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
Last modified March 26, 2025