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

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Check the displayed details
  3. Navigate to other tabs for additional details

View customer subscriptions

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Subscriptions” tab
  3. Check the services and companies in use

Note: Messages from Subscription coverage column indicate potential licensing issues, such as an expired license or roles exceeding the maximum allowed.

View customer change log

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Change log” tab
  3. View all changes made to the customer

Note: You can filter by one, none or multiple actions: add client, add company, add company group, add role, add role group, add support user, add user, add user group, grant role, grant role group, remove client, remove company, remove company group, remove role, remove role group, remove support user, remove user, remove user group, revoke role and revoke role group. If no action is selected, all actions will be displayed by default.

Export customer change log

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Click the “Change log” tab
  3. Press the “Export” button

Enable 2 factor authentication for users

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Configuration” tab
  3. 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

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Configuration” tab
  3. 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

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Configuration” tab
  3. 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

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Configuration” tab
  3. Check the needed information

View the parent/ distributor of the customer

  1. In the customer list, hover over the desired customer and click the Edit icon
  2. Navigate to the “Configuration” tab
  3. Check the needed information
Last modified April 6, 2026