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 for the companies to which access rights are being copied. 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
  • copy rights within a company from one user to another.

Before using the function, make sure the following conditions are met:

  • You have user administrator (KH) and/or accounting office administrator (TPK) rights for all companies to which access rights are being copied.
  • Your profile is not “no rights” (in the profile for sales, products, purchases, and financial management), but you have at least some rights so that the tool will open.

Copying access rights requires strong authentication. Strong authentication can be performed using Netvisor's mobile application, bank credentials, or mobile certificate. This improves security and ensures the identity of the person adding the access rights.

  • Additional verification is user and session-specific: during the same login session, when you add or copy multiple users or access rights, no new authentication is required.
  • Perform additional verification only in connection with the first addition during the same session.
  • Exception: if the company has enabled Payment's additional verification (select Company menu > Sales and accounts payable rights > Payment confirmation settings > Payment's additional verification), you must re-authenticate 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

Note the following conditions when copying access rights:

  • Copying rights follows the same conditions as other access rights management.
  • 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.

Note the following restrictions related to accounts payable rights:

  • 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.

Open the access rights copying view by selecting for example: Company menu > User management > Copy access rights.

Proceed as follows when copying access rights:

  1. Select the company from which the rights are copied.
  2. Select the user in that company whose rights are copied.
  3. Select to which company the rights are copied or to which user the rights are copied (in this case, the credentials must already exist in that company).
  4. If there are no credentials, add the user to the company using the user listing or social security number. Make sure that the user has previously been established in some company.

When you copy rights to another user, proceed as follows:

  1. Select the user from whom the rights are copied.
  2. Select the user to whom the rights are copied.
  3. Select which rights are copied (for example Accounting, HRM or CRM profile, roles, accounts payable rights, financial period archive, information view rights).

If the person has customized rights, check them as follows:

  • Open the access rights section and see what kind of rights the user has.

Select the companies to which the rights are copied as follows:

  1. Select the company to which the rights are copied.
  2. Add the same person also to other companies where you have at least KH rights, if you want to copy the rights to those companies as well.

When you have selected the necessary companies, continue as follows:

  1. Press the "Continue" button at the bottom of the screen.
  2. In the view that opens, check what kind of rights you are adding.
  3. Compare the rights to be copied shown in the view with the person's current rights.
  4. Make sure that no necessary rights are left out when the new rights replace the old ones.
  5. See more detailed information about the rights by clicking the rights.
  6. If necessary, return to the previous step; the selections made earlier are retained.
  7. Move to the preview to see the approval view, which shows only the rights that will result from the copy.

Approve the rights to be copied and authenticate as follows:

  1. Check once more that the rights to be copied are correct.
  2. Select "Authenticate to add access rights".
  3. Perform strong authentication using Netvisor's mobile application, bank credentials, or mobile certificate.
  4. After successful authentication, you will automatically return to the previous view.
  5. Press "Accept and copy" at the bottom of the view.
  6. Note that the function is no longer confirmed separately; the rights are copied immediately.

When the copying is complete, proceed as follows:

  • Use the link shown at the end to return to the access rights copying view.

Frequently asked questions

What rights can be copied between different companies?

You can copy Accounting and HRM profiles, the CRM profile, roles, accounts payable rights, the financial period archive, and information view rights.

Can I copy the vendor restriction for purchase invoice verification in accounts payable between different companies?

No, you cannot. The vendor restriction for purchase invoice verification in accounts payable can only be copied within the same company.

How does the vendor restriction for accounts payable rights behave when I copy rights between different companies?

When you copy accounts payable rights between different companies, the vendor restriction remains unchanged.

How do I ensure that the copied rights are correct?

Check the preview before approval, compare the rights to be copied with the user's current rights, and make sure that no necessary rights are left out.

What access rights do I need in order to copy KH or payroll accountant rights?

If you want to copy KH or payroll accountant rights, the person must have accounting office administrator (TPK) rights for the companies. You can copy TPK rights to others if you have TPK or KH+Administrator access rights.

Do I need strong authentication for each copy?

No, you do not, if you make several additions during the same login session. Strong authentication is user and session-specific. If the company has Payment's additional verification enabled, you must re-authenticate for each user addition.

Can a user copy rights to themselves?

No, rights cannot be copied to oneself.

What happens to the user's old rights when I copy new rights?

The rights to be copied replace the user's old rights. Check in the preview that all necessary rights are included in the rights to be copied.

Keywords: Netvisor, copying access rights, KH rights, TPK rights, company-specific rights

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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