Excellent Portal User Setup (without Payroll module)

When Excellent Portal has been activated for your company, you must review the user configuration and assign the necessary permissions.
If your company uses the Payroll module follow the guide HERE.

If you dont use Payroll module in Excellent Books, follow this guide below.

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1. ACCESS RIGHTS

The functionality available to a user in Excellent Portal depends on their access group. You can find it in module System > Settings > “Access Groups”.

Every Portal user must have at least one permission that allows them to log in to the Portal. This can be done in one of the next ways:

A) Add the access group EPADM to the user.
– this gives the user full Excellent Portal administrator rights.

B) Update an existing access group.
– add the following row to the access rights matrix:
Type: “Action” > Action: “Excellent Portal – Administrator” > Level: “Full”.

C) Create a new access group.
– add the following row to the access rights matrix:
Type: “Action” > Action: “Excellent Portal – Administrator” > Level: “Full”;
– if needed, add permissions in the same group for the required modules and registers.

Note: In the access rights matrix there must always be at least one row “Excellent Portal – Administrator” with Level “Full”. This row must not be deleted or downgraded; otherwise, it will not be possible to access the Portal correctly.

More detailed information about configuring user permissions is available HERE.

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2. ISIKU VÕI GLOBAALSE KASUTAJA SEADISTAMINE

In Excellent Booksis thee are two types of users: Global users and Persons.

To allow a user to access Excellent Portal, you must add the required data and a User Group to their Person or Global User card. Check whether the user who will use Excellent Portal is registered in Excellent Books as a Global User or as a Person.

2.1.2. Locate your user and complete all mandatory fields on the user card:

• Name

• Personal ID

• Access Groups: ADMIN,EPADM

• StandardID

Note: If the company where Excellent Portal was activated is listed in the table at the bottom of the card, you must add the EPADM access group in the “Access Groups” column for that row.

2.2. Configuring a Person for Portal

Isiku kaarti pead täiendama ainult juhul, kui Globaalse kasutaja kaarti ei olnud seadistatud.

2.2.1. Select module System > Registers > Persons.

2.2.2. Locate your user and complete all mandatory fields on the user card:

• Name

• Personal ID

• Access Groups: ADMIN,EPADM

• StandardID