General (domain settings) (Beta)

Disclaimer

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

This screen contains some general information about the domain, such as the name, the storage used and the language of the domain,

Only the owner of the domain or a user with the ‘Portal administrator’ role in the domain can transfer ownership to another owner.

From this screen, a user can:

• change the owner.

All captured settings such as general 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, click on General in the Domain section.

The following screen is opened:

Change owner 

The owner of a domain has some special rights and responsibilities in Yuki:

• he or she Is the default point of contact from Yuki for accounting questions and problems
• he or she always has the right to set roles and rights for other users within this domain
• he or she is responsible for paying the fees of this Yuki domain.

The owner of a domain is the administrator of a domain, so to speak. Normally this is the owner of the company. In certain cases, ownership of a domain can be transferred to the accountant. 

An example might be that it has been agreed with Yuki that the accounting firm owns the records. Only the existing owner can transfer ownership.

Click behind Owner and select the new owner from the dropdown menu. You can select a new owner only from already existing users in the domain.

You can, if necessary, add a new user by clicking on the Invite user button through the domain settings under Users.

ATTENTION!

From the portal, a user with the ‘Portal administrator’ role can also change the owner of the domain.