In order to manage, approve, post invoices, etc., a person must have the right of representation of the respective company in the Finbite environment. Representation rights can be added by users in the administrator, chief accountant, or accounting office worker role. There are a total of 13 different roles in the Finbite environment and the rights assigned to them vary.
You can read more about roles and their rights here.
The right of representation can be granted by going to the company settings and selecting Settings -> Settings -> Company Settings. At the bottom of the page there is a block called Representation rights and there you have to press the "Add representation right" button.
To determine the right of representation, you must enter the personal identification number of the user, the validity period of the right of representation, e-mail address, role and, if desired, job title. If necessary, representation rights can also be added to all subcompanies related to the company.
By activating the "Daily consolidated confirmation notifications" option, the user will receive a summary notification about the invoices sent to them for confirmation every day at 2 p.m. When all the settings have been made, click Save.
If the user is new to the Finbite system, the first and last name must also be entered. Here it is important to make sure that the field "Send a username and password creation link" is ticked. By removing the check mark, the user will not be able to reset their password. In this case, user can only enter the Finbite environment with a Mobile ID, Smart ID or ID card.
Removing a user/disable access
If an employee leaves, their representation rights can be terminated by selecting Settings-> Settings -> Company Settings. Then search for the desired person from the representation rights and select Actions -> Change.
Now it is possible to assign the ending of right of representation.
Reviewing and extending user's right of representation
You can check the expiration of your representation rights by going to Settings -> Settings -> My representation rights.
If your right of representation is about to expire, contact the person in the role of administrator, chief accountant, or accounting office worker in your company, who can extend your right of representation.
In order to change representation rights, as master user, you need to select Settings -> Settings -> Company settings and go to the Representation rights block. To sort representation rights by their expiration date, press End date.
Now, if necessary, you can extend the rights of representation by pressing Actions -> Edit on the right side of the user and change the end date of representation.
If you want to extend the rights in all subsidiaries, also check the box Apply to all sub-companies and click Save.
