For Administrators only

Creating a Uniconta subscription.

Create a company

• Go to the top right hand corner of the Uniconta screen. Select the company or create a new company. Read more about setting up a company here.
• Fill out the relevant information for the new company as described in the above link.
• Click on ‘Create company’ in the toolbar/ribbon.
• Select the new company from the dropdown list in the top right hand corner of the Uniconta screen.

Add a user

• Use the navigation panel to go to Administrator/All users.
• Click on ‘Add user’ and fill out the detail form as shown in the screenshot below.

• NOTE: The dropdown menu for ‘Role’ here includes Standard, CompanyAdmin, Accountant, Reseller, Distributor and Admin, as shown in the screenshot below. ONLY SELECT STANDARD HERE. The user is ‘Set as’ a Distributor, Reseller or Accountant role later in the set up process. Administrators can read more here.

• Click on ‘Save’ in the toolbar/ribbon.

(Click on screenshot to enlarge).

• Click on ‘Yes’ in the ‘Confirmation’ form to assign the user to a company.
• Select the ‘Company’ from the dropdown menu as the ‘User rights’ and click on ‘OK’
• Select, for example, ‘Owner’ from the list in the screenshot below if the user is the company owner.

• Click ‘Yes’ as, shown in the screenshot below, to confirm that a subscription should be set up for the user.

• Fill out the detail form, as shown in the screenshot below, to set up a subscription for the user.
• Click ‘Save subscription’ in the toolbar/ribbon to save the subscription.

(Click on the screenshot to enlarge).

The user has now been set up with a subscription for a set of accounts.

Change a subscription

1. Use the navigation panel to go to Administrator/All companies
2. Select the company name
3. Click on ‘Go to owner’
4. Select the user form the list and click on ‘Subscription’
5. Edit the subscription information and click on ‘Save subscription’