Uuendatud 20. oktoober 2026
Activating Excellent Portal
Excellent Portal is a web-based extension of Excellent Books that allows you to use the software conveniently in an internet browser on a computer, smartphone or tablet. If you want to start using and activate Excellent Portal, follow the instructions below.
- ACTIVATING THE PORTAL IN EXCELLENT BOOKS.
1.1. Select System > Settings > “Cloud Services Settings” > open the “Other Services” tab.
1.2. Find the “Excellent Portal” row and click “Activate”.
1.3. A new window will open with three tabs: “Activation”, “2FA” and “Indicators”.
“2FA” tab – Two-factor authentication (hereinafter 2FA) increases login security. You can change the 2FA settings in the Excellent Portal web environment after activating the Portal if the user has administrator page rights. Read more HERE.
“Dashboard” tab – On the Dashboard page, specify which financial indicators and graphs are displayed to Excellent Portal users. You can change the indicator settings after activating Excellent Portal. Read more about Dashboards HERE.
1.4. “Activation” tab
Go to the “Activation” tab. Review and accept the terms of use of the service by selecting “Agree to terms”.
“Add Portal user rights for all users” – If this option is selected, the system will automatically add the EPUSR Access Group (Excellent Portal User) to all active Persons (in the System module). If an Access Group has already been assigned to the Person, EPUSR will be added alongside the existing Access Group (separated by a comma). This ensures that all existing Excellent Books users receive the default Portal access rights immediately after activation. If this option is left unselected, Portal access rights must be assigned to users manually.
Click “Send”.
1.5. If any required setting has not been configured, a corresponding message will be displayed (for example: “Database key is missing”, “E-mail address not specified”, etc.). The required setting must then be completed and the service activated again.
When the Portal service has been successfully activated, the system will send a confirmation e-mail.
2.1. Technics > Registers > “Global Users”.
Find and open your user record. (If your user is not in this register, select System > Registers > “Persons”.)
2.2. Check that the following fields are completed on the record:
- Name
- Access Groups (the “Access Group” field on the Person record) – add the EPADM Access Group. If a group has already been specified in the field, add the new group separated from the previous one by a comma. For example: ADMIN,EPADM.
NOTE! If the company rows, i.e. the matrix below, have been filled on the Global User record, then also add EPADM to the company row in the “Access Groups” column. - StandardID – you will also use this e-mail address to log in to the Excellent Portal website.
EXAMPLE: Global User record
EXAMPLE: Person record
2.3. Save the “Global User” or “Person” record.
You can find detailed instructions about Excellent Portal user access rights HERE.
3. REGISTERING AS A PORTAL USER
3.1. Enter portal.excellent.ee in your web browser’s address bar and click “Register”.
3.2. Enter your login e-mail and click “Create”.
3.3. An e-mail will automatically be sent to this address. Open the received e-mail and click “Activate user”.
3.4. Create a password and log in to Excellent Portal: portal.excellent.ee
If the message “No user was found with the entered e-mail address” appears, check the “Login e-mail” field on your user record to make sure it is the same.
If necessary, contact us by mail info@excellent.ee.
4. Once activation is complete, continue with setting up Excellent Portal users.
If “Excellent Portal” is activated, then you need to check users settings and give permissions. Continue with users set up, depending if Payroll module is in use or not.
A) If Payroll module is not in use, then follow Persons and Global users set up by this manual HERE.
B) If Payroll is in use, then follow this manual HERE.
(web portal, portal, web interface, web environment, web portal, web-based desktop, web access)