/admin section Admin is an application designed to manage user access for services provided by Visma. It enables administrators to view and control user access by granting or revoking roles to one or more services within a single company or across multiple companies. 2025-03-26T16:19:50+01:00 # Admin Admin is an application designed to manage user access for services provided by Visma. It enables administrators to view and control user access by granting or revoking roles to one or more services within a single company or across multiple companies. ### Which Services are Managed by Admin? Admin manages access to a broad range of services, including accounting, payroll, human resources, and project management. By controlling user access, the application assists companies in operating efficiently and ensures that users have the necessary access to specific services aligned with their roles. ### Which Scenarios are Handled from Admin? - User Management: Add or update a user and manage their access across one or more companies. - Company Management: Add or update a company and manage user access within that company accordingly. - Role Assignments: Adjust user access by granting or revoking roles for one or more services, either within a single company or across multiple companies. ### Who Has Access to Admin? Admin is used by administrators of subscribers and companies who manage user access. /admin/main_concepts section In this section, we explore the core concepts that define the structure and functionality of Admin. These key concepts are integral to user interaction, organizational hierarchy, and access control. Understanding these concepts will provide you with a clear view of how the application manages users and companies, assigns roles, and organizes groups efficiently. 2025-03-26T16:51:26+02:00 # Main Concepts In this section, we explore the core concepts that define the structure and functionality of Admin. These key concepts are integral to user interaction, organizational hierarchy, and access control. Understanding these concepts will provide you with a clear view of how the application manages users and companies, assigns roles, and organizes groups efficiently. /admin/main_concepts/user page A User is an individual who has access to the system. Users have unique identifiers such as email addresses and can belong to various user groups. Depending on their function or access level within the application, different roles can be granted to the users. 2025-03-26T16:51:26+02:00 # User A User is an individual who has access to the system. Users have unique identifiers such as email addresses and can belong to various user groups. Depending on their function or access level within the application, different roles can be granted to the users. ### Create a new user 1. Click the "New user" link 2. Enter the required details 3. Save ### View user details 1. Click the user name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Remove user 1. Click the user name 2. Click the "Remove user" button at the bottom left 3. Approve as prompted ### Include user in user group 1. Click the user name. 2. Navigate to the "User groups" tab 3. Click the "Include in user groups" tab 4. Click the "Include in" link to add user to user group 5. Click the "Save user" to confirm ### Exclude user from user group 1. Click the user name 2. Navigate to the "User groups" tab 3. Click the "Exclude from" to remove a user from user group 4. Click the "Save user" to confirm. ### Grant role 1. Click the user name 2. Click the "Service access" tab 3. Choose a company, company group or subscriber from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click the "Save actions" to apply changes ### Revoke role 1. Click the user name 2. Navigate to the "Service access" tab. 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles. 4. Click the "Save actions" to apply changes ### View change log 1. Click the user name 2. Click the "Change log" tab 3. View all changes made to the user’s account ### Check connect user id 1. Click the user name 2. Navigate to the "Configuration" tab 3. Check the Connected User ID displayed there ### Filter users 1. In the User table, locate the filter icon above the user list 2. Click it 3. Filter user list based the company, service or role 4. Press "Ok" to apply filter /admin/main_concepts/company page A Company represents an organization that uses an application. It may consist of multiple users and groups, allowing for structured management of user access and data visibility within the boundaries of that organization. 