Users (domain settings)

Modified on Thu, 5 Mar at 11:51 AM

Disclaimer

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

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can adjust a number of domain settings to control your contract, administration(s), user(s), messaging, blocking/closing your domain, among others.

The settings of your users determine, among other things, which users have access to one or more administrations in the domain and which role(s) they currently possess.

ATTENTION!

At any time, a user's access to an administration may be denied or granted.

For a detailed description see Article Access control of administration(s) in domain.

In Yuki, you can set the following domain settings:

General
General information such as the owner and language of the domain, among others.
Contracts
View contract details, add or remove features to contract, cancel or reactivate contract.
Companies
All administrations included in this domain, create new administration and set up Fiscal unity if applicable.
Users
All users with access to this domain, grant or deny additional user access, delete user, assign role(s) to additional user, assign ‘Back office’ role to user if feature ‘Self-accounting’ is activated.
Messages
Which user per administration will receive messages from Yuki about VAT returns, points of interest, pay slips if applicable, and Peppol.
Tags
Put a “label” (tag) on specific data in the domain for easier retrieval..
Tax authorities
Whether or not required approval of VAT return by entrepreneur before sending VAT return to tax authorities.
Block and close
Blocking and/or closing administration for audit or year-end purposes.

Access to domain settings

All saved settings, such as the users, 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 Domain section click on Users.

Users with access to domain overview

The screen with all users with access created in this domain is always opened in the Default view.

From the screen with the user's with access overview, a user can with the 'Management' role can:

grant or deny an additional user access to an administration
(see article Create user(s) in my domain or Create user(s) in domain)

Adding one or more additional users to a domain (additional cost per added user per month) is only available when a user with the ‘Management’ role has selected the Medium, Large or Unlimited bundle through the Yuki Store in the domain.
view a contact
delete a user
(see article Delete user(s) from domain)
assign one or more roles to an additional user
(see article Rights per user role in domain)
assign the role 'Back office' role to a user if the feature 'Self-accounting' is activated by the accountant
(see article Assign 'Back office' role (self-accounting) to user(s) in your domain).

Views

You can also indicate in the user's with access overview that one of the other views must be shown:

User roles log
In the domain, a log is available that allows you to view which user at what time created a new user with one or more roles, deleted an existing user, or assigned or deleted a role with an existing user.

Only a user with the role ‘Management’ role can view the data in the log.
Administration rights
This is the overview of which users have access to which administration(s) in the domain.

View contact

To view the contact of a document:

hover over the line of that document
click on the button with the three dots
then select the View contact menu option from the dropdown menu.

The contact card of the contact is opened.