Visma.net ERP
Add a user type
- Go to the User types (EP202500) window.
- In the User type field, type the name of the user type you want to add.
- In the Linked entity field, select one of the following:
- Employee: To add an employee-related user type that is associated with employees in your system
- Contact: To add a contact-related user type that is associated with a contact in your system
- Optional: In the Description field, type the description of the user type.
- On the Allowed roles tab, add the roles to be available
for the user of this type. Do the following:
- Click
.
- In the Row name column, select the role you want
to add to the role set.
For contact-related user types, you can associate only roles that are marked as guest roles (that is, they have the Guest role check box selected) in the User roles (SM201005) window. - Optional: If the role must be assigned to the user by default, select the Default check box.
- Click
- Click
.
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