User security /visma-net-erp/help/access-management/user-security section In the Access management section, you can easily view user accounts that have been created for your company. 2026-02-19T17:09:06+01:00 # User security In the Access management section, you can easily view user accounts that have been created for your company. Additionally, you have the ability to create and manage customised roles, along with the access rights associated with these roles. You are then able to give access rights to users by assigning them one or more roles, based on their job tasks. About role-based access /visma-net-erp/help/access-management/user-security/about-role-based-access page Visma Net employs a role-based system to regulate access to the system. 2026-02-19T17:09:06+01:00 # About role-based access Visma Net employs a role-based system to regulate access to the system. Visma Net employs a role-based system to regulate access to the system. Instead of assigning access rights individually, users are assigned one or more roles, which are predefined sets of access rights. These roles align with their specific job responsibility and determine the levels of access granted to workspaces, windows, records, and record operations. This allows for easy and efficient management of access to system objects, as changing the access rights of a role affects all users assigned to that role. Users without any assigned roles have no access to system resources. ## Efficient user role setup for Visma Net After Visma Net is installed, you give users access to the system objects according to their responsibilities by assigning them roles. This is done in Admin which is Visma's administration panel where you manage your companies and users. Before you start managing user access within your company, be sure to create an administrative user role with full system access. This role will serve as a cornerstone for assigning additional user roles. This way you can avoid the potential risk of inadvertently locking users out of the system. ## Default roles Admin provides predefined roles to simplify role definition and administration. These roles are license roles and define the maximum number of users per company. They are initially managed and assigned in Admin, then automatically transferred to Visma Net. In the roles registry of Visma Net, they are marked as 'Default' and come with preconfigured access rights that cannot be altered or removed. In Admin you can, for instance, assign users the **Financials Administrator** or **Financials User** roles. Visma Net also includes built-in roles that are stored directly in the system. These roles are always provided and cannot be removed. Some of these roles grant users access to special functionality, while others are used by the system and should not be manually assigned to users. The following built-in roles are available in the system: Administrator : This is an internal role used by the system, for instance to run system processes. Anonymous : This role is reserved for system use. DashboardDesigner : The system automatically designates this role as a dashboard owner role for dashboards that were created in previous versions of Visma Net. We recommend that you create specific roles for users who should own particular dashboards. For details, see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). BI : A user with this role can access the **BI Views** —that is, the pre-configured generic inquiries that are exposed through the OData protocol, such as **BI-opportunities**. Customiser : A user with this role can customise Visma Net applications. Field-level audit : A user with this role can view the audit trail directly from an audited window. Guest : Not used. Internal user : A user with this role can change personal settings, and view Help. It is automatically assigned to all user accounts linked with the **Employee** user type. Portal admin : Not used. Portal user : Not used. ReportDesigner : A user with this role can publish reports in Visma Net. Any user can create reports in Report designer, but for publishing reports in Visma Net, the user needs to be granted this role. ## Customized roles In addition to predefined roles, you are able to create new roles using the [User roles (SM201005)](/visma-net-erp/help/access-management/user-security/user-security-windows/user-roles-sm201005/) window, and assign it to as many user accounts as needed. These roles are specific to your company and can be used to remove access granted by the license roles. We recommend that you configure the roles so that a user with a role only has the access rights necessary to perform typical tasks. It is better to give a user multiple roles than to create complicated roles that overlap with existing ones. ### Example Suppose that the Accounting manager role has broader access rights than the Accountant role. Instead of giving the Account manager role the same privileges the Accountant role has, give a user in a managerial position the Accountant role along with the Accounting manager role. ## Managing User access and Roles If you need to change access rights for all users assigned to a role, you change the settings of the role instead of editing each user's permissions. When new users are hired in your organisation, you assign a role to a new user. When existing users change their position in the company, you simply change set of roles according to their new responsibilities. About access rights for roles /visma-net-erp/help/access-management/user-security/about-access-rights-for-roles section In Visma Net, you can control a role's access to system entities, which is the broadest, down to the window element level, which is the most specific. 2026-02-19T17:09:06+01:00 # About access rights for roles In Visma Net, you can control a role's access to system entities, which is the broadest, down to the window element level, which is the most specific. The available levels of access depend on the system entity type. By default, each user role has the access level specified as **Not set** to all workspaces and windows. Initially, this means that all users can view and use all system objects. > [!IMPORTANT] > The **Not set** access level indicates that all roles have access to the workspace until **Revoked** or **Granted** access rights are set to the workspace for at least one role. All roles with the **Not set** level are then denied access to the workspace. ## Roles and access rights Consider an example of some roles a business might set, as shown in the illustration below, with full **Delete** access rights shown in blue and **View Only** access rights shown in purple. ![User roles examples](/media/visma-net-erp/User%20roles%20examples.png) Note that some users have only one role assigned, while other users have multiple roles, in accordance with their responsibilities. A user's access to an entity is defined by the most permissive level of access among the roles assigned to this user. With the roles shown here, User 6 (with both the **Accounting manager** and **Supplier ledger administrator** roles assigned) has full access to budgets from the **Accounting manager** role, rather than view-only access from the **Supplier ledger administrator** role. For more information see [About levels of access rights](/visma-net-erp/help/access-management/user-security/about-levels-of-access-rights/). ## Setting up access rights in Visma Net The following table shows two methods to set up access rights for roles in two different windows in Visma Net: |||| |---|---|---| |**Window used**|[Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/)|[Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/)| |**Type of access managed**|Access rights for a particular role to multiple system objects.|Access rights to a particular system object (a workspace, a window, or a window element) for multiple roles.| |**Appropriate scenario**|When you have created a new role and want to set up access to all necessary windows for it.|When you want to configure access rights workspace by workspace, or window by window.| |**Read more**|[Configure access rights for a selected user role](/visma-net-erp/help/access-management/user-security/configure-access-rights-for-a-selected-user-role/)|[Configure access rights to system objects](/visma-net-erp/help/access-management/user-security/configure-access-rights-to-system-objects/)| ### Access Rights Depending on Object Type The specific levels of access rights to system objects you select for roles depend on the object type (workspace, window, or window element) for which you are specifying access rights. For some objects, you can only permit or deny access, but for others, you can set up partial access (for example, view-only access). ## Ability to track access rights You can track access rights to different objects by using the following windows: + [Access rights by window (SM65170S)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/) Gives you the ability to build a report to view access rights by each system object (a workspace, and a window). + [Access rights by role (SM65150S)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-role-sm65150s/) Gives you the ability to view access rights by each user role.

