Admin provides predefined roles to simplify role definition and administration.
These roles are license roles and define the maximum number of users per company. They are initially managed and assigned in Admin, then automatically transferred to Visma Net. In the roles registry of Visma Net, they are marked as 'Default' and come with preconfigured access rights that cannot be altered or removed. In Admin you can, for instance, assign users the Financials Administrator or Financials User roles.
Visma Net also includes built-in roles that are stored directly in the system. These roles are always provided and cannot be removed. Some of these roles grant users access to special functionality, while others are used by the system and should not be manually assigned to users.
The following built-in roles are available in the system:
- Administrator:
This is an internal role used by the system, for instance to run system processes.
- Anonymous:
This role is reserved for system use.
- DashboardDesigner:
The system automatically designates this role as a
dashboard owner role for dashboards that were created in previous versions of
Visma Net.
We recommend that you create specific roles for users who should own
particular dashboards.
For details, see: About dashboard pages.
- BI:
A user with this role can access the BI Views—that is, the
pre-configured generic inquiries that are exposed through the OData protocol,
such as BI-opportunities.
- Customiser:
A user with this role can customise Visma Net applications.
- Field-level audit:
A user with this role can view the audit trail
directly from an audited window.
- Guest:
Not used.
- Internal user:
A user with this role can change personal settings, and
view Help.
It is automatically assigned to all user accounts linked with the
Employee user type.
- Portal admin:
Not used.
- Portal user:
Not used.
- ReportDesigner:
A user with this role can publish reports in Visma Net.
Any user can create reports in Report designer, but for publishing reports in Visma Net, the user needs to be granted this role.