User types (EP202500)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to define user types, which are used to provide default settings for creating new users. The window is also used to define the set of roles that are available for a user of the given type and the default roles to be assigned when a user of this type is created.
You can add new user types, view existing user types and modify their settings, and delete unused types from the system.

In this area, you can enter the settings for a new user type, or select an existing type to view or modify its settings.

Element Description
User type The unique identifier of the user type. Enter the ID of the new type, or select a user type from the list.
Linked entity The entity associated with this user type. The following options are available:
  • Contact
    You can assign this user type to external users, such as partners or contacts of customer or supplier organisations.
  • Employee
    You can assign this user type to employees of your company and possibly to consultants that you consider part of your company.
Description A description of the user type.

You use this tab to view and update the list of roles that can be assigned to users of this type.

Button Description
Apply to users

Applies the default roles to all users of the selected user type.
You can click this button if you have added a default role to the list of allowed roles and want to assign this role all users of the selected user type.
If you instead want to assign a role for a particular user, you can use the Users (SM201010) window.
Column Description
Default A check box that you select to assign the role to a user of this type by default.
The role or roles with this check box selected will be assigned to any new user of the type.
(If you change value of this field after creating users of the selected type, their user role assignment will remain unchanged.)
Role name The role that can be assigned to the user of the type.
Role description Read-only. The detailed description of the role.

You use this tab to view the list of users that are assigned to the selected user type.
You can add users in this list by using the Users (SM201010) window.

On this tab, you specify the default rules that apply when a new user of this type is added.

Element Description
Use email as login

A check box that you select to use the email address of a contact as the username of the contact for new users of this type.

This policy applies only when you add a user account to a contact account by using the Contacts (CR302000) window.

Reset password on first login A check box that you select to require new users of this type to change their password at the first login.
Require login activation A check box that you select to require activation of a new user account.
If you select this check box, new users of this type will receive an email with information on how to enable their user account.