User-specific privileges determine the information that each Procountor user is allowed to edit or view. User rights can be precisely defined for each individual user, but various preset user roles are provided as a starting point.
Preset user roles
Procountor includes the following preset roles for defining user rights:
- Main user
- Management / Auditor
- Payment transactions
- Payroll accountant
When a role has been assigned to a user, the related user rights can be edited as desired (with the exception of the Personnel role).
If you want to customise your own set of user rights to the user, user's role changes into Customised role.
Only the functions to which a user has privileges are visible to him or her in the main menu.
You should only give full user management rights to the main user and his or her substitute.
By default, only the main user has rights to pay invoices.
General information about the Employee role
Employee users only have rights to create travel and expense invoices for themselves, search for their own travel and expense invoices in the system, and view their own salary information. The Employee role cannot be modified. Before a Employee user can create travel and expense invoices, that user’s social security number must be saved in complete form into the user’s personal information and the company’s Business partner register, in which the user is registered as a Person.
More information on creating travel and expense invoices is available here.
Default user role privileges
|Main user||Sale||Purchases||Payroll accountant||Payment transactions||Entrepreneur||Accountant||Management/ Auditor||Employee||Student|
|Basic company info||All||Viewing||Viewing||Viewing||Viewing||All||All||Viewing||No||All|
|Basic accounting info||All||All||All||All||All||Viewing||All||Viewing||No||All|
|Edit personal info||All||All||All||All||All||All||All||All||All||All|
|Company user management||All||Viewing||Viewing||Viewing||Viewing||Viewing||Viewing||Viewing||No||No|
|Set up a company||All||Viewing||Viewing||Viewing||Viewing||Viewing||Viewing||Viewing||No||No|
|New sales invoice/Group invoice||All||All||Viewing||Viewing||Viewing||All||All||Viewing||No||All|
|Sales invoice search||All||All||Viewing||Viewing||Viewing||All||All||Viewing||No||All|
|New purchase invoice||All||Viewing||All||Viewing||Viewing||All||All||Viewing||No||All|
|New travel and expense invoice||All||All||All||All||All||All||All||Viewing||All||All|
|New journal receipt||All||All||All||All||Viewing||All||All||Viewing||No||All|
|Payroll accounting (all salary functions)||All||No||No||All||No||Viewing||No||Viewing||Viewing||All|
|Bank statements and reference payments||All||No||No||No||All||Viewing||All||Viewing||No||All|
|Mark paid elsewhere||All||No||No||No||All||Viewing||All||Viewing||No||All|
|Direct bank transfer *)||All||No||No||No||No||No||Viewing||No||No||Viewing|
|Closing of accounts tools||All||All||All||All||All||All||All||Viewing||No||All|
*) Direct bank transfer (Please note! There is no fuctionality for this feature yet.)
User rights limitations
You are able to limit user's user rights. The user right limitations are set to No limitations as a default for every preset user role.
The only exception is the Employee user role. Employee users only have rights to create travel and expense invoices for themselves, search for their own travel and expense invoices in the system, and view their own salary information.
You are able to set the following limitations:
- Personal sales invoices only - Allow user to only get sales invoices created by the user himself?
- Personal purchase invoices only - Allow user to only get purchase invoices created by the user himself?
- Personal travel and expense invoices only - Allow user to manage his own travel and expense invoices only?
- Personal journal receipts only - Allow user to only get journal receipts created by the user himself?
- Personal salaries only - Allow user to only view his own salary info?
- Only allow accounting viewing - Allow user to only view accounting pages?
- Search for personal approvals only - Allow user to only get purchase invoices that are waiting for his verification or approval?
- Rights to accounting only - Allow user to manage accounting pages only?