Related pages

Windows

 About levels of access rights /visma-net-erp/help/access-management/user-security/about-levels-of-access-rights page With Visma Net, you can control access to system objects at broad and granular levels, down to the control of window elements, such as buttons, text boxes, and check boxes. 2026-02-19T17:09:06+01:00 # About levels of access rights With Visma Net, you can control access to system objects at broad and granular levels, down to the control of window elements, such as buttons, text boxes, and check boxes. With Visma Net, you can control access to system objects at broad and granular levels, down to the control of window elements, such as buttons, text boxes, and check boxes. Users are assigned to roles, and you give these roles the appropriate levels of access rights (or access levels) to workspaces, windows, and window elements. You have to be very careful when you assign multiple roles to a user account because these roles may have different levels of access rights to system objects. ## Access rights tier structure When configuring user roles, there are three levels of access rights to consider:
Level Description
Workspace level Access at an overall level, such as an entire workspace. Access on this level will also impact windows and entities.
Window-level Access based on windows. For instance, access to a specific window, but not to the window settings. You can configure whether a role can view or edit the window information.
Entity level Access based on functionality. For example, the ability to access and edit sales invoices, while excluding changes to currency.
## Access rights at the workspace levels The following table summarises the levels of access rights that roles can have to the **workspaces** of Visma Net.
Level Description
Not set Allows all roles to have access to the workspace until Revoked or Granted access level is set to the workspace for at least one role. After that, a role with this level is denied access to the workspace.
Revoked

Denies the role access to the workspace and its windows. Users with this role will not be able to see the workspace or its contents.

