Users (domain settings) (Beta)

Disclaimer

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

For each user in a domain, it can be determined which administration(s) he or she has access to. Roles are used in Yuki to control rights. Every user has certain basic rights. By assigning someone a role, you can give someone additional rights.

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.

In a domain, only a user with the role ‘Management’ role can grant or deny one or more additional users access to an administration.

ATTENTION!

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

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

A user 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)
• 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).

ATTENTION!

• In a domain, only a user with the ‘Management’ role can assign one or more roles to the additional users in the domain.
• Only with your own Entrepreneur license, the domain owner or a user with the ‘Management’ role can assign roles to users who have access to your domain. An employee cannot be assigned a role.
• For an entrepreneur portal Basic or Plus, only a user with the role ‘Portal administrator’ or ‘Portal Back office’ role can assign a role to the maximum of one user in your domain.

All captured settings such as user settings among others are grouped and categorized in one place in your domain.

Open your domain settings by clicking on the Settings icon in the navigation bar. Then, in the now-opened screen under the Domain section, click on Users.

The following screen is opened in the Default view by default:

For each user, the user's assigned role(s) and login name, among others, are shown.

Views

You can also specify in this screen that one of the other views should 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 and then select the View contact menu option from the dropdown menu.

The contact card of the contact is opened.