Default security for financial folders by user role

Modified on Mon, 28 Oct at 3:32 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 role 'Read-only user' 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 role 'Purchase' in a domain can view the following documents in the Archive:

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

Sales

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

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

Financial administration

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

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

HRM

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

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

External accountant

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

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

Management

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

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