This guide instructs you on how to copy access rights in Netvisor between different companies or users. For this, you need user administrator (KH) and/or accounting office administrator (TPK) rights. The guide covers what rights can be copied and how the process works.
CONTENTS
Copying Rights
Copying access rights allows you to copy a desired user's rights to multiple companies or copy rights within a company. Copying access rights requires user administrator (KH) and/or accounting office administrator (TPK) rights for the companies to which access rights 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.
Copying access rights requires strong authentication. Strong authentication can be performed using Netvisor's mobile application, bank credentials, or mobile certificate. This measure enhances the security of our customers and ensures the identity of the person adding the access rights. Additional verification is user and session-specific. This means that if the user administrator adds or copies multiple users or access rights during the same login session, no new authentication is required. The user administrator only needs to perform additional verification during the first addition within the same session. An exception to this is when the company has chosen to use Payment's additional verification (Company menu > Sales and accounts payable rights > Payment confirmation settings > Payment's additional verification). If payment's additional verification is enabled, re-authentication is required for each user addition.
The tool can copy the following rights:
- Accounting profile
- HRM profile
- CRM profile
- Roles
- Accounts payable rights
- Financial period archive
- Information view rights
Copying rights follows the same conditions as other access rights. If you want to copy KH or payroll accountant rights, the person must have accounting office administrator (TPK) rights for the companies. TPK rights can be copied to others if the copier has TPK or KH+Administrator access rights. You cannot copy rights to yourself.
The vendor 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 payable rights are copied between different companies, the vendor 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 access rights 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 "Authenticate to add access rights" link. Copying access rights requires strong authentication to ensure the identity of the user administrator. Strong authentication can be performed using Netvisor's mobile application, bank credentials, or mobile certificate. After successful authentication, the previous view opens, and at the bottom, you will find the "Accept and copy" function. The function no longer asks for confirmation of the copy, but by clicking it, the rights are copied.
When the copying is complete, there is a link at the end where you can return to the access rights copying view.
Frequently Asked Questions
What rights can be copied between different companies?
Accounting, HRM 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 access rights, KH rights, TPK rights, company-specific rights
Did you find it helpful? Yes No
Send feedback