What are users for? #
Users in XTendLink can distribute accesses and permissions.
| Accesses | Permissions |
|---|---|
| – Accounts. – Transactions. – Banks. – Etc. | – Approve payments. – Add new banks. – Give accesses & permissions to users. – Etc. |
What is a user? #
- Each person using XTendLink has their own user.
- Each user has a unique login and a unique email.
- Users are secured using passwords.
- Users are used in XTendLink and through connections (i.e. ERP systems).
- Users have different roles and rights.
User roles #
- Roles are the main method used to define both accesses and permissions.
- A user has at least one role and may have more than one role.
- Roles can be added and removed by a user Administrator or Manager role.
| Role | Accesses | Permissions |
|---|---|---|
| Viewer | – Journals | – None |
| Chart viewer | – Charts | – Does not log out automatically |
| Clerk | – Journals – Upload/download | – Import/export files – Delete journals – Reconsile debmul/cremul |
| Payer | – Journals – Accounts – Payments | – Edit payment lines – Delete payment journals |
| Approver | – Journals – Approve payment page | – None |
| Controller | – Journals – Accounts – Payments | – Create, edit and delete payment lines – Create and delete payment journals |
| Manager | – Journals – Accounts – Payments – Users – Banks | – Full edit permissions for payments – Create and edit user – Create and delete banks |
| Administrator | – Setup | – All options in the setup menu for: Users, banks, company, XTL, tools and more |
| Root | – All data areas | – Edit data area of all companies |
| Service | – Company | – May connect to XTL (e.g. from ERP) |
How to create users in XTendLink #
- Click on setup in the top menu
- Click on the users menu
- Click on NEW
- Write a login
- Write a email
- Set a password
