Customer
A Customer is an entity, like a company or individual, that uses services from Visma. An Administrator within the Customer can manage who has access by assigning roles and granting access to services for users in their organization.
View customer details
- In the customer list, click on the name of the customer
- Check the displayed details
- Navigate to other tabs for additional details
View customer subscriptions
- In the customer list, click on the name of the customer
- Navigate to the “Subscriptions” tab
- Check the services and companies in use
View customer change log
- In the customer list, click on the name of the customer
- Navigate to the “Change log” tab
- View all changes made to the customer
Export customer change log
- In the customer list, click on the name of the customer
- Click the “Change log” tab
- Press the “Export” button
Enable 2 factor authentication for users
- In the customer list, click on the name of the customer
- Navigate to the “Configuration” tab
- Tick “I want to enable two-step verification for my users”
Note: Enabling this option will require all users under the customer to activate two-step verification.
Disable 2 factor authentication for users
- In the customer list, click on the name of the customer
- Navigate to the “Configuration” tab
- Untick “I want to enable two-step verification for my users”
Note: When this option is disabled, users under the customer will no longer be required to use two-step verification.
Allow or prevent users from changing their email address
- In the customer list, click on the name of the customer
- Navigate to the “Configuration” tab
- Tick or untick “I want my users to be able to change their email address”
Note: Users can change their email in My Details only if all associated customers allow it.
View customer ID and tenant ID
- In the customer list, click on the name of the customer
- Navigate to the “Configuration” tab
- Check the needed information
View the parent/ distributor of the customer
- In the customer list, click on the name of the customer
- Navigate to the “Configuration” tab
- Check the needed information
Last modified October 20, 2025