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
- Click the “Add support user” link
- Choose users to add as support
- Save
View support user details
- Click the support user name
- Check the displayed details
- Navigate to other tabs for additional details
Remove support user
- Click the support user name
- Click the “Remove support user” button at the bottom left
- Approve as prompted
Include support user in user group
- Click the support user name
- Navigate to the “User groups” tab
- Click the “Include in user groups” tab
- Click the “Include in” link to add user to user group
- Click the “Save user” to confirm
Exclude support user from user group
- Click the support user name
- Navigate to the “User groups” tab
- Click the “Exclude from” link to remove a user from user group
- Click the “Save user” to confirm
Grant role
- Click the support user name
- Click the “Service access” tab
- Choose a company, company group or subscriber from the list
- Choose a role or role group
- Check the “Action” column to see unsaved changes
- Click the “Save actions” to apply changes
Revoke role
- Click the support user name
- Navigate to the “Service access” tab.
- Click the toggle button in the “Action” column and switch it from “None” to “Revoke” for the desired roles.
- Click the “Save actions” to apply changes
View change log
- Click the support user name
- Click the “Change log” tab
- View all changes made to the user’s account
Check connect user id
- Click the support user name
- Navigate to the “Configuration” tab
- Check the Connected User ID displayed there