However, users with this access level may still have access to the functionality of the windows within the workspace. They can only access these windows from other windows with commands to open them, and they cannot view the windows on the navigation pane.
Granted

Allows the role access to the workspace.

You can, however, limit or revoke access to particular windows within the workspace. Only a user with a role with an access level to a window higher than Revoked can access it by clicking the workspace on the main menu and then clicking the window on the navigation pane.
View only

Allows the role access to the workspace.

You can, however, limit or revoke access to particular windows within the workspace. Only a user with a role with an access level to a window higher than Revoked can access it by clicking the workspace on the main menu and then clicking the window on the navigation pane.
You can set up access rights to individual windows in the **Hidden** node (which cannot be accessed from the main menu) on the site map, but not to the node itself. ### Effects of changing access levels from Not set If you change a role's access level to a workspace from **Not set** to **Granted** or **Revoked**, and apply this access level to all nested objects, the role's access rights to workspaces and windows with the **Not set** access level are changed as follows:
If you set the access level for the workspace to Then
Granted

the access level to the workspaces is changed to Granted,

and the access level to windows are changed to Delete(which allows full access to the window and its functionality).
Revoked the access levels to the windows are changed to Revoked.
Access configuration works similarly for a workspace with the **Not set** access level and the windows within it. The capability to set up an access level to a workspace and to all objects within it at once is helpful if the role's access level to most objects within the workspace is **Delete** or **Revoked**. ### Resetting a role’s access level You can reset a role's access level to a workspace to **Not set** any time you want. While resetting access levels, you have the option to update the access level to **Not set** either for all the workspaces and windows or for only the selected workspace. Similar options are available when you set access level for a workspace to **Not set**. For a procedure that describes how to reset access rights, see: [Reset access rights to a suite or a module](/visma-net-erp/help/access-management/user-security/reset-access-rights-to-a-suite-or-a-module/). ## Access rights at the window level Within each workspace, you can set the access rights that roles have to Visma Net windows, which affects what users with those roles can access. By default, a new role has the **Not set** access level. ### Inherited access If you change access rights for a user role to a window or a window element, your changes affect only this window or window element. The level of access rights to the window is inherited by the entities and records that can be created by using the window. To make the window available in the navigation pane to a user with this role, set the access level for the window to the **View only** level or more permissive and set the access level for the workspace where the window is located to **Granted**. You can set any of the following levels of access rights to **windows**.
Level Description
Not set

When assigned to all roles, allows all roles to have access to the window until access rights are set to any other level for at least one role.

After at least one role has been assigned another level of access rights, access to the window is denied for a role with this access level.
Revoked Denies the role access to the window and its functionality.
View only

Gives the role restricted access to the window and its functionality.

This level allows users with the role to view the window and any records associated with the window (in drop-down lists on other windows).

This level forbids users with the role to edit details about any record, create new records or entities of the type, and delete records.
Edit

Gives the role restricted access to the window and its functionality.

This level allows users with the role to view the window, select records, and edit details about any record. This level forbids users with the role to create new records or entities of the type, and to delete records.

The Clipboard button is available on the window toolbar for users with the role.
Insert

Gives the role restricted access to the window and its functionality.

This level allows users with the role to view the window, select records, edit details about any record, and create new records or entities of the type.

This level forbids users with the role to delete records.

The Clipboard and Insert buttons are available on the window toolbar for users with the role.
Delete

Gives the role complete access to the window and its functionality.

This level encompasses the capabilities of the View only, Edit, and Insert levels, while also giving users with the role the ability to delete records.

For users with the role, the Clipboard, Insert, and Delete buttons are available on the window toolbar.
## Access rights to containers of window elements Each window includes containers of elements, such as nested windows, tabs, and grids. Each container includes multiple elements and actions. You can restrict access to any of these containers in the window. ### Inherited access The level of access rights a role has to the container is inherited by the entities and records created by using the container, if applicable. For instance, if you permit access for a user role to a grid, a user with this role can access all records in this grid. By default, containers inherit access level from the window to which they belong. You can set any of the following levels of access rights to the **containers**.
Level Description
Inherited Indicates that the role’s access to the container is inherited from its access level to the window.
Revoked Denies the role access to the container and hides it from the window for users with the role. These users will not see the container in the window.
View only

Gives the role restricted access to the container and its functionality. This level allows users with the role to view the container and any records associated with the container (in drop-down lists on other windows), if applicable.

