This guide explains how to define and manage access rights for establishing a group, viewing group reports, and making elimination entries in Netvisor. Group rights must be defined in the Users and roles section, and changing rights requires user administrator rights for the respective companies. You cannot change your own rights.
Rights required for establishing a group
Establishing a group requires the KH role for all companies included in the group, including the elimination company (if this is not established during the group creation phase). Functional rights must be as follows. It does not matter whether there is a right to Budgeting or not.
Rights required for viewing group reports
The user must have at least read rights for each group company. It does not matter whether there is a right to Budgeting or not. Functional access rights must be as follows:
Additionally, if you want to view the balance sheet and income statement from the elimination company in the group comparison report, the user must have KP rights for all companies included in the group, as well as the elimination company itself.
Rights required for making elimination entries
The user must have the accountant role and the chain and group reporting editing rights for each group company, including the elimination company. It does not matter whether there is a right to Budgeting. Additionally, full rights to the Account section are required to make entries.
Functional access rights must be as follows:
Keywords: group establishment, group access rights, group reports
Did you find it helpful? Yes No
Send feedback