On this tab you will find the personal data and some technical information about an employee.
User profile
This section shows the employee's personal data and contact information. The User type also determines whether the user is an internal employee of your organisation or an external employee of a partner.
NOTE: Internal employees can receive by the assignment of all roles extensive authorisations in WINPACCS Cloud . The available authorisations for external users are severely restricted. Only the role Partner book user is available. External users only see their assigned partner books on the dashboard and can open them. Other areas of WINPACCS Cloud cannot be seen. The modules WINPACCS Accounting and WINPACCS Cashbook cannot be opened. |
By adding custom fields in the organisational settings for the user administration function area, many more organisation-specific user data and classifications can be recorded.
Users can also change this data themselves under My Account.
Technical data
This section displays some of the user's technical data.
User status |
Create all employees as users who are linked to WINPACCS. The User status is used to differentiate whether a user has access to WINPACCS.
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Second factor for multi-factor authentication |
Indicates which second factor has been assigned to the user. |
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Created on |
Indicates when the user was created. |
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Created by |
Indicates who created this user. |
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Edited on |
Indicates when a user was last edited. |
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Edited by |
Indicates who last edited this user. |
Functions
Different functions are available depending on the user status.
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Edit |
Switches to the edit mode. At the end, click on Save to apply your changes. |
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Change password |
This function can be used to change your own password.
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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.
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Activate user account |
Use this function to start the activation process to give the user access to WINPACCS. |
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Deactivate user account |
This function deactivates user access. |
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Archive |
The function archives the user. The user access is also deactivated if it is an active user. |
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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. |
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Retrieve user from archive |
Reactivates a previously archived user.
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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. |
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Request module registration |
Enables the registration of an installation of WINPACCS Accounting or WINPACCS Cashbook on a device without an internet connection.
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Request verification code |
Enables the request of a verification code for a critical journal restore in WINPACCS Accounting.
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