Assign or change user roles in domain (Beta)

Disclaimer

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

A role indicates which position an user has within a domain. By assigning one or more roles to an user you determine which data can be looked at and which actions can be performed by the user in a domain, that is in all the administrations where the user has access to. Therefore you cannot assign a different role to an user per administration.

At the moment the following roles with corresponding rights can be assigned in a domain in Yuki:

• Back Office
  
  ATTENTION!
  When the accountant has activated the self-accounting feature for your domain, a user with the “Management” role in the domain can assign the role “Back Office” to a user.
  
  For a detailed description, see article Assign 'Back office' role (self-accounting) to user(s) in your domain.
  
  
• Management
• Sales
• Purchase
• HRM
• Financial administration
• External accountant
• Security manager
• Procurement
• Read-only user.

For a description of the rights of the different user roles in a domain, see article Rights per user role in domain.

ATTENTION!

In an accountant portal you can assign special roles to the back office.

For a detailed desxription of the special roles for the back office, see article  Assign or change back office roles.

TIP!

A user roles log is maintained in the domain where it can be viewed 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.

Adding one or more additional users to a domain (extra costs per added user per month) is only available when a user with the 'Management' role has chosen the bundle Medium, Large or Unlimited via the Yuki Store in the domain.

Only a user with the 'Management' role can assign one or more roles to the additional users in the domain.

Assign role(s) to user

Proceed as follows:

• Above the navigation bar, click on the Switch domain icon and then click on My domain
  OR
• In the navigation bar, click on the Settings icon.

• In the now-opened screen, in the Domain section, click on Users.
• Open the Default view.
  
  A screen is opened where you can view the master data and users of your administration(s).
  
  
  
• Hover your mouse over the line of the user to whom you want to assign a role (permissions). Then click on the button with the three dots and select the View contact menu option from the dropdown menu.
  
  
  
• In the now-opened screen, click on the Edit button.

• Click on the Extra tab.
  
  
  

• In the Security section, select one of the roles from the dropdown menu.

  You can assign more than one role.

• Click on the Save button.

Change role(s) of user

Follow the steps described above under ‘Assign role(s) to user’.

In the Security section, select the ‘white space’ to remove a role. In addition, you can assign one or more roles by selecting them from the dropdown menu.

Click on the Save button to save the changed role(s).