User roles (SM201005)

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 can use this window to create new roles and to assign roles to users.
For each existing role, you can view the list of users assigned to it. If your system is integrated with Active Directory (AD), Azure Active Directory (Azure AD), or Active Directory Federation Services (AD FS), you can map the roles configured in Visma.net ERP to the groups configured in the Active Directory domain.
For more information, see:: User security - overview.

A role is a set of access rights to specific modules or other system entities.
Some users are assigned only one role, while others are assigned multiple roles in accordance with different sets of employee responsibilities.
For more information about roles, see: About role-based access.

A guest role is a role that you configure to give restricted access to the website and to only particular modules.
Roles marked as guest roles can be associated with contact-related user types, which are intended for users who are external to the company, such as partners or contacts.

Button Description
Reload AD groups Updates the list of user groups in Visma.net ERP with current information from AD.

This button appears only when you integrated Visma.net ERP instance with AD, AD FS, or Azure AD, and when the number of user groups in AD or Azure AD is greater than or equal to 1000.

This area contains the summary elements of the role you are creating or viewing.

Element Description
Role name

The unique identifier of the role.
Type the name of the new role, or select a role from the list of available roles.
Role description A detailed description of the role.

On this tab, you can view and update the list of users to whom the role selected (or entered, for a newly added role) in the top part is assigned.

Column Description
Username The login name of the user to whom this role is assigned.
Display name The combination of the First name and Last name in the Users (SM201010) window of the user selected in the User name column.
Status The current status of the selected user (Active, Online, Disabled, Temporarily locked).
Comment Any comment that was provided for the selected user in the Users (SM201010) window.