Who has access to my accounts?
When you run your financial system in the cloud, who can actually see my data?
- By default, anyone you assign via 'Company/User rights/Administer users' can see your accounts
- If you have an accountant, all the accountant's employees can see your accounts
- If you're connected to a reseller, all reseller employees can see your accounts
- Finally, Uniconta's support department can also view your accounts.
How can I limit this list?
If you only want a single employee of your accountant to see the accounts, you need to remove your accountant in 'Company information'. Then you need to get the login ID of the accountant's employee and assign them via 'Manage users'. Read more
here.
If you do not want other resellers or Uniconta support to be able to view your accounts, you must remove the 'Reseller access' checkmark in Company/Company information.
The check mark can only be changed by the user who is the 'Owner ' of the accounts. The same applies here as for the accountants. If you want a single employee at the reseller or Uniconta Support to be able to view your accounts, you must assign that person's login ID in 'Company/User rights/Administer users'.
Do the reseller and accountant count as users?
If you give someone at your accountant and/or reseller access to your accounts via 'Company/User rights/Administer users', they do not count as paying users. These people are servicing the customer and therefore do not have to pay for access. ATTENTION! An accountant user 'Role' must be 'Accountant' and a reseller user 'Role' must be 'Reseller'. An accountant or reseller can see this under Administrator/All Users.
What happens when you change ownership?
For many customers, the Uniconta partner has user access to the Uniconta installation during start-up, configuration and any conversion from another system to ensure that the customer gets started correctly. At some point, ownership must be transferred to the customer, and care must be taken to give the person or persons at the Uniconta Partner access.
Setting up
The administration itself takes place under Company Information, the same place where you give your accountant access:
If you uncheck the above checkbox, only the people defined in "Manage user" will be able to see the accounts.
Read more about auditor access
here.