This guide instructs you on how to copy permissions in Netvisor between different companies or users. For this, you need user administrator (KH) and/or accounting firm's main user (TPK) rights. The guide covers what permissions can be copied and how the process works.
CONTENTS
Copying Permissions
Copying permissions allows you to copy a desired user's permissions to multiple companies or copy permissions within a company. Copying permissions requires user administrator (KH) and/or accounting firm's main user (TPK) rights for the companies to which permissions are being copied. The user making the copy must not have a profile with no rights (sales, products, purchases, and financial management section profile), but must have at least some rights for the tool to open.
The tool can copy the following permissions:
- Accounting profile
- HRM profile
- CRM profile
- Roles
- Accounts receivable rights
- Fiscal year archive
- Information view rights
Copying permissions follows the same conditions as other permissions. If you want to copy KH or payroll rights, the person must have accounting firm's main user (TPK) rights for the companies. TPK rights can be copied to others if the copier has TPK or KH+Main user rights. You cannot copy rights to yourself.
The supplier restriction for purchase invoice verification in accounts payable cannot be copied between different companies, but the copying occurs only within the same company.
If accounts receivable rights are copied between different companies, the supplier restriction remains unchanged.
The view below opens. Select the company and user from that company whose rights are to be copied. Then choose either which company to copy the rights to or which user to copy the rights to (in this case, the credentials must already exist in that company). If there are no credentials, it is possible to add the user to the company using the user listing or social security number (the user must have been previously established in some company before this).
Below is an example where rights are copied to another user. Here you can choose which rights to copy.
If the person has customized rights, you can see what kind of rights the user has from the permissions section.
In the section below, you can select the company to which the rights are copied. At the same time, the person can also be added to other companies where the person making the copy has at least KH rights.
Press the "Continue" button at the bottom of the screen when the necessary companies have been selected. You will get the view below, which shows what kind of rights are being added. The view also shows the current rights of the person. By clicking on the rights, you can see more details about what kind of rights are involved. Each step allows you to return to the previous step, which retains the selections made earlier, so you don't have to make them again. By moving to the preview, you reach the approval view, which only shows the rights resulting from the copy.
You will come to the view below, where you can still check if the rights to be copied are correct. If everything is in order, press the "Accept and copy" link. The button no longer asks for confirmation of the copy, but by pressing it, the rights are copied.
When the copying is complete, there is a link at the end where you can return to the permissions copying view.
Frequently Asked Questions
What permissions can be copied between different companies?
Accounting, HRM, CRM profiles, roles, and other mentioned rights.
How do I ensure that the copied rights are correct?
Check the preview before approval and ensure the rights.
Can a user copy rights to themselves?
No, rights cannot be copied to oneself.
Keywords: Netvisor, copying permissions, KH rights, TPK rights, company-specific rights
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