The level forbids users with the role to edit details about any record, create new records or entities of the type, and delete records, if applicable.
Edit

Gives users with the role restricted access to the container and its functionality. This level allows users with the role to view the container, select records, and edit details about any record, if applicable.

The level forbids users with the role to create new records or entities of the type, and delete records, if applicable.
Insert

Gives the role restricted access to the container and its functionality. This level allows users with the role to view the container, select records, edit details about any record, and create new records or entities of the type, if applicable.

This level forbids users with the role to delete records, if applicable.
Delete Gives the role complete access to the container and its functionality. This level encompasses the capabilities of the View only, Edit, and Insert levels, while also giving users with the role the ability to delete records, if applicable.
## Access rights to window elements By default, a role's access rights to the window elements and actions are inherited from the role's access level to the container of window elements. This includes the elements and actions to which they belong. Therefore, it is recommended to set the role's access level to the container of window elements before setting an access level to an individual element or action. Once this is done, you can then set access rights to the window elements and actions. You can set up the following levels of access rights to **window elements**.
Level Description
Inherited Indicates that the role’s access level to the element is inherited from its access level to the container of window elements.
Revoked Denies the role access to the element and hides the element. A user with the role will not see the element in the window.
View only Makes the element read-only for users with the role. A user with the role will see the element in the window but will not be able to use it.
Edit Allows the use of the element for users with the role.
If a particular window toolbar contains window-specific buttons, you can deny access for the role to these buttons, by setting **Revoked** for the buttons. You can revoke access to some of the elements to hide their contents from users with **View only** access level. Configuring a role's access rights at the window control level requires in-depth knowledge of Visma Net functionality.

Related pages

Concepts

 Access rights level for user accounts with multiple roles /visma-net-erp/help/access-management/user-security/access-rights-level-for-user-accounts-with-multiple-roles page The level of access rights a user account has to a system object is defined by the user roles assigned to the user. 2026-02-19T17:09:06+01:00 # Access rights level for user accounts with multiple roles The level of access rights a user account has to a system object is defined by the user roles assigned to the user. ## General rule in Visma Net If a user has multiple roles assigned and the roles have different access levels to the system object, Visma Net applies the most permissive access level among the roles. The following table illustrates this with an example. |When|And|Then| |---|---|---| |A user is assigned both the **Employee** and **Sales manager** roles|The **Employee** role has the **Revoked** access level to the Inventory module, and the **Sales manager** role has the **Granted** access level to this module|the user has the **Granted** access level to the Inventory module, that is, the most permissive level.| ## Roles with inherited and defined granular levels The method of calculating access rights differs from the general rule described in the previous paragraph for a user who has been assigned multiple roles. This happens when some or all of these roles have the **Inherited** access level, which is applied to window element containers and window elements by default. For this user, the following two rules are used to calculate access rights to a window element container or window element: ### RULE 1 |IF|THEN| |---|---| |all roles have the **Inherited** access level to the particular window element container or window elements|the resulting access level is the most permissive access level of the system object at the next highest access level.| In practice, this means that a window element container will have the same access level as the window that is closest in the access hierarchy. Similarly, a window element will have the access level of the nearest element container up in the hierarchy. See example 1 below. ### RULE 2 |IF|THEN| |---|---| |you have explicitly specified an access level to the particular window element container or window element for at least one role. Let’s say you have chosen the “View only” access level to a Release button, while the other roles have the **Inherited** access level to it.|this gives you the access right that is the most permissive access level among those roles with explicitly defined access levels, that is the "View only" level. See example 3 below.| In these cases the system ignores the roles with the Inherited level of access rights, which is something to consider when making changes at the detail level. This algorithm is used to optimise the speed of loading the window. ## Access level examples: Scenarios with multiple roles The following are additional examples that illustrate the system behaviour described in this section. ### Example 1 Suppose that a user is assigned the **Employee** and the **Accountant** user roles. The **Employee** role has the **Revoked** access level to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window, and the **Accountant** role has the **Edit** access level to this window. The default access level both roles have to the window elements is **Inherited**. The user with these roles, then, has the **Edit** access level to the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window and its elements. ### Example 2 Suppose that a user is assigned the **Employee** and **Accountant** user roles. Both roles have the **Insert** access level to the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window. You have decided to forbid users with the **Accountant** role to release invoices. For the **Accountant** role, you specify the **Revoked** access level for the **Release** button in this window. The **Employee** role has the **Inherited** access level to the **Release** button. With the settings you have specified, the user has the **Revoked** access level to the **Release** button. ### Example 3 Suppose that a user is assigned the **Employee**, **Warehouse Worker**, and **Sales assistant** user roles. All these roles have the **Insert** access level to the [Receipts (IN301000)](/visma-net-erp/help/inventory/inventory-windows/receipts-in301000/) window. The **Employee** role has the **Inherited** access level to the **Release** button on this window, the **Warehouse worker** role has the **Revoked** access level to this button, and the **Sales assistant** role has the **View only** access level to this button. As a result, the user has the **View only** access level (the most permissive level of the two explicitly defined levels) to this button.

