Users (SM201010)

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.

In the Users window, you can add users to the system and edit existing users.
You can assign roles to a user, associate the user with an employee or business contact account, and edit user information.
You can also use the window to delete obsolete users.

Also, from this window, you can sign in as the selected user if you need to see the system as the user sees it.

To get access to the system, users must authenticate themselves by entering their username and password.
These users should have roles assigned before they sign in to the system.
Each role is a set of access rights, or permissions, to work with system entities. You can assign each user one role or multiple roles in accordance with different sets of responsibilities.
For more information, see: About role-based access.

Button Description
Membership

Opens the Restriction groups by user (SM201035) window, where you can view or configure the user's membership in groups.

This button appears only when you are viewing an existing user.
Reset password dialog box
You can use this dialog box, which opens when you click the Reset password button, to reset the password for the selected user.
Element Description
New password The new password for the selected user.
Confirm password The new password for the selected user, which you retype to confirm it to the system.
OK (button) Resets the password with the new one and closes the dialog box.
Cancel (button) Closes the dialog box without resetting the password.

You use this area to specify the settings for a new user account or to edit and possibly update an existing account.

Element Description
Login

Required.

The unique login name to authorise this user to log in to the system.
Select a username to view information about the user, or enter the name to create a new user.

Guest account A read-only check box that indicates (if selected) that the account is associated with a contact-related user type.
For a new user, the system selects or clears this check box automatically when you select the user type.
Linked entity

An employee or contact account that is associated with the user.
If the user you are creating is already defined in the system as an employee or contact account, you can select the appropriate employee or contact name in this field. This will cause relevant elements to be filled in.

The user type you have selected determines whether this field can be left blank and what type of account you can select.
If you have selected an employee-related user type in the User type field or left it blank, you can select an employee account or leave the Linked entity field blank.

If you have selected a contact-related user type in the User type field, you must select a contact account here or add a new contact.
To add a new contact account, click Edit to the right of the field to open the Contacts (CR302000) window in a pop-up window and add the contact account.
When you save the added contact account, it will automatically be inserted in this field.

First name The first name of the user.
Last name The last name of the user.
Email

Required.

The email address of the user, which is used to send information to the user, such as a link to password reset.
Comment Any additional user-related information that you want to add to the record.
Allow password recovery

A check box that you select to allow password recovery for the user if this user forgets the assigned password.
This check box is not available for domain users.

By default, this check box is selected.

By using this tab, you can view, add, and remove any role assigned to the selected local user.


To assign other roles to the domain user, select the Override active directory roles with local roles check box in the top part, and assign the roles to the user on this tab.

Column Description
Selected A check box that you select to assign this role to the selected user.
Role name

Read-only.
The name that identifies the role.
Role description Read-only.
The description of the role.

On this tab, you can see the account usage information. This tab is not available for domain users.

Element Description
Account creation date Read-only.
The date and time when the account was created.
Last login date

Read-only.

The date and time of the last login.
Last lockout date Read-only.
The most recent date when the account was temporarily locked out.
Last password change date Read-only.
The date and time of the most recent password change.
Number of unsuccessful attempts to enter password

Read-only.
The number of unsuccessful attempts the user made to sign into the account.
It is reset according to a value of the Reset lockout counter after x minutes field in the Security preferences (SM201060) window.

Number of unsuccessful attempts to enter recovery answer

Read-only.
The number of unsuccessful attempts the user made to enter the user recovery response.

You can use this tab to set up the range (or ranges) of IP addresses from which the user may sign in.
If you have specified addresses here, access from other addresses will not be allowed.
If you want to specify a list (rather than a range) of IP addresses, specify the same address in both columns for each IP address.

Column Description
From IP address The IP address that starts the range of allowed IP addresses.
Last IP address The IP address that ends the range of allowed IP addresses.