ABRA Flexi offers advanced user management. In addition to a standard user who handles accounting tasks, it is possible to work with the system in a restricted mode — for example, read-only access or as a developer via the REST API interface. So how do you easily add a user and correctly configure their role?

Accessing user management through the web interface allows you to make changes within a specific company or across all created companies. Please note that administrative rights (including user management) are required to make such changes.

First, locate the Users in Company module. You can find it in Settings under your user profile, or you can search for it directly using the smart assistant as usual.

You can then proceed to edit user access permissions. Click the Edit option on the relevant user:
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In this form, you configure details and permissions for a specific company (accounting entity), such as the role or company email address. If you want to set information and permissions that apply across all companies, you will need the Global User Settings. You can navigate there directly or use the User Overview module.
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Here you can see an overview of all users within the entire license, the number of used and available access slots, and you can search or filter the list as needed. You can create a new user or edit an existing one.

Write access (formerly NORMAL): a user with write access can edit and manage content within the application.

Read access: a user with read access can only view content.
​API access: a user with API access can access application data via the API interface, with the ability to read or write data.

You can set a default role for a user across other companies and immediately grant access to additional companies active under the license with a simple selection. You can also configure 2FA or other license-wide permissions, change a password, or block the user entirely.
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You no longer need to contact the sales department to add a paid access slot. In addition, you can also activate API access and extended annual license support directly in this module. All information about the License and Subscription module can be found HERE.

Accessing user management through the client application allows you to make changes to user settings for the given company (accounting entity).

You can find the user list in the menu under Tools – Users in Company. Clicking on this section opens a list of all users registered in the given company (accounting entity). As the main administrator, you can make changes and define user permissions directly from this list.

If you need to grant access to a new user, first add them to the user list via the menu Tools – Users in Company, then open a new record by clicking the New button. Enter a username and password for each user. Select a role that will define which modules the user can access and what actions they will be able to perform.

The last thing to fill in is the user type. ABRA Flexi has three different user types (Normal, REST-API, and Read-Only). For Normal and REST-API user types, a purchased access slot is required. Read-Only users are free and unlimited in number.

A Normal user is a standard ABRA Flexi user whose key characteristic is the ability to write and make changes. They can log in to both the desktop application and the web interface. Each Normal user consumes one purchased access slot from the license.

Every license must have a main administrator — this is automatically the first user created when the license is activated. In addition to the NORMAL user type and the ADMIN role, this user has all server rights enabled, as well as the right to lock documents and the right to add users from another company. These rights enable creating new companies, managing user access, and more. If needed, make sure not to overlook these important server rights.

This is a special (virtual) user that accesses the system via the REST API interface. This user cannot log in to the desktop application or the web interface. It is used for authenticating background data transfers within the application — for example, when connecting Flexi to an external system (e-shop, CRM, internal system, etc.).

In practice, developers typically assign a descriptive username to this type of user — for example, simply "eshop" when connecting an online store. Set the user type to REST-API. By filling in the User Role field, you can restrict the user's access to specific modules within ABRA Flexi.

A Read-Only user can access ABRA Flexi both through the desktop application and the web interface. However, as the name suggests, this type of user can only read data — they are not permitted to write any data. You can have an unlimited number of Read-Only users in ABRA Flexi, and they do not consume any license slots. The Read-Only user type is suitable, for example, for a company director who needs an overview of the company's performance but does not need to enter data into the accounting system. Set the user type to Read-Only and the user role to Read Only.

If you need to add a newly created user to another company that you manage in ABRA Flexi, simply log in to the relevant company the employee should have access to. Again, go to Tools – Users in Company and click the Add User from Another Company button.

A list of all users who have access to your ABRA Flexi will appear, and you can select the one you want to add to the currently open company. If a user should have access to all created companies, simply enable the server right Access All Companies for that user.

If a user has been actively working in ABRA Flexi, their username will have associations with records in the database, and it is therefore not possible to simply remove them by selecting their name and clicking Delete.

For such a user, you need to set the user type to Read-Only and the user role to BLOCKED: Inactive User. This ensures they will no longer be able to log in to the selected company. It is also advisable to set a validity expiration date on the Administration tab — typically one year after the end of their engagement — so they no longer appear in the user list in subsequent periods. For example, if you set the user's validity to expire in 2017, they will no longer appear in the user list for the 2018 accounting period. You can also block a user across all companies via the web interface, as described below.

The final option is to completely block a user. This is done using the "Block User" button. When this block is applied, the user is locked out across all companies and has no access to ABRA Flexi whatsoever.