When it is desired to give the accountant access to Blue10, you need to create a new user. A user with administrator rights in Blue10 can create the accountant as a user.
Creating accountant as user in Blue10 step-by-step
Follow the steps to create the accountant as a new user in Blue10:
- Click Settings > Users to open the User overview.
- Click the +New User button. New fields open. The user settings consist various fields.
- The fields are structured as follows and start with the Base information:
- Under Personal information, enter the following user information:
- First name: Enter the user’s first name here.
- Last name: Enter the user’s surname here.
- Abbreviation: Enter an abbreviation of the user’s full name. Often the user’s first name or initials are entered here. In the history of a document, each action performed shows the abbreviation of the user who performed the action.
- E-mail address: Enter the e-mail address of the user.
- Language: Select the user’s default language here. This defaults to Dutch.
- Active: Tick to grant a user access to Blue10.
- Fill in the Base rights.
- Base role: Select the Check role here .
- Advanced: Tick this option.
- Belongs to: Leave this field blank.
- Search rights: Select Open all invoices and send own invoices here .
- Set the Notifications: Here are the following fields:
- Notification frequency: When invoices are ready to be processed, a user will receive a notification e-mail. Set the setting to Never.
- Abcense Assistant: Leave this option blank.
- Contract management access: Leave this option blank.
- Under Personal information, enter the following user information:
- There are several settings in the Advanced field:
- Selectable: Uncheck this option. The user does not need to be selectable in Blue10. Unchecking the option makes it impossible to send an invoice to this user.
- May edit documents: This option is unchecked by default. Leave the setting as is.
- May delete documents: This option is unchecked by default. Leave the setting as is.
- May see confidential documents: This option is unchecked by default. Leave the setting as is.
- May validate documents without allocated company: This option is unchecked by default. Leave the setting as is.
- May delete attachments: Select None.
- Click Save to create the accountant as a user in Blue10.
Note: The moment a user is created, they immediately receive a login link to set a password. The link in the email to set a new password is valid for two hours. When the link for a new user has expired, go to login.blue10.com. Click on Forgot password. Enter the e-mail address and click Send to receive a new e-mail with link.
Audit reports
A user with administrator rights can extract various reports from Blue10 for auditing purposes. In the report, the auditor can see, for example, which colleague approved an invoice and which permissions have changed during the year. Read more about the reports in our support blog.