List of Rights
The following rights (also called “Access Control Objects”) are currently available. This list is subject to change.
| Area | Name | Module | Description |
|---|---|---|---|
| Bankaccounts (requires Treasury Module) | Edit | Treasury | Users can add/edit Bank Accounts |
| ExcludeFromYardiInterface6 | Treasury | ||
| ModifySignatoryRules | Treasury | Add/Edit Bank Account Signatory Rules in the Options area - Option Group “Signatory Rule Set”. | |
| ReportingEdit | Treasury | Outdated - will be removed. Please ignore. | |
| View | Treasury | View Bank Accounts | |
| Branding | Edit | ||
| Cash Book (requires Treasury Module) | Booking | Treasury | Users with this Right are allowed to tick the “booked” checkbox in the Cashbook. (If this feature is activated.) |
| Delete | Treasury | Allows deleting of cash book records. | |
| Edit | Treasury | Allows editing of cash book records. | |
| Modify | Treasury | Allows editing of cash book records and adding manual records. | |
| Overview | Treasury | Users can see bank account balances. | |
| Upload | Treasury | Users can upload and import MT940 or CAMT.053 files. | |
| UploadCatFiles | Treasury | Users can upload files for mass-categorizations of cash book records. | |
| View | Treasury | Users can view the cash book. | |
| Export/EmployingEntities | Treasury | Outdated - will be removed. Please ignore. | |
| Changes | View | Grants access to the audit trail on the “Changes” tab of each data point. | |
| Client Account | Manage | ||
| Compliances | Edit | Edit compliance trackers of all sub-types of compliances for Entities, and Projects. | |
| View | View compliance tasks for Entities and Projects | ||
| Contacts | View Director Nationality | This information cannot be seen without this right. | |
| Basic/Edit | Edit information on the Basics Tab of Contacts (Organizations or Individuals) | ||
| Basic/View | View information on the Basics Tab of Contacts (Organizations or Individuals) | ||
| Business/Edit | Edit Business Address | ||
| Business/View | View Business Address | ||
| Engagements/View | View all data objects where this contact is assigned, e.g. as a director, a shareholder, or any other function. | ||
| Private/Edit | Edit Private Address | ||
| Private/View | View Private Address | ||
| Customfielddefs | Edit | Outdated - will be removed. Please ignore. | |
| View | Outdated - will be removed. Please ignore. | ||
| Documents | Export PDFs | Outdated - will be removed. Please ignore. | |
| Corporate/Delete | Outdated - will be removed. Please ignore. | ||
| Corporate/Edit | Outdated - will be removed. Please ignore. | ||
| Corporate/Flip | Outdated - will be removed. Please ignore. | ||
| Corporate/Upload | Outdated - will be removed. Please ignore. | ||
| Corporate/View | Outdated - will be removed. Please ignore. | ||
| Taxation/Delete | Outdated - will be removed. Please ignore. | ||
| Taxation/Edit | Outdated - will be removed. Please ignore. | ||
| Taxation/Flip | Outdated - will be removed. Please ignore. | ||
| Taxation/Upload | Outdated - will be removed. Please ignore. | ||
| Taxation/View | Outdated - will be removed. Please ignore. | ||
| DocumentTemplates | Add | Allows to upload new document template files (Word). | |
| Delete | Delete templates | ||
| Edit | Modify (or replace) templates | ||
| View | View templates | ||
| Entities | CIT/Edit | ||
| General/Edit | Allows editing of Entities | ||
| General/View | Allows Viewing of Entities | ||
| VAT/Edit | Right to edit VAT data, needs General/Edit right | ||
| VAT/Report | Outdated - will be removed. Please ignore. | ||
| Funds | Edit | Allows editing of Fund information | |
| View | View Fund information | ||
| Intercompany Transfers | Create | Treasury | Outdated - will be removed. Please ignore. |
| Invoices | Approve | AP Approval | Access to the Invoice Approval workflow |
| Edit | AP Approval | Edit invoices | |
| Reports | AP Approval | View AP-related reports | |
| Upload | AP Approval | Upload new invoices using the Upload Tool | |
| View | AP Approval | View invoices (e.g. on the Entity’s “Payables” tab) | |
| KYC | Edit | Edit KYC Compliance tasks | |
| View | View KYC Compliance tasks | ||
| Main | Metrics | Access to the metrics on the dashboard page. Some may require additional rights or modules. | |
| Options | Edit | Edit and delete Options | |
| View | View Options | ||
| Units/View | Access to the Functional Units (Options); without general view rights, it only allows this Option Group. | ||
| Projects | Basic/Edit | Edit Projects (some tabs may require additional rights) | |
| Basic/View | View Projects (some tabs may require additional rights) | ||
| Investment/* | Module not available for SaaS. Please ignore. | ||
| Queries | General | Controls access to the Reports/General Reports | |
| Smart Import Tool | Account Balances | Treasury | Import Account Balances |
| Assets | Import Assets | ||
| Bank Accounts | Treasury | Import Bank Accounts | |
| Cashbooks | Treasury | Import Cashbooks | |
| Contacts | Import Contacts | ||
| Entities | Import Entities | ||
| Land Register Information | Import Land Register Information of Assets | ||
| Tools | Exchange Rates | ||
| Users | Invite | Right to invite new users and assign them to a user group | |
| View | View users | ||
| Basic/Edit | Edit users | ||
| Rights/Edit | Edit user rights | ||
| Rights/View | View user rights | ||
| Vendors | View | AP Approval | Access to Vendors |