Assignments

 

<< Show table of contents >>

  User administration > User overview >

Assignments

 

On this tab, you can change the assignment of a user to Journals, Cashbooks, Bank accounts and partner books. The assignments take place in the project and are only displayed here for information purposes.

Functions

Different functions are available depending on the user status.

Edit

Edit

Switches to the edit mode. At the end, click on Save to apply your changes.

VerificationCode

Change password

This function can be used to change your own password.

NOTE: The function is only available for the own user.

Download

Download

Downloads a file with the extension *.usr containing all user data.

You only need this file if WINPACCS Accounting or WINPACCS Cashbook are not connected to WINPACCS Cloud (e.g. because you have a weak Internet connection) and you plan to update changed user roles and assignments of a user in the applications. The file is valid for a fortnight.

Import this file into the applications under My account > Update user data.

UpdateUserDataAC01

UpdateUserDataAC02

Set_Verification_Status

Activate user account

Use this function to start the activation process to give the user access to WINPACCS.

DeactivateUser

Deactivate user account

This function deactivates user access.

Archive

Archive

The function archives the user. The user access is also deactivated if it is an active user.

ActivationEMail

Send activation mail

When you activate a user account, the user receives an activation e-mail to the e-mail address provided. If this e-mail does not arrive (e.g. because the e-mail address was entered incorrectly during registration), you can correct the address and resend the activation e-mail.

Reactivate

Retrieve user from archive

Reactivates a previously archived user.

NOTE: The user receives the user status 1 employee without a user account. To give the employee access to WINPACCS, the function Activate user account must be carried out.

Reset2ndFactor

Resetting the second factor

When you reset the second factor of the multi-factor authentication, you can choose one of your organisation's procedures or choose to completely switch off the second factor for user access. If you select a method, the user must set up the second factor again the next time they log in.

New

Request module registration

Enables the registration of an installation of WINPACCS Accounting or WINPACCS Cashbook on a device without an internet connection.

NOTE: The function is only available for the own user.

VerificationCode

Request verification code

Enables the request of a verification code for a critical journal restore in WINPACCS Accounting.

NOTE: The function is only available for the own user.