Customer access (AR102000)
You can also use the Restriction groups by customer (AR102010) window to manage the visibility of customer accounts to users, but you cannot create restriction groups on this window.
For more information about restriction groups, see: About restriction groups in Visma Net.
The top part
In this area, you can enter the settings of a new restriction group or select an existing group and edit its settings.
| Element | Description |
|---|---|
| Group name | The name of the restriction group. You can type a name of a new group or select an existing group. |
| Description | The description of the restriction group. You can type a description if this field is empty or edit an existing description. |
| Group type | The type of the restriction group. You can select one of the following types: A, A inverse, B, or B inverse. For more information, see: About types of restriction groups. |
| Active | A check box that indicates (if selected) that the restriction group is active. You can clear the check box to make the group inactive, which means that restrictions imposed by the restriction group do not affect the visibility of entities to users. By default, this check box is selected. |
The Users tab
On this tab, you can view the list of users defined in the system and select those to be included in the restriction group.
| Element | Description |
|---|---|
| Login | Read-only. The login of the user. |
| Full name | Read-only. The full name of the user. |
| Comment | Read-only. The additional information that has been specified for the user in the Users (SM201010) window. |
The Customers tab
On this tab, you can view the list of customer accounts defined in the system and select those to be included in the restriction group.
| Element | Description |
|---|---|
| Customer no. | The number of the customer. You can click the customer number to open the Customers (AR303000) window with information about this customer. |
| Status | The status of the customer account, which is either Active or Inactive. |
| Customer name | The name of the customer as it appears on the documents. |