There are no restrictions on the number of users in KLARA. This makes it all the more important to assign a role to each user. If you do not want everyone with access to KLARA to have authorisation for all areas such as payroll or financial accounting…
You can design the roles accordingly
- Go to the menu item “Users”
- Select a user who is already saved or invite a new user
- Tick the access required in the “Roles” area
- Confirm the changes with “Save changes”
Which role does what?
The administrator role has access to all areas and can also add and delete users.
This user has access to all areas but cannot add new users or assign authorisations.
Employees and pay
The areas “Manage employees” and “Pay processing” as well as “Company” are available to this user.
This permission restricts access to "Accounting". No other areas can be edited or viewed.
This employee has access to the “Customers / Partners” and “Order Management” areas. They can thereby initiate processes, create invoices and manage the CRM.
Time and material reports
This employee can report times, and create and manage projects and tasks. They can also invoice times via the myKLARA app.
Online booking of meetings
The booking of meetings can be managed and operated via this access. Appointments can be created and adjusted.
New objects can be added, adapted or removed in object manager.
With this authorisation, the employee can access the MyKLARA app and its core features. Receipts and documents can therefore be uploaded directly to KLARA with the scan function.
With this authorisation, the employee has access to Doc2Print with their login and can also proceed to the printer driver to send letters directly.