🌐 Web | 👤 Yokoy organization admin
The Organization page (Admin > Organization) includes key settings for the organization. Here you can find your organization ID (in the top right corner) as well as information on your product license.
Any changes you make in this page affects how Yokoy behaves for all companies in your organization.
🚧 Caution
Proceed with caution if you need to change anything in these settings. If you are unsure about the impact on your business, reach out to Yokoy Customer Care.
This page includes three tabs:
Tab | Description |
Basic settings for the organization. This determines the overall behavior and features available to all companies in the organization (regardless of whether they are used). | |
ERP | Settings for importing master data from ERP integrations. |
List of all legal entities set up within the organization. |
Product license
Your product license determines the features available. Your license can be:
Standard
Professional
Enterprise
You can check the features offered in each plan and request that your account be upgraded if necessary by clicking Compare plans.
General tab
This tab contains multiple sections that determine the modules available for companies in your organization as well as the global behavior of Yokoy. The settings in this tab affect all companies that you set up. Some options may need to be subsequently configured for the specific company.
Modules
The Modules section contains details about overall functionality available for your organization.
Modules | Description |
Enable maps configuration for China | Turns on a specific proxy to allow Yokoy to use the Google Maps API to search for addresses. You should only enable this for your organization if you have a legal entity based in China, as it may impact address-related search speed. |
Settings
In the Settings section, you can find specific settings that determine whether users can have roles in multiple companies or whether they can only perform actions in the company they are assigned to.
Setting | Description |
Allow cross-company approval | Enable this option to allow users in one legal entity to approve expenses or invoices for another legal entity. For example, Jo Smith is the head of cost center 001 in the company SwissHoldingABC. They need to approve expenses for team members in both companies SwissHoldingABC and GermanABC. |
Allow cross-company finance/HR roles | Enable this option if you want to allow users to perform roles in multiple legal entities. This enables scenarios where the finance and/or HR user is located in one company, while the person responsible for users is located in another company. This option only allows users to be used in multiple entities. For users to see and act in other companies, you still need to assign them a specific role in Admin > Finance/HR roles. |
Allow cross-company assistance | Enable this option if the assistant is located in one company, while the person for whom they need to submit reports for is located in another company. For example, Fran Cooper is the assistant for Ana Parker. He‘s associated with the company SwissHoldingABC, whereas Ana is in the company GermanABC. |
Disable password sign-in | This option should be selected if you are implementing SSO. This prevents users from resetting their password using the password reset option in the user profile. Note: This option needs to be enabled before creating the user for it to take effect. |
Disable auto-population of expense description files | This option determines whether you want the description field of expenses to be automatically populated with a text description extracted from the receipt data. |
Enable InternalSupplierID | Allows you to import suppliers with identical ERP codes. |
Enable cost object access | Turns on/off the ability to restrict cost objects to specific users. |
User access
This section determines the super admin users that can perform changes at an organization level. For example, the developer user is used to get API credentials for authenticating with the Yokoy API and for setting up SFTP configuration in the case the customer wants to use a file-based exchange.
🚧 Caution
Since the Organization admin and Developer roles allow users to perform changes at an organization level, these roles cannot be assigned automatically when importing users.
Option | Description |
Log inactive users out after (time in seconds) | Sets the session timeout that automatically logs out inactive users. See Session timeout for inactive users. |
Organization admin users | Organization admin (Yokoy super admin) for Yokoy. The organization admin user has access to the Finance, HR and Admin sections for all legal entities that are set up for your business. |
Developer users | These are users that need development access to the Yokoy API (for API integrations) or set up the Yokoy SFTP server connection (for file-based integrations). |
💡 Tip
Always keep Yokoy Support as an org admin user to ensure Yokoy can provide technical support when needed. Yokoy Support users can only access your account as part of a technical support request with your express authorization.
Pages
This section determines any additional pages that may be displayed in the navigation sidebar.
Option | Description |
Hide Order card accounts page | By default, all finance role users see the Finance menu and the Corporate cards menu with the Order Yokoy cards page (even if they don’t have Yokoy Pay cards). Select this option to hide this section from Finance users. |
Company list
This section lists all legal entities created for the organization.
The table displays the name of the legal entity, the country where the legal entity is located, and the Yokoy unique ID of the legal entity. You can change the name and country associated with a legal entity in Admin > Company settings.
You can add new legal entities to the setup by clicking + Add new company. This opens a dialog window where you can enter the name of the new legal entity and click Activate. Once created, you are redirected to the Company settings page (Admin > Company settings) where you can continue setting up the company.
🚧 Caution
If you need to add a new company to your organization, please contact your Yokoy Customer Success Manager as such a change may have contractual impact.