This is the updated article, including the new user settings screen. This screen will go live for all of our users in the coming weeks π
When you go to settings and on the tab users in Basecone, you will see the current active users that are available in Basecone (it depends on your own user role(s) which other users you can see). You can edit the settings of a user here or delete the user, by clicking on the 3 dots on the right side of the screen.
In addition, you can also add users in the right upper corner. See article: Create new user(s) for more information on that.
In the overview screen you will see the present users: their full name, email address, username, access to a number of administrations and assigned user roles:
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If you go to the 3 dots on the right side of the screen, in the user settings overview, you will go to the settings of the selected user. The user settings are divided into different tabs.
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We will go through each of these:
π Depending on the user role settings, some settings may be greyed out for changes. Please contact your accountant or the superuser of your Basecone environment if changes need to be made.
Details
The general tab contains all the data of a user. You can change the details of the user except for the username, you cannot change the username.
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Security
In this tab, you can see the blue option Change password, if you are viewing yourself as a user.
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When you click on Change password, you will go to the following screen:
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You see Send password reset when you have enough rights, and viewing another user in your Basecone environment. With that button, you can send the other user a link to reset his/her password. If a user did not set up a password yet, or has forgotten it, you can click this icon to send the user a link to create his/her password.
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Assigned administrations
In the tab Assigned administrations, you can indicate here if a user has access to a particular company or not. You can do this by clicking below Access, on the slide bar. You can also indicate if the user will automatically get access to future companies which are added later (see option above the search bar).
π Be careful when making any changes here, you can grant access to companies that the user may not be allowed to view or if access is deactivated, you might not have enough rights to grant it again after that.
If all access is deactivated, it does not mean that the user is deleted. If this action is taken, the user will become hidden in Basecone. See article: I'm unable to find a user, where can I find it back?
Roles & permissions
This tab lets you manage the roles of a user. More information about the rights of the various roles can be found when you click here.Β
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The Bill to drop-down is applicable if the role of authoriser is selected or if the expense claim module is activated. Additional costs will be charged for this. In general, the bill is sent to the office. If a company has a payment agreement set up, it can be billed directly to the company if you select it in the drop-down.
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Additional permissions are the following:
Allocate user rights for archive
By giving a user all rights for the archive, this will allow the user to view all documents in the archive. By default, this setting is disabled.There are some user roles in Basecone where a user is unable to see all documents. A restricted client user can only see documents that he/she has submitted. An authoriser can only see the documents that have been assigned to him/her for authorisation. And a client user is unable to view documents that are assigned to an authoriser.
Edit bank account/IBAN
By default, this setting is also disabled. With this setting, you can edit bank account numbers / the IBAN in the booking screen. This setting can only be enabled by the Superuser of your Basecone environment.Create expense claim in the mobile app
Read more about the module here.
Connections
Within this tab, you can link the Basecone user to the accounting system. If multiple accounting systems connections are used, each of these connections must be linked to an accounting system user.
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This is only applicable for users with the role of Accountant or SMEs accountant (users that can post invoices). See article: Link your Basecone user to a user in the accounting system
Preferences
In this last tab you can choose the language, document viewer and activity set up. Are you viewing your own user settings, you cannot change the last option, as that allows to choose an end date for the particular user. After that end date, you can no longer log into Basecone, but you are not a deleted user. See the different options below:
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Language
You can set the preferred language for Basecone here. You can choose between Dutch, English, German or French.Document viewer
Fit documents to screen
By default, this setting is disabled, and you will see the invoice in a larger view. When this is enabled, a document is compressed to fit in one screen.Use scroll function to navigate through pages
By default, this setting is disabled. When you enable this setting, it allows you to scroll through a document with multiple pages in the home-screen and in the booking screen
User active
A user can be deactivated when an end date is added here. The user is not deleted from Basecone, but is only deactivated. The date of today can be chosen or a date in the near future.
π If the user has the role authoriser and/or expense module activated, costs will not stop by filling in an end date.