Related pages

Concepts

 Configure access rights for a selected user role /visma-net-erp/help/access-management/user-security/configure-access-rights-for-a-selected-user-role section You use the Access rights by role (SM201025) window to set up access rights to multiple system objects (such as workspaces, windows, and window elements) for a customized role in Visma Net. 2026-02-19T17:09:06+01:00 # Configure access rights for a selected user role You use the Access rights by role (SM201025) window to set up access rights to multiple system objects (such as workspaces, windows, and window elements) for a customized role in Visma Net. For more information: [Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/). You use the [Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/) window to set up access rights to multiple system objects (such as workspaces, windows, and window elements) for a customized role in Visma Net. The following procedure describes the steps to set up access rights for a single user role, that you have customized in Visma Net. Predefined roles are managed from Admin. 1. Go to the [Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/) window. 1. Select a user role in the **Role name** field. 1. In the System tree, click the system object to which you need to set up access rights as follows: + Click the **Company name** node. + Click the name of a necessary workspace. + **For a window**: Expand the node of a necessary workspace to the window level, and click the name of the workspace. + **For a window element**: Expand the node of the necessary workspace to the window element level, and click one of the following: + The window name, if you are setting up access rights to a container of window elements (that is, a sub-form, a tab, or a grid). + The name of the container of window elements, if you are setting up access rights for a window element (that is, a text field or an action). 1. In the right pane, for the row with the required system object, select the level of access rights from the drop-down list. For details, see: [About levels of access rights](/visma-net-erp/help/access-management/user-security/about-levels-of-access-rights/). 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat steps 2–5 for each system object to which you need to set up access rights for the selected role.

Related pages

Concepts

Windows

 Configure access rights to system objects /visma-net-erp/help/access-management/user-security/configure-access-rights-to-system-objects section You use the Access rights by window (SM201020) to set up access rights to system objects, such as workspaces, windows, and form elements, for multiple user roles in Visma Net. 2026-02-19T17:09:06+01:00 # Configure access rights to system objects You use the Access rights by window (SM201020) to set up access rights to system objects, such as workspaces, windows, and form elements, for multiple user roles in Visma Net. For more information: [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/). You use the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/) to set up access rights to system objects, such as workspaces, windows, and form elements, for multiple user roles in Visma Net. The following procedure describes the steps to set up access rights to system objects for multiple user roles that you have customized in Visma Net. Predefined roles are managed from Admin. 1. Go to the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/) window. 1. In the System tree, expand nodes to the necessary level and click the name of the system object to which you want to set up access rights. **For example**: For a window, you expand the module node to workspace level and then the window level, and click the name of the necessary window. 1. In the right pane, select a required access rights level for all necessary user roles. For details, see: [About levels of access rights](/visma-net-erp/help/access-management/user-security/about-levels-of-access-rights/). 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat