Information on legal levels

There are four levels of rights in the Portal.

1. Accounting:

   - Sees accounting files and conversations
   - Can add files and conversations in the accounting category

2. Payroll:

   - View payroll files and conversations
   - Can add files and discussions in the payroll category

    

3. Admin:

   - An administrator who can give himself and others access to everything
    

    

4. Access only

    

   - Cannot see accounting and payroll files
   - Can add files and conversations to a public folder

   - Cannot add files and discussions to the accounting and payroll category

Admin functions

The button indicated by arrow A allows you to add new users.

The button indicated by arrow B allows you to edit user data.

1. Adding a new user

New users can be added by a person with Admin rights. Users are added from the location indicated by arrow A in the above image. The button opens a window where the person's details are filled in and access to the Portal is opened. The added user will receive an email message to log in. At this stage, the user does not yet have access to accounting or payroll.

2. Editing user information

The user data can be edited from the location indicated by arrow B in the above image. In this view, the user can be assigned the right to view accounting and payroll material.