Default security for financial folders by user role (Beta)

Modified on Mon, 3 Feb at 12:49 PM

It is not possible in Yuki to set a security level for a financial folder.

However, a financial folder does have a default security level per user role.

TIP!

If a user has access to a project, that user can also see all financial data for that project regardless of the user's role. This way, parts of the financial administration can be made visible to a user without having access to the entire financial administration.

Read-only user

The 'Read-only user' role in a domain can be combined with all other roles and can therefore view documents in the same folders as the respective role.

Purchase

A user with the 'Purchase' role in a domain can view the following documents in the Archive:

all documents in the 'Purchase', 'Human Resources', 'Tax' and 'Other financial' folders
in the 'Human Resources' folder all expense claims of all employees and only their own pay slips, expense claims, HR documents and assessments
in the 'Tax' folder only, if applicable, the WKR report.

Sales

A user with the 'Sales' role in a domain can view the following documents in the Archive:

view all documents in the 'Sales', 'Human Resources', 'Tax' and 'Other financial' folders
in the 'Human Resources' folder only the own pay slips, expense claims, HR documents and assessments
in the folder 'Tax' folder only the WKR report, if applicable.

Financial administration

A user with the 'Sales' role in a domain can view the following documents in the Archive:

all documents in the 'Purchase', 'Sales', 'Bank', 'Human Resources', 'Tax' and 'Other financial' folders
in the 'Human Resources' folder the financial documents of all employees (pay slips and expense claims) and only the own HR documents and assessments.

HRM

A user with the 'HRM' role in a domain can view the following documents in the Archive:

all documents in the 'Human Resources', 'Tax' and 'Other financial' folders
in the 'Tax' folder only the wage tax returns and if applicable the WKR report.

External accountant

A user with the 'External accountant' role in a domain can view the following documents in the Archive:

all documents in the 'Purchase', 'Sales', 'Bank', 'Human Resources', 'Tax' and 'Other financial' folders
In the 'Human Resources' folder only the financial documents (pay slips and expense claims)
in the folder 'Tax' folder all documents except, if applicable, the WKR report.

Management

A user with the 'Management' role in a domain can view the following documents in the Archive:

all documents in the 'Purchase', 'Sales', 'Bank', 'Human Resources', 'Tax' and 'Other financial' folders.