2025-03-26T16:51:26+02:00 # Company A Company represents an organization that uses an application. It may consist of multiple users and groups, allowing for structured management of user access and data visibility within the boundaries of that organization. ### Create a new company 1. Click the "New company" button 2. Enter the required details ### View company details 1. Click the company name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Delete company 1. Click the company name 2. If the company had service activated: Click the Deactivate, then Terminate 3. If the company does not have services activated: Click the "Delete" 4. Approve as prompted ### Include company in company group 1. Click the company name 2. Navigate to the "Company groups" tab 3. Click the "Include in company group" tab 4. Click the "Include in" link to add company to company group 5. Click the "Save company" to apply changes ### Exclude company from company group 1. Click the company name 2. Navigate to the "Company groups" tab 3. Click the "Included in company groups" tab 4. Click the "Exclude from" to remove company from company group 5. Click the "Save company" to apply changes ### Activate/Deactivate services 1. Click the company name 2. Click the "Services" tab 3. Toggle the activation status of specific services by clicking Activate or Deactivate next to each service ### Grant role 1. Click the company name 2. Navigate to the "Service access" tab 3. Choose a user, user group or support user from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click "Save actions" to apply changes ### Revoke role 1. Click the company name 2. Navigate to the "Service access" tab 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles 4. Click "Save actions" to apply changes ### View change log 1. Click the company name 2. Navigate to the "Change log" tab 3. View all changes made to the company ### Check default role group configuration 1. Click the company name 2. Navigate to the "Configuration" tab 3. Look for the Default role group settings 4. Verify or modify the default role group configuration if needed ### Inform users about role assignment updates for company 1. Click the company name 2. Navigate to the "Configuration" tab 3. Tick or untick "Inform users about role assignment updates" /admin/main_concepts/role page A Role is a set of permissions that determine what actions a user can perform within the application. Roles are often assigned based on job functions (e.g., Admin, Editor, Viewer). 2025-03-26T16:51:26+02:00 # Role A Role is a set of permissions that determine what actions a user can perform within the application. Roles are often assigned based on job functions (e.g., Admin, Editor, Viewer). ### View role details 1. Click the role name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Include role in role group 1. Click the role name 2. Navigate to the "Role groups" tab 3. Click the "Include in role group" tab 4. Click the "Include in" link to add role to role group 5. Click the "Save role" to apply changes ### Exclude role in role group 1. Click the role name 2. Navigate to the "Role groups" tab 4. Click the "Exclude from" link to remove role from role group 5. Click the "Save role" to apply changes ### View change log 1. Click role name 2. Navigate to the "Change log" tab 3. View all changes made to the role /admin/main_concepts/subscriber page A Subscriber is an entity, like a company or individual, that uses services from Visma. An Administrator within the Subscriber can manage who has access by assigning roles and granting access to services for users in their organization. 2025-03-26T16:51:26+02:00 # Subscriber A Subscriber is an entity, like a company or individual, that uses services from Visma. An Administrator within the Subscriber can manage who has access by assigning roles and granting access to services for users in their organization. ### View subscriber details 1. Click the subscriber name 2. Check the displayed details 3. Navigate to other tabs for additional details ### View subscriptions 1. Click the subscriber name 2. Navigate to the "Subscriptions" tab 3. Check the services and companies in use ### Grant role 1. Click the subscriber name 2. Navigate to the "Service access" tab 3. Choose a user, user group or support user from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click "Save actions" to apply changes ### Revoke role 1. Click the subscriber name 2. Navigate to the "Service access" tab 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles. 4. Click "Save actions" to apply changes ### View change log 1. Click the subscriber name 2. Navigate to the "Change log" tab 3. View all modifications made to the subscriber. ### Enable/Disable two step verification for users 1. Click the subscriber name 2. Navigate to the "Configuration" tab 3. Tick or untick "I want to enable two-step verification for my users" ### Allow or prevent users from changing their email address 1. Click the subscriber name 2. Navigate to the "Configuration" tab 3. Tick or untick "I want my users to be able to change their email address" ### View subscriber id and tenant id 1. Click the subscriber name 2. Navigate to the "Configuration" tab 3. Check the needed information ### View the parent of the subscriber 1. Click the subscriber name 2. Navigate to the "Configuration" tab 3. Check the needed information /admin/main_concepts/user_group page A User Group is a collection of users grouped together for simplifying access management. Assigning permissions to a group instead of individual users ensures consistent access for all members of the group and simplifies administration. 