There are several users involved in setting up, sharing, and filling out PBC lists. Learn how to organize this effectively.
User Types
The main distinction lies in the type of user:
- Audit Firm employee
- Client user
Every user in YouProvide falls into one of these groups. Combining them is not possible, as the type of user determines how your screen looks and which functions you can use.
Roles
Not every user needs to perform the same tasks. Roles are available for both audit firm employees and client users to determine their responsibilities:
Audit firm employees
| Role | Explanation |
| UserManager | Adding, removing, and managing employees |
| TemplateManager | Managing templates |
|
ClientManager |
Managing clients |
| ListManager | Important updates to lists, such as sharing (first time) and closing lists |
| User | All other functions |
Client users
| Role | Explanation |
| ClientAdministrator | All options available to clients |
| ClientUser | Submitting files |
The exact functional permissions are listed on the Gebruikersrechten page.
Adding Users
New users can be added in various ways in YouProvide. You can simply add a user to the user list, or by sharing a project or list with an email address that is not yet known in YouProvide.
| Method | Explanation |
| Manual entry (or import) by audit firm employee |
An audit firm employee needs to have the UserManager role in order to do this. You can only add firm employees and choose to assign roles and clients to them. This is the only way to add firm employees. |
| Sharing a project by audit firm employee |
If a firm employee shares a project with a non-existing email address, the system will create a new user for this purpose. This user will always be a client user with the ClientAdministrator role. The principle of YouProvide is that customers manage their user accounts themselves. So, when sharing a project with a new client for the first time, the user who performs the sharing action must also become the Admin for that client. |
| Manual entry by ClientAdministrator |
When a client user with the ClientAdministrator role adds new users to the list, they will always be created as client users and automatically linked to the same client as the user who creates them. The role can be set as desired during this process. |
| Sharing a project or list by client user |
When a client user shares a project or list with a non-existing email address, a new client user is created with the role of ClientUser. This user will be linked to the same client as the user who initiated the sharing action. |