You can define and manage access rights for establishing a group, viewing group reports, and making elimination entries by selecting Users and roles. Make sure you have user administrator rights for all companies whose rights you are modifying. Note that you cannot change your own rights.

Rights required for establishing a group

You can define the rights required for establishing a group by selecting Users and roles > select user > edit roles and rights.

  • Make sure the user has the KH role for all companies included in the group.
  • Make sure the KH role is also set for the elimination company if the elimination company is not established during the group creation phase.
  • Make sure that the functional rights are as shown in the image.
  • The Budgeting setting is not relevant, so the right can be either enabled or disabled.

Rights required for viewing group reports

You can define the rights required for viewing group reports by selecting Users and roles > select user > edit roles and rights.

  1. Give the user at least read rights for each group company.
  2. Make sure that the functional access rights are as shown in the image.
  3. The Budgeting setting is not relevant, so the right can be either enabled or disabled.

If you want the user to be able to view the balance sheet and profit and loss statement of the elimination company in the group comparison report, do the following:

  1. Give the user KP rights for all companies included in the group.
  2. Give the user KP rights also for the elimination company.

Rights required for making elimination entries

You can define the rights required for making elimination entries by selecting Users and roles > select user > edit roles and rights.

  1. Give the user the accountant role for each group company, including the elimination company.
  2. Give the user chain and group reporting editing rights for each group company, including the elimination company.
  3. Make sure the user has full rights to the Account section so that they can create vouchers.
  4. Make sure that the functional access rights are as shown in the image.
  5. The Budgeting setting is not relevant, so the right can be either enabled or disabled.

Frequently asked questions

Question: Where do I define the access rights required for establishing a group?

Answer: Define the rights by selecting Users and roles > select user > edit roles and rights and give the user the KH role for all companies included in the group, including the elimination company.

Question: What rights do I need for viewing group reports?

Answer: You need at least read rights for each group company and functional access rights as shown in the images. The Budgeting setting is not relevant.

Question: What additional rights do I need if I want to view the elimination company’s balance sheet and profit and loss statement in the group comparison report?

Answer: You must have KP rights for all companies included in the group as well as for the elimination company.

Question: What rights do I need for making elimination entries?

Answer: You need the accountant role and chain and group reporting editing rights for each group company, including the elimination company, as well as full rights to the Account section in order to create vouchers.

Keywords: group establishment, group access rights, group reports

 

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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