About user accounts in Visma.net ERP

You can use the following capabilities of Visma.net ERP to apply your organisation's security policies to individual user accounts in the Users (SM201010) window:

• Specifying password policy settings for an individual user. You can do the following:
  • Allow the user to recover the username and reset the password through email.
    If this capability is enabled, the user can click the Forgot your credentials? link on the Welcome page of Visma.net ERP and receive an email withVisma.net ERP a link to the password reset window.
    
  • Allow the user to change the password at will.
  • Prevent the user from ever being prompted to change the password.
  • Require the user to change the password on the next login
  User account password policy settings are not available for domain users.
• Limiting the range of IP addresses from which a user can sign in to your Visma.net ERP instance.
  If the user attempts to access the system from a computer with an IP address that is outside of the specified range, access will be denied.
• Disabling a user account to temporarily prevent the user from signing in to your Visma.net ERP instance.

If you use the user types functionality you can specify the following security settings in the User types (EP202500) window that will be applied to all users of this type:

• Allow users with linked contacts to use their emails as their login to the system.
• Force new users to change their password at the first login.
• Force new users to activate their account.

If you need to audit activity of a particular user, you can track the following information in the Users (SM201010) window:

• The date and time of the last login.
• The most recent date when the account was temporarily locked out.
• The date and time of the most recent password change.
• The number of unsuccessful attempts the user made to sign into the account.

During ongoing maintenance of Visma.net ERP, you may have tasks to add a new user account or to change settings of an existing user account.
You perform the following steps to configure a user account in the Users (SM201010) window:

1. You specify or change the login, password, user's first and last name, and email address.
2. Optional: You assign the user account the appropriate user type.
3. Optional: You set up password policies for the user account.
4. You assign the user account the appropriate user roles. For details, see: About role-based access.

Your company may need to give your partners limited access to Visma.net ERP—for instance, to facilitate the process of entering contacts or customer orders.

In such a scenario, you may need some way to segregate users that are internal to your company from external users, or even to give your partners the means to create and manage their own users in Visma.net ERP, thus freeing your administrators of the responsibility to manage these users.

You can address these requirements through the use of user types in Visma.net ERP.

Each user type can be either employee-related or contact-related:

• An employee-related user type is associated with employees in your system.
  
  These user types are intended for users who are internal to your company (generally employees of your company and possibly consultants that you consider part of your company).
• A contact-related user type is associated with a contact in your system.
  
  These user types are intended for users who are external to the company—for example, partners or contacts.
  
  

For each user type, you need to specify the set of roles that can be assigned to users of this type.
For the procedure to add a user type, see: Add a user type.

You can use the following windows to track details on user accounts:

• Print or view a list of users in your Visma.net ERP instance by using the User list (SM65050S) report.
• View the access rights for each user to any system objects (modules, workspaces, windows, and window elements) by using the Access rights by user (SM201060) window.