We have made some changes to Administration to accommodate larger accounting firms that use Groups to organize their clients.
We have developed a new Search users functionality, where you can search for users and get information about the user, such as email address, which tenants and/or groups they belong to, and if they have administrator rights.
To search for a user;
NOTE: If you see a Key icon next to the tenant or group, that means the user has administrator rights in that group or tenant.
We have also made some changes to the Group level.
For larger organizations, such as accounting firms, it can be useful to organize the tenants into groups. In this way, it is easier for an administrator to add a user to multiple tenants, and giving them permissions and data accesses.
For the Group level , you now see the tabs shown in the figure:
|Shows the group name. Click to edit the group name.|
|Shows users that have access to the group level. You can add or remove group users. These users will have access to all tenants in the group and will automatically get access to manage other subgroups and tenants within the hierarchy.|
|Allocate licenses for users at the group level.
NOTE: If you do not have a shared license, you will not see this tab.
A group user is a user who can access all tenants in a group.
NOTE: If you want to grant a user Group Administrator rights, turn on the Group Administrator switch. A Group Administrator can manage group users, and create new tenants and subgroups. In addition, they can manage licenses at the group level.
NOTE: If you want to grant a user all permissions for all tenant in the group, turn on the All tenant permission switch. This permission gives the user administrator rights for all tenants in the group. In this way, they can manage licenses, users, and roles at the tenant level.
NOTE: Licenses for group users is managed from here and not at the tenant level. At the tenant level, the module accesses will be locked when a user is a group user.
NOTE: You can see how many available licenses you have in the column headers.
To see an example on how you can use the Group level, see Organize tenants in groups: An example.
Because you now can add users to a tenant by adding them at the Group level, there are some changes to the permissions, data and module access settings on the Users tab at the Tenant level.
If a user is a Group User, he or she will have a Lock icon next to their names on the Users tab. If the user is given All tenant permissions at the Group level, or is a Group Administrator, their permissions and data access is inherited from the Group level and cannot be managed from the Tenant level.
Module access is always given at the Group level for Group Users.
You can now use drag-and-drop to organize the tenants in your groups in the tree structure. You can, for example, move your tenants from one group to another. In addition, you can have a tenant in multiple groups if you want. When you move or add a tenant to a group, the group users are automatically added to the tenant you add or move.
NOTE: This functionality is only available for users with shared licenses.
To move a tenant to another group;
The group users in the destination group will automatically be added as tenant users.
NOTE: If you move a tenant from one group to another, the group users from the original group are removed from the tenant.
In the example in the figure, we move the Financely tenant under the Team William group to the Team Noora group. All group users from Team William are removed and the group users in Team Noora will be added.
To add a tenant to another group, while keeping the tenant in the original group;
You will now have the tenant in both groups.
The group users will automatically be added as tenant users.
In the example in the figure, we add the Financely tenant under the Team William group to the Team Noora group. In this way, we have the Financely tenant under both the Team William group and the Team Noora group. The group users for Team Noora will be added, and the group users for Team William are kept.
We have changed the Add tenants dialog box, so it does not close for each tenant you add. In the past, the dialog box would close when you clicked the Create button. Now, the dialog box stays open so you can add multiple tenants until you click the Close button.
We have added a Search users functionality to the Tenant level in Administration that allows you to only search for users in that particular tenant.
To search for a user;
It is now possible to create your own Marketplace for report templates. This is a feature we mainly offer to accounting firms as it requires OneStop Reporting to set up a separate tenant for this purpose. When you have a Marketplace tenant, you can upload templates to this marketplace and share between your tenants. The users in the other tenants will then only see the report templates you have shared when they click Get templates in Live Reporting or Budgeting. Please contact email@example.com if you want to set up a Marketplace tenant.
We have fixed an issue where Publisher jobs would run at incorrect times if the server time differed from UTC-time.
We have changed the dialog box for deleting companies from a tenant in Administration to be more informative. The change has been implemented to make users aware of what happens when they delete a company.
In Live Reporting, if the parameter is a date picker, today’s date is now automatically set.
We have added a Search for companies field when users create a new or edit an existing connection in the Get Data module.
We have improved the validation process for data connections. In this way, users will get more detailed error messages with information about the cause of the error.
In the past, customers have experienced that the OSR services do not start automatically after server reboot. This would cause reports not being run until the services were manually started again. We have solved this by setting the services to Automatic (Delayed Start) in the installer.
We have improved the Active Directory validation process.
To add Active Directory users to OneStop Reporting, see Active Directory.