Configure the database, access rights and locks

Objective. Set up a reliable and secure Tempolia database by configuring companies, users, reference data, permissions, profiles and period locks in the correct order.

Estimated duration1 h

What you will learn

  • Configure issuing companies, bank accounts and core reference data.
  • Grant each employee only the permissions required for their role.
  • Use profiles and locks to standardise access and protect closed periods.

Recommended workflow

  1. Define companies, general options, bank accounts and document settings first.
  2. Create stable sales, task and expense codes before operational data is entered.
  3. Create employees, assign profiles and review sensitive permissions individually.
  4. Test the configuration with a standard user account before opening the database to the team.

Checks before continuing

  • No shared or generic employee account is used for day-to-day work.
  • Permissions are tested with the actual user profile, not only as Administrator.
  • Locks protect approved periods without preventing legitimate current work.

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