Create user(s) in domain (Beta)

Disclaimer

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

Adding additional users in a domain is only possible if a user with the ‘Management’ role has selected the Medium, Large or Unlimited bundle via the Yuki Store in the domain. However, there are costs associated with this per additional user (with role or employee).

In the minimal version of Yuki, only a user with the ‘Portal administrator’ or ‘Portal back office’ role can add a maximum of one user to the domain.

In addition, an administrative office or accounting firm also creates its own employees as users within the portal. These employees are super users who, in addition to having access to the domains (with one or more administrations), also have various professional tools at their disposal.

Create user in domain

This is how to create a user:

• Open My domainfrom different places in Yuki:
  • Click above the navigation bar on the Switch domain icon and then click on My domain
  • Click on the Settings icon in the navigation bar and then click in the now-opened screen in the Domain section on Users.
  • Click on the Invite user button.
    
    

The following screen is opened:

You can search for the new user in your existing contacts or add a new user.

Users

Search for the new user in your existing contacts.

Name (required)

Enter the new user's full name.

Email (required)

If the email address is not present, enter the email address of the new user.

ATTENTION!

The email address becomes the login name.

Roles (required)

Each user without a role already has some basic rights in the domain. Determine whether the user should have one or more additional roles.

For a detailed description see article Rights per user role in domain.

TIP!

Once the new user is created, more roles can be assigned to the user, if necessary, by selecting the appropriate role(s) on the 'Extra' tab in the user's contact card.

Language

Select the language in which the welcome email should be sent.

Company rights (required)

If you have more than one administration, select which administration(s) the user will have access to.

Send personal message

If desired, enter a short message for the new user here.

Then click on the Invite button.

A login and temporary password will now be created for the new user.

The new user will receive an email containing his or her login information.

He or she must log in within 24 hours of receiving the email with the temporary password.