User settings (SM203010)

The General settings tab

By using this tab, you can review and modify the general settings for your user account.

The User settings section

In this section, you can view and modify general information, including your name, email address, and password-related settings.


Element	Description
Login	The username you used to sign in to the system.
First name	Your first name. You can edit this name.
Last name	Your last name. You can edit this name.
Phone	Your preferred phone number. You can edit a value of this box.
Email	Required. Your preferred email address. If you forget your password and request password changing from the Welcome dialog box, the information required to change your password will be sent to this email address.
Change email	A button that you click to open the User settings (SM203010)dialog box.
Password	Read-only. The password that you use to sign in to the system.
Password recovery question	A hint or question that you may specify to provide a secure way to acquire a new password if you forget your current one.
Comment	Any text that was provided as a comment for your user account when it was created. You can edit this text, if needed.

The Change email dialog box

By using this dialog box, you can enter a new preferred email and save it to the database. The dialog box has the following elements.


Element	Description
New email	Your new email address.
Password	The password that you use to sign in to the system.
OK (buttons)	Saves the new email address and closes the dialog box.
Cancel (buttons)	Closes the dialog box without saving any data.


Element	Description
Old password	The password that you use to sign in to the system.
New password	The new password, which must meet the security requirements set for passwords in your company.
Confirm password	The new password again; enter the same new password you typed above.
OK (buttons)	Saves the new password and closes the dialog box.
Cancel (buttons)	Closes the dialog box without saving any data.


Element	Description
New Answer	The answer for the recovery question.
Password	The password that you use to sign in to the system.
OK (buttons)	Saves the new recovery answer and closes the dialog box.
Cancel (buttons)	Closes the dialog box without saving any data.

The Personal settings section

In this section, you can specify a variety of default settings to be used in Visma.net ERP.
For example: You can select one of the available certificates as your personal certificate for signing files in the portable document format (PDF).


Element	Description
PDF signing certificate	Optional. The certificate that the system will use for signing PDF files you generate in Visma.net ERP.
Time zone	Optional. The time zone to be used to display document and wiki article timestamps converted to your time zone if there are users working with the system from different time zones. If no time zone is specified, documents will be time-stamped using the time settings specified for the Visma.net ERP instance.
Reset to default time zone	A button you click to use the default Visma.net ERP time zone as your default time zone.
Default branch	The branch to which you'll be signed in by default if you have access to multiple branches.
Home page	The dashboard to be displayed for you on the home page of Visma.net ERP.
Turn off autocomplete	A check box that you select to stop the system from displaying the drop-down list with suggestions (for lookup boxes that support autocomplete) when a user is typing text.
Show classic appearance by default	A check box that indicates (if selected) that classic user interface of Visma.net ERP is displayed by default when you sign in to the system. If you want to work in modern user interface, you clear this check box.


Element	Description
Skip Hidden Fields	A check box that indicates (if selected) that the system should not to export the elements that are hidden on the form.
Apply Body Settings to Empty Cells	A check box that indicates (if selected) that the system should apply the settings specified in the Body section to the empty cells of the documents exported to Excel.
Draw Border	A check box that indicates (if selected) that the exported document should have a border.
Border colour	The colour of the table borders that is applied during data export to an Excel file.
Header section
Font	The name of the font to be used on headers of the document exported to Excel.
Size	The size of the header font, in points.
Font colour	The font colour of the header.
Style	The style of the header. The following options are available: normal, bold , italic, and bold and italic.
Fill colour	The header fill colour.
Body section
Font	The name of the font that will be used in the body of the documents exported to Excel.
Size	The size of the body font, in points.
Font colour	The font colour of the body.
Style	The style of the header. The following options are available: normal, bold, italic, and bold and italic.
Fill colour	The body fill colour.

The Email settings tab

On this tab, you can specify your email settings, open your calendar to other users, and get the URL to synchronise the calendar with any third-party software products you use.

Element	Description
Default email account	The system email account to be used by default for sending your correspondence through the system.
Is public calendar	A check box that indicates (if selected) that the calendar may be viewed by other users.
Synchronisation URL	A button that opens the Synchronisation URL dialog box, which displays the URL of your calendar. Use the URL to synchronise your calendar with third-party software products that support the calendar synchronization functionality.
Download Outlook add-in manifest	A link that you click to download the manifest file of the Visma.net ERP add-in for Outlook, which is individual for each user. The manifest file contains the instructions for the system to automatically deploy the add-in. This link is available only if the Customer management functionality is enabled in the Enable/disable functionalities (CS100000) window.

The User email signature section

In this section, you can enter your email signature in the text area and specify signature settings.


Element	Description
Include in new emails	A check box that you select if you want to include the signature in all new emails that you send by using Visma.net ERP.
Include in replies and forwarded emails	A check box that you select if you want to include the signature in all replies and emails that you send by using Visma.net ERP.

The Custom locale format tab

On this tab, you can select the date and time formats to be used for your user account when you sign in to Visma.net ERP; otherwise, the settings of the default locale will be used. The default locale preferences are specified in the System locales (SM200550) window.

Element	Description
Format	The locale whose format settings you want to use for your user account.

The Date and time formats section


Element	Description
Date time	The basic format for displaying the date and time.
Short time	The format to be used to display a time that includes hours and minutes. Also, this format specifies whether to use a 12-hour clock, with tt standing for 12-hour clock and TT standing for 24-hour clock.
Long time	The format to be used to display a time that includes hours, minutes, and seconds.
Short date	The format to be used to display a date that includes a day, a month, and a two-digit or four-digit year.
Long date	The format to be used to display a date that includes a day, a month, and a four-digit year.
AM symbol	The string to designate times from midnight to before noon in a 12-hour clock (used only with the tt notation).
PM symbol	The string to designate times from noon to before midnight in a 12-hour clock (used only with the tt notation).

The Number format section


Element	Description
Decimal symbol	The symbol to be used to separate the fractional part of a number from its integer part.
Digit grouping symbol	The symbol to be used to group digits in large numbers.

The External identities tab

You can use this tab to enable single sign-on (SSO) with the supported identity providers.

You can use single sign-on with the identity provider only if your Visma.net ERP instance supports this identity provider.


Button	Description
Associate user	Opens the logon screen of the selected external identity provider you use to register the your external account with the Visma.net ERP instance.


Column	Description
Provider name	The external identity provider supported by Visma.net ERP.
Active	The check box you select to be able to sign in with the credentials of the selected external identity provider. Clear the check box to disable SSO with the selected identity provider. The check box is available only for the external identity providers with which your system administrator has configured single-sign on.
User key	The unique identifier of the user account to be used for SSO with the external identity provider. The system gets your user key from the identity provider when you register your external account.