Visma.net ERP

Customer access (AR102000)

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By using this window, you can create restriction groups for managing the visibility of customer accounts to users, or modify existing restriction groups by adding or removing users or customer accounts.

You can also use the Restriction groups by customer (AR102010) window to manage the visibility of customer accounts to users, but you cannot create restriction groups on this window.

For more information about restriction groups, see: About restriction groups in Visma.net ERP.

Den övre delen

In this area, you can enter the settings of a new restriction group or select an existing group and edit its settings.

Element	Description
Group name	The name of the restriction group. You can type a name of a new group or select an existing group.
Description	The description of the restriction group. You can type a description if this field is empty or edit an existing description.
Group type	The type of the restriction group. You can select one of the following types: A, A inverse, B, or B inverse. For more information, see: About types of restriction groups.
Active	A check box that indicates (if selected) that the restriction group is active. You can clear the check box to make the group inactive, which means that restrictions imposed by the restriction group do not affect the visibility of entities to users. By default, this check box is selected.

The Users tab

On this tab, you can view the list of users defined in the system and select those to be included in the restriction group.

Element	Description
Login	Read-only. The login of the user.
Full name	Read-only. The full name of the user.
Comment	Read-only. The additional information that has been specified for the user in the Users (SM201010) window.

The Customers tab

On this tab, you can view the list of customer accounts defined in the system and select those to be included in the restriction group.

Element	Description
Customer ID	The ID of the customer account. You can click the customer ID to open theKunder (AR303000) window with information about this customer.
Status	The status of the customer account, which is either Active or Inactive.
Customer name	The name of the customer as it appears on the documents.