Default User Permissions
By default, when you invite a user (without admin rights) to an entity in Agicap, they can:
Display and hide inactive accounts.
Invite other users.
Access Cash Management.
These default permissions facilitate collaboration and can be adjusted by an admin as needed.
Understanding Admin Rights
An Admin user has full access to all features within an entity and can manage user rights for all other users. Admin rights should be granted to individuals with appropriate responsibility, such as managers.
Key Points About Admin Rights
An entity can have multiple admins or none, but having at least one admin is recommended.
Admin rights can be granted or revoked by another admin through:
Go to Settings on the lower left banner (⚙️ > Users and Permissions).
When a new entity is created, the creator is automatically assigned admin rights for that entity.
Only an admin can designate another user as an admin.
Non-Manageable Rights
Some rights are automatically assigned and cannot be modified:
Create Entities: Only admins of at least one entity can create new entities within the organization.
Manage Payment Preparation Validation Rules: This right is given to entity admins based on the activation of the payment module.
Manageable Rights
ONLY ADMINS can assign various combinations of rights to users based on their roles and expected usage. Manageable rights include:
Access to Cashflow.
See Inactive Bank Accounts.
Invite Other Users.
Additional rights specific to entities and features.
How to Assign User Rights
To assign or modify user rights:
Go to Settings on the lower left banner (⚙️ > Users and Permissions).
Select the user whose permissions you want to manage.
Review the list of entities associated with the user.
For each entity, assign the appropriate rights by checking or unchecking the available options.
Click Save to apply the changes.
Assigning Admin Rights
To grant admin rights to a user:
Go to Settings on the lower left banner (⚙️ > Users and Permissions).
Select the user.
Locate the entity where you want to assign admin rights.
Toggle the Admin option to On.
Confirm and save your changes.
Managing User Rights in Bulk
If a user is associated with multiple entities, you can manage their rights across all entities simultaneously:
Go to Settings on the lower left banner (⚙️ > Users and Permissions).
Select the user in Users and Permissions.
Choose multiple entities associated with the user.
Assign the desired rights that will apply to all selected entities.
Save the changes.
💡 Tip: Bulk management allows efficient updating of user permissions, but be mindful of entity-specific requirements when assigning rights.
Special Considerations
Users with Pending Invitations: For users who have been invited but have not yet accepted, only a limited set of rights can be managed:
Access to Cashflow: You can block or allow access even before they log in.
See Inactive Bank Accounts.
Invite Other Users.
Changing Your Own Rights: You cannot modify your own rights. To change your permissions, you must ask another admin to adjust them.
💡 Tips
Regularly review user rights to ensure they align with current roles and responsibilities.
Assign admin rights sparingly to maintain control over your organization's entities.
When inviting new users, consider what permissions they will need and adjust their rights accordingly after they accept the invitation.
Q&A ❓
Can I have multiple admins for a single entity?
Yes, you can assign admin rights to multiple users for a single entity. This allows shared responsibility for managing user rights and entity settings.
How do I remove admin rights from a user (only if you are also admin) ?
To remove admin rights:
Go to Settings (⚙️ > Users and Permissions).
Select the user.
Toggle the Admin option to Off for the desired entity.
Save your changes.
What happens if there are no admins assigned to an entity?
While Agicap allows an entity to have no admins, it's recommended to have at least one admin per entity to manage user rights and settings effectively.
Can a non-admin user invite other users?
By default, non-admin users have the right to invite other users unless this permission has been removed by an admin.