2025-03-26T16:51:26+02:00 # User Group A User Group is a collection of users grouped together for simplifying access management. Assigning permissions to a group instead of individual users ensures consistent access for all members of the group and simplifies administration. ### Create a new user group 1. Click the "New user group" link 2. Enter the required details 3. Save ### View user group details 1. Click the user group name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Remove user group 1. Click the user group name 2. Click the "Remove user group" button at the bottom left 3. Approve as prompted ### Include user to user group 1. Click the user group name 2. Navigate to the "Users" tab 3. Click the "Include user" tab 4. Click the "Include" link to add a user to user group 5. Click the "Save user group" to apply changes ### Exclude user from user group 1. Click the user group name 2. Navigate to the "Users" tab, in the pop-up window 3. Click "Exclude" link to remove a user from user group 4. Click "Save user group" to apply changes ### Grant role 1. Click the user group name 2. Click the "Service access" tab 3. Choose a company, company group or subscriber from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click "Save actions" to apply changes ### Revoke role 1. Click the user group name 2. Navigate to the "Service access" tab. 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles. 4. Click "Save actions" to apply changes ### View change log 1. Click the user group name 2. Click the "Change log" tab 3. View all changes made to the user group /admin/main_concepts/support_user page A Support User is a Partner or Visma employee who helps Subscribers with service issues. They have special access to troubleshoot and assist users without directly changing the Subscriber's settings or data. 2025-03-26T16:51:26+02:00 # Support User A Support User is a Partner or Visma employee who helps Subscribers with service issues. They have special access to troubleshoot and assist users without directly changing the Subscriber's settings or data. ### Add a support user 1. Click the "Add support user" link 2. Choose users to add as support 3. Save ### View support user details 1. Click the support user name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Remove support user 1. Click the support user name 2. Click the "Remove support user" button at the bottom left 3. Approve as prompted ### Include support user in user group 1. Click the support user name 2. Navigate to the "User groups" tab 3. Click the "Include in user groups" tab 4. Click the "Include in" link to add user to user group 5. Click the "Save user" to confirm ### Exclude support user from user group 1. Click the support user name 2. Navigate to the "User groups" tab 3. Click the "Exclude from" link to remove a user from user group 4. Click the "Save user" to confirm ### Grant role 1. Click the support user name 2. Click the "Service access" tab 3. Choose a company, company group or subscriber from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click the "Save actions" to apply changes ### Revoke role 1. Click the support user name 2. Navigate to the "Service access" tab. 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles. 4. Click the "Save actions" to apply changes ### View change log 1. Click the support user name 2. Click the "Change log" tab 3. View all changes made to the user’s account ### Check connect user id 1. Click the support user name 2. Navigate to the "Configuration" tab 3. Check the Connected User ID displayed there /admin/main_concepts/company_group page A Company Group is a collection of companies that might be managed collectively for shared access policies or centralized administration. This grouping helps in managing access and permissions efficiently across multiple organizations. 2025-03-26T16:51:26+02:00 # Company Group A Company Group is a collection of companies that might be managed collectively for shared access policies or centralized administration. This grouping helps in managing access and permissions efficiently across multiple organizations. ### Create new company group 1. Click the "New company group" link 2. Enter the required details 3. Save ### View company group details 1. Click the company group name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Remove company group 1. Click the company group name 2. Click the "Remove user group" button at the bottom left 3. Approve as prompted ### Include company to company group 1. Click the company group name 2. Navigate to the "Companies" tab 3. Click the "Include company" tab 4. Click the "Include" link to add company to company group 5. Click the "Save company group" to apply changes ### Exclude company from company group 1. Click the company group name 2. Navigate to the "Companies" tab. 3. Click the "Exclude" to remove company from company group 4. Click the "Save company group" to apply changes. ### Include client company to company group 1. Click the company group name 2. Navigate to the "Client companies" tab 3. Click the "Include client company" tab 4. Click the "Include" to add client company to company group 5. Click the "Save company group" to apply changes. ### Exclude client company from company group 1. Click the company group name 2. Navigate to the "Client companies" tab 3. Click the "Exclude" to remove client company from company group 4. Click the "Save company group" to apply changes ### View change log 1. Click the company group name 2. Navigate to the "Change log" tab 3. View all changes made to the company /admin/main_concepts/client_company page A Client Company is a business entity associated with a Subscriber, holding its own Visma subscription. While it operates independently, it can also be managed by an Accounting Office Administrator if there's an agreement in place. This setup allows for both autonomy and external management support for the Client Company's subscription and services. 2025-03-26T16:51:26+02:00 # Client Company A Client Company is a business entity associated with a Subscriber, holding its own Visma subscription. While it operates independently, it can also be managed by an Accounting Office Administrator if there's an agreement in place. This setup allows for both autonomy and external management support for the Client Company's subscription and services. ### View client company details 1. Click the the client company name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Include company in company group 1. Click the the client company name 2. Navigate to the "Company groups" tab 3. Click the "Include in company group" tab 4. Click the "Include in" link to add company to company group 5. Click the "Save client company" to apply changes ### Exclude company from company group 1. Click the the client company name 2. Navigate to the "Company groups" tab 3. Click the "Included in company groups" tab 4. Click the "Exclude from" link to remove company from company group 5. Click "Save client company" to apply changes ### Activate/Deactivate services 1. Click the the client company name 2. Click the "Services" tab. 3. Toggle the activation status of specific services by clicking Activate or Deactivate next to each service ### Grant role 1. Click the the client company name 2. Navigate to the "Service access" tab 3. Choose a user, user group or support user from the list 4. Choose a role or role group 5. Check the "Action" column to see unsaved changes 6. Click "Save actions" to apply changes ### Revoke role 1. Click the the client company name 2. Navigate to the "Service access" tab 3. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles 4. Click "Save actions" to apply changes ### View change log 1. Click the the client company name 2. Navigate to the "Change log" tab 3. View all changes made to the company ### Inform users about role assignment updates for company 1. Click the the client company name 2. Navigate to the "Configuration" tab 3. Tick or untick "Inform users about role assignment updates" /admin/main_concepts/role_group page A Role Group is a collection of roles that can be assigned collectively. This is useful when multiple roles with a shared purpose or level of access need to be assigned together, streamlining the assignment process for users or groups (e.g. a Role group named Employee can include Expense Regular User, Mobile Payslip User and Web Payslip User). 2025-03-26T16:51:26+02:00 # Role Group A Role Group is a collection of roles that can be assigned collectively. This is useful when multiple roles with a shared purpose or level of access need to be assigned together, streamlining the assignment process for users or groups (e.g. a Role group named Employee can include Expense Regular User, Mobile Payslip User and Web Payslip User). ### Create new role group 1. Click the "New role group" link 2. Enter the required details 3. Save ### View role group details 1. Click the role group name 2. Check the displayed details 3. Navigate to other tabs for additional details ### Remove role group 1. Click the role group name 2. Click the "Remove user group" button at the bottom left 3. Approve as prompted ### Include role to role group 1. Click the role group name 2. Navigate to the "Roles" tab. 3. Click the "Include role" tab. 4. Click the "Include" to add role to role group 5. Click the "Save role group" to apply changes ### Exclude role from role group 1. Click the role group name 2. Navigate to the "Roles" tab 4. Click the "Exclude" link to remove role from role group 5. Click the "Save role group" to apply changes ### View change log 1. Click the role group name 2. Navigate to the "Change log" tab 3. View all changes made to the role /admin/service_access section This section guides you through managing user access within the application, focusing on how to view, grant, and revoke user roles. 2025-03-26T16:51:26+02:00 # Service Access This section guides you through managing user access within the application, focusing on how to view, grant, and revoke user roles. /admin/service_access/view page This is a guide to view role assigment 2025-03-26T08:15:03+02:00 # View Service Access This is a guide to view role assigment ### View Service Access 1. To display service access, select a checkbox next to either a user, company or role. It's necessary to choose at least one of these options /admin/service_access/grant page This is a guide to grant role 2025-03-26T08:15:03+02:00 # Grant Role This is a guide to grant role ### Grant Role 1. Check one or more users from the user list 2. Check one or more companies from the company list 3. Check one or more roles from the role list 4. Check the "Action" column to see unsaved changes 5. Click the "Save actions" to apply changes /admin/service_access/revoke page This is a guide to revoke role 2025-03-26T08:15:03+02:00 # Revoke Role This is a guide to revoke role ### Revoke Role 1. To display service access, select a checkbox next to either a user, company, or role. It's necessary to choose at least one of these options 2. Click the toggle button in the "Action" column and switch it from "None" to "Revoke" for the desired roles 3. Click the "Save actions" to apply changes