Users (SM201010)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

This window presents all user information imported from Admin including all existing users who have been granted access and their corresponding predefined roles set in Admin. Additionally, you can assign custom roles from Visma Net. Please note that all user management, including user creation and updates to email addresses and passwords, is performed exclusively within Admin.

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.

You use this area to see user information that has been collected from Admin.

Element Description
Login

Required.

The unique login name to authorise this user to log in to the system.
Select a user name to view information about the 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. Not used.
User type

The user type of this user, which defines the set of roles available to the user, the default roles assigned to the user, and the user types for which the user can create, manage, and add users. If you are creating a user account for a contact, you must select a contact-related user type for the user or add a new user type.

To add a new user type, click Edit to the right of the field to open the User types (EP202500) window in a pop-up window and add the type.

This field is not available when you select a domain user.

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

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.

You can add and remove any customised role that was created in Visma Net and assigned to the selected user. Roles that have been transferred from Admin are labelled as "Default" and are read-only, with their management handled entirely in Admin.

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. Roles that have been transferred from Admin are labelled as "Default".
Role description Read-only.
The description of the role.

On this tab, you can see the account usage information.

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. Not in use.
The date and time of the most recent password change.
Number of unsuccessful attempts to enter password

Read-only. Not in use.
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. Not in use.
The number of unsuccessful attempts the user made to enter the user recovery response.

This tab is not in use.

On this tab, you can specify a variety of default settings to be used in Visma Net for the selected user.

For example, you can select one of the available certificates as the user's personal certificate for signing portable document format (PDF) files. Users can change these settings themselves in the User settings (SM203010) window.

Element Description
PDF signing certificate The certificate that the system will use for signing PDF files this user generates in Visma Net.
Time zone The user's time zone, which will be used to display the timestamps for documents.
If a time zone is specified for the user, these timestamps will be converted to the user's specified time zone.
If no time zone is specified, documents will be time-stamped using the time settings on the server computer.
Default branch The branch to which the selected user will be signed in by default if the user has access to multiple branches.
Home page The dashboard to be displayed for the user on the home page of Visma Net instance.

Related concepts

About role-based access

Related tasks

Configure access rights to system objects

Configure access rights for a selected user role