Terms

In user rights, you can enable or disable individual functions:

• Module:
  • Activate = If the module is activated, the corresponding user or trustee sees the module in the navigation.
  • Deactivate = If the module is deactivated, the user or trustee has no access to it, and the module does not appear in the navigation.
• Editing
  • All = Entries can be created, edited, or deleted, regardless of who created them.
  • Only own = Only entries created by this user can be edited or deleted.
  • None = No entries can be created, edited, or deleted.
• View
  • All = All entries can be viewed.
  • Only Own = Only entries created by this user are visible.

Superadmin

The Superadmin does not automatically receive all rights. This role only enables the following functions:

• Access to "All Settings"
• Access to user rights

Admin

Please do not confuse admin rights with superadmin rights.

• What can an Admin do? An Admin has access to all settings.
• What happens if Admin rights are deactivated? If Admin rights are revoked, the user loses access to these settings.
  • Note: Access will then only be possible for user management.

Overview of functions in user rights

• Banking:
  • If the "Edit" setting is "none," bank accounts in the Banking module can no longer be edited.
• Banking Synchronization:
  • As soon as banking synchronization is deactivated, no more payments can be transferred to e-banking, and no more transactions can be fetched or reconciled.
• E-Banking Interface:
  • As soon as this function is deactivated, the user can no longer influence the connection/disconnection of the link to e-banking. (The "Connect E-Banking" button is not visible).
• User Administration:
  • If the user administrator is deactivated, the user can no longer manage user rights.
• bexio Invoices:
  • These are the invoices you receive from bexio for the bexio package. You decide whether the user can view these invoices in the "Settings".
• Dashboard Sales Statistics:
  • The Dashboard Sales Statistics user right controls whether the Sales widget is displayed on the dashboard.
• File Upload for Contacts:
  • File upload is available to customers with Optima and Ultimate packages and controls whether the "Files" menu item is present for contacts and whether their own or all files can be uploaded and edited.
• Document Designer:
  • Whether templates for documents (design, logo, font, etc.) are available and can be edited or not.
• Sales - Account Statements:
  • For the "Finance" tab and thus the account statements to be visible for the selected contact, further user rights must be activated. These include Sales - Invoices and Sales - Offers, and of course Contacts. If only Sales - Account Statements is deactivated, the Finance tab is visible, but the page does not open.
• Warehouse Management (Edit Inbound & Outbound):
  • This specifically concerns whether the user can edit and delete warehouse entries. Under "Products" - "Inbound / Outbound," entries can only be deleted if the user rights are active.
• Projects (Conditions):
  • You can also show or hide conditions within a project for certain users. This also applies to the last module Time/Performance Tracking.
• Sales - Dunning Wizard:
  • This function can be found under "Sales" - "More." Invoices can be moved to the next dunning level with a dunning run.
• Payroll:
  • To access payroll, the "Payroll" right is required. There are no finer rights settings in payroll: a user either has full access to payroll or none at all.