Visma Advisor
What do I do if an employee can not access a customer collaboration?
If an employee can not access a customer collaboration in a service, you need to go to the customer overview and select the customer. Go to the tab Tasks. Check the settings of the task such as task, that the correct task owner and employees that participates are added and that the task is active. If you make any changes you need to click Save, so the information is synchronized with Mina tjänster.
If you are not sure of what tasks that is connected to a collaboration, an employee with user rights full permission can see this under Settings - Customer - Collaborations. By marking the checkbox Show also connected and then click the pencil icon in order to see the tasks that a service is connected to.