees have access to the non-financial documents.

One of the following default security levels for non-financial documents can be set::

• All users: access for everyone who has a login for the domain
• All employees: access for users marked as employees
• Management: access only for user(s) with the 'Management' role
• Private: access only for the owner of the document.
  
  ATTENTION!
  Also for the back office, 'Private'documents are no longer visible and therefore not accessible.

Documents with a set security level remain accessible to a user with the ‘Back office’ role within the domain, but are invisible to users without access.

TIP!

The users you select here are also the only ones who have access to the colored folders (bottom shelf in the Archive).

Access to Archive settings

All saved settings, such as the archive settings, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar

• then, in the now-opened screen, in the Archive section click on Access.
  
  

Archive settings details

From this screen of possible security levels, select which users have access to the non-financial documents in the gray folders (top shelf in the Archive) and then click on the Save button.