Grant a user access and roles to a Visma.net service

To find settings, open the Visma.net Financials drop-down on the top left, and select it from the drop-down list.

  1. In the User column, click the email address of the user you want to grant access to.
  2. In the Edit user window, click the service you want to grant the user access to.
    The row for the service expands.
  3. Select the role you want the user to have.
  4. In the box for the selected role, select the check boxes for the companies in which the user should have this role.
  5. Repeat step 4 for any additional roles you have granted the user.
  6. Click Update.