Activate Advisor KYC

Before you activate Advisor KYC, we recommend you to:

• Go through the tasks under Settings - Tasks in Visma Advisor, to make sure that all tasks that you use are set as Active. All active tasks , except Tidregistrering and Frånvaro will be merged into Advisor KYC. They will form the basis of the General risk assessment, that is free of charge for your accounting office.

• Tasks can be excluded when you expand the task’s details and uncheck the box labelled Include task in Advisor KYC in Settings - Tasks. However we strongly advise our customers not to exclude any tasks.

• Go through your customers in Visma Advisor. On the tab Tasks, check that the correct Tasks are assigned to each customer. This is important, since it will form the basis for the customers' KYC reports.

1. Go to My Start page and the tab Advisor KYC.

2. Select Activate.

3. Accept the Terms of service.

4. Go to Settings - Employees - User rights.

5. Go through the list of employees and adjust the user permissions for those who require different levels.

6. Get started by reading Work with Advisor KYC before you start working with the general risk assessment for your accounting office.

Related topics

	Work with Advisor KYC
	Work with Advisor KYC (movie)
	Work with general risk assessment in Advisor KYC
	Work with customer knowledge in Advisor KYC
	Analyse a match in different registers - Customer knowledge
	Work with events in Advisor KYC
	Remove a customer from the Advisor KYC lista
	Deactivate Advisor KYC surveillance for a customer
	Reactivate Advisor KYC surveillance for a customer
	Questions about Advisor KYC