Users connected to client

Administration of user access to Compello is done from this area..

Create a new user:

Press (+)

and enter information about the user:

• First name
• Surname
• User ID (Use the user's email address or initials)
• Password (Use the user's email address, so the user can change it later)
• Email address.

Press Add user to create multiple users at the same time

Finish by pressing save

Assign rights to the user

When the user is created, they have no rights and the correct rights must be assigned to the user..

Rights:

• Admin
  The role to be able to make administrative changes in the Compello solution.
• Archive
  Option to archive incoming invoices
• Approver
  Option to be associated as an approver on invoices in flow
• Bookkeeping
  Option to be able to process invoices before they are sent in flow
• Document import
  Option to be able to import PDF files via document import
• Change document status
  • Activate
  • Fully posted
  • Temporarily posted
• Change Sc. status
• PO Matching

User configuration

Configuration allows you to restrict accountant, approver, and archive users' access to chart of accounts values ​​and dimensions. Configuration also restricts which transactions approvers and archive users can see. Accountants have access to all transactions regardless of configuration..

Example: Configuration for Chart of Accounts

Function: Restrict access to specific account numbers, and/or account numbers that start with the specified digit.

• Config for Account Plan = 6,7, 4010
• Approvers and archive users with this config can see invoices where the entered account number starts with 6,7 or where the account number is 4010.
• When coding, you can see and select only account numbers that start with 6, 7 or are 4010.

Steps:

1. Select Client Setup and click Users connected to the Client.
2. Find a User by:
   1. using the search option.
   2. browsing the list of existing users.
      1. Click the user icon.
      2. Choose the Configuration Option.
      3. Enter the value you want in the config - e.g “4010”
3. Click Save.