In the Users and user rights -view, you can specify the user rights of different users in the organization’s Procountor environment. You can also add new users to the Procountor environment and remove users from the environment.

This article explains how you can search for users based on their privileges, specify privileges for them and examine the user right change log.

You can find the view by selecting Management > Users and user rights in the main menu.

The Users and user rights -view is an updated version of the old Users and privileges view.

After release v84 old Users and privileges view is disabled and iremoved from the Procountor's main menu. Users will be using the new view called Users and user rights launched previously last year. All functionality of the old view is now in new view and users can use and change user rights the same way as before.

Key updates:

You can search for users in the environment under Management > Users and privileges.

By default, the Procountor groups users by their user roles. You can remove the grouping clicking on the button next to the Group by user roles text.

3. Save your changes by clicking on Save at the top.

Changing a user’s privileges within one Procountor environment will not affect their privileges in other environments in which they have access rights.

Please note

Limitations are disabled by default, but they can be enabled to provide users with privileges that are more extended than those of the Personnel role, but more limited than full privileges.

Limitations appear under the group to which the user rights relates. For more information about the effect of the limitation, hover your mouse over the question mark next to it.

For example, you can grant user privileges to create and edit his or her own travel and expense invoices by selecting the option Access only travel & expense invoices created by user and by granting the user full rights to the Rights for travel & expense invoices and Search travel & expense invoices.

You can also copy a user’s rights to other user(s).

To convert the names of environment users to printable form, right-click on the user list and select Export list of selected users, Excel, HTML or PDF.

You can convert the User rights to printable form by clicking on Export in the User rights section and selecting either Export Excel, Export HTML or Open PDF in the drop-down menu.

The file includes the information of all the selected users.

You can access the User change log from the top menu of the Users and user right -view.

The User change log -view is only accessible to users with all rights to the users and user rights -section.

The change log shows all the changes made to the user’s privileges in the selected environment. You can also browse the privileges of deleted users.

The change log shows a summary of the change, i.e., when the privilege was changed, which user’s information was changed, what the action was and who made the change.

You can see all the changes made to a user’s access rights by clicking on their name. The old value shows what the user’s previous user rights were, and the new value indicates the user’s new user rights.

Procountor includes the following preset roles for defining user rights:

When a role has been assigned to a user, the preset rights appear to the user right view. The related user rights can be edited as desired (with the exception of the Personnel role).

If you want to customize your own set of user rights to the user, user's role changes into Customised role. This role will automatically modify the users rights as No rights and after this the users rights should be modifies to grant the user some visibility in Procountor.

Only the functions to which a user has privileges are visible to him or her in the main menu.

You should only give full user management rights to the main user and his or her substitute.

The main user of the environment has rights to all functions of the environment by default. The main user can, for example, edit basic company info, add new users and edit user roles. The main user can also see all salary functions and employee’s salary information. The main user role can also be edited and user rights to different functions can be modify.

Employee users only have rights to create travel and expense invoices for themselves, search for their own travel and expense invoices in the system, and view their own salary information. The Employee role cannot be modified. Before a Employee user can create travel and expense invoices, that user’s social security number must be saved in complete form into the user’s personal information and the company’s Business partner register, in which the user is registered as a Person.

If the user sees an error message when trying to prepare a travel or expense invoice, check that the user’s social security number is entered in Personal information and settings and the users username is attached to the person in Person register. If the user is still unable create travel or expense invoices, this means that the personal information is missing from the person register. Please contact your company’s main user if you need to supplement your information in the person register.

By default, users with the Employee role are prevented from editing dimensions. If you want to create a user with the Employee role permissions but also allow dimension editing, you can select another role (for example, Customized) and assign exactly the same user rights as the default Employee role. This way, dimension editing will also be possible.

User roles of Solo product version differ from the user roles of Financials and Ledger product versions in the following way:

More information about Solo product version and its user rights can be found here.

The charge for Procountor Ledger is based on users. Free roles for Ledger environments are Management/Auditor or Employee - Ledger role. Read more about Finago's invoicing here.

In Procountor, there are two different user rights related to payments: Payments and Salary Payments. A user can be given both rights or only one of them.

1. Payments > Payments

2. Payments > Salary Payments

Because of information security reasons, we can modify user rights in the customer service only if the person who has right to sign for the company sends us an authorization. A form of the authorization can be found below.

By default, the authorization form states that the new user is added to the environment with the user role Main user. If the user role should be something else, another user role can be stated in the authorization form. More information about the rights of different user roles can be found here.

Fill out the authorization form carefully and accurately. Remember also to sign the document. In the end, scan the finished authorization or take a picture of it and send it to our customer service via the contact form.