Introduction
The purpose of Visma.net Approval is to allow documents created in another Visma service to be approved before further processing. The approval process involves the automated distribution of tasks to approvers who fulfil specific roles.
Getting Started
This Getting Started section is intended for users who are starting to use Visma.net Approval.
Before the approver can start approving tasks, the system administrator needs to do an initial setup. Here you will find workflows that describe how to get started with your program. Choose a topic you want to learn more about. You can navigate by using the menu or the breadcrumbs above the title.
Roles
When you purchase Visma.net, your Visma partner needs to grant you the right access roles. Either your Visma partner or you can then further assign roles to the users of the activated Visma services.
Integrating with other services
Visma.net Approval is used in conjunction with other Visma services. Here you can read more about what you need to do to send documents from another Visma service to Visma.net Approval.
Getting started with tasks
As an approver you can handle tasks in various ways in Visma.net Approval. The way you handle your tasks is dependent on the type of task and the action you want to take.
Glossary
A glossary for important terms in Approval.