Create user (Univisor) – Uniconta

Create a Univisor user (new employee at univisor)

Note! This function creates a Univisor ('Accountant') user and NOT a standard user. Therefore, this method should only be used to add employees of the accountant (Univisor) who should have ACCESS TO ALL ACCOUNTS who have selected the Univisor company under Company details.

Log in to Uniconta with your user (univisor user)
Choose a random account if you don't automatically fall into your default account
Select Administrator / All users
Select the Add user button and choose Add accountant
Enter the employee's name, desired login ID, desired password, etc.
User type must be 'Standard', Status must be 'Open'
Leave the checkmark in 'Send email' and the user will receive their login and password on the entered email
Select the Save button
The Univisor user is now created on the inherited Univisor agreement.

Select the company (at the bottom) that the user should have access to by clicking the arrow on the right side of the field or type the company name. This will typically be the accounting firm's own accounts if Uniconta Time is used. If the accounting firm's own accounts have not been created, the field will usually be empty. This company will be set as the default account for the user. If you choose the accounting firm's own accounting, user rights may need to be set up. Read more here. .. Remember that a Univisor user (with role: 'Accountant') has access to ALL accounts that have selected Univisor under 'Company information'. If you do not want this, it is possible for the owner of the individual accounts to restrict access for the individual Univisor/ Accountant Login-ids. Read more about the options here... Read more about granting Univisor access under 'Company information' here... It is also possible to create an account where not all Univisoren 'Accountant' users have access. Read more here.

Create a Server user (owned by univisor)

A Univisor can own a server user. A server user is used for integrations to other products, such as webshops. Read more about server user here: To create a server user, do the following: https://www.uniconta.com/da/support/tillaegsloesninger-og-brugere/

Select Administrator / All users
Select the Add user button and choose Add accountant
Enter the server user's nickname (name), login ID and a password etc.
User type must be 'Server', Status must be 'Open'
Leave the checkmark in 'Send email' and the user will receive their login and password on the entered email
Check Multiple active logins on the same login ID
Select the Save button
The server user is now set up on the inherited Univisor agreement and has access to all accounts

Create by billing user

Give end user a 'billing user' access. The subscription stays with Univisoren. NOTE: Univisor must have access to the accounts, where the billing user must be linked to. Read more about the billing user here... If a Univisor owns an account (and the subscription) and wants to give a user access to invoice, approve documents and view operations, the Univisor can create a billing user for their customer.

Select Administrator / All users
Select the Add user button and choose Add billing user
Enter the billing user's name, desired login ID, desired password, etc.
User type must be 'Standard', Status must be 'Open'
Leave the checkmark in 'Send email' and the user will receive their login and password by email
In 'Company', select which company the user should have access to
User rights should always be set to 'Full'
Select the Save button
The billing user is now created in the selected company.

The bill on the invoice user is sent to Univisoren.

Change a standard user to a billing user

If you want to change a standard user to an invoicing user, for example, if a Univisor takes over ownership of the accounts and the customer only wants access to invoicing and already has a standard user. Note! This can only be used if Univisoren owns the accounts!

Select Company/User rights/Administer users
Select the user to be changed to a billing user. This user should have Role as Default.
Select User rights in the menu and set all rights to 'Full'. If you change these rights, we cannot guarantee that a billing user will work properly.
Select Menu layout from the menu and select 'Invoice' in the Fixed profiles field.
Click Save and the default user is now changed to an invoicing user.

Below is an account with Accountant as the owner, and two billing users attached.

Create a standard user

A standard user is a user who is NOT an employee of Univisoren and therefore should NOT have access to all Univisoren accounts. A standard user could, for example, be an employee of one of Univisoren's customers. NOTE: Univisor must have access to the accounts where the user must be linked.

Select Administrator / All users
Select the Add user button and select Add default user
Enter the default user name, desired login ID, desired password, etc.
User type must be 'Standard', Status must be 'Open'
Leave the checkmark in 'Send email' and the user will receive their login and password by email
In 'Company', select which company the user should have access to
Select the Save button
The default user is now created in the selected company.

The customer is transferred to the reseller you are working with, and which is selected during your accountant setup. A default user will not appear in 'All users' under 'Administration', as this user becomes available at the reseller. Read about auditor setup under Edit auditor. ..

Create a Server user on a customer's accounts

A server user is a standard user, with the user type=Server. Create a user as described in Create standard user, with the change that the user type must be "Server".

Give standard user access to bookkeeping accounts

If the user is already created in Uniconta, you can assign the user access to an account as follows:

Open the accounts in Uniconta
Select Company/User rights/Administer users
Select the Add user button
Check the 'Existing' box and enter the user's Uniconta login ID.
In the User rights field, select which rights the user should have. (These can also be changed afterwards)
Select the OK button
Press the Refresh button if you don't see the user in the Manage users list

Block Univisor user access

Select Administrator/All users
Select the user in the list and select the Edit user button
In the Status field you can choose to block or delete the user. When a user's status is set to 'Blocked', they cannot log in to Uniconta.

Delete Univisor user

If an employee at the accounting firm should no longer have access to Uniconta, one of their colleagues should do the following:

Select Administrator/All users
Find the user in question and place the cursor on that user
Select the Edit user button
Change the value in the Status field to 'Deleted'
Select the Save button

Note! The user can still be seen in the list of all users, but the status will be 'Deleted' and the user will not be able to log in to Uniconta. If you are not allowed to change the status to 'Deleted', it may be because the user is the owner of one or more accounts. If so, these accounts must be transferred to another owner before the user can be set as 'Deleted'. Via the Member companies button in the menu, you can see a list of the companies that this user owns or has access to. In the list of member companies, it is possible to see the number of the owner of the accounts and check if there are accounts that the current user owns. If the user is the owner, the user must transfer ownership of the accounts to a current employee. Read here how to change the owner of an account: Transfer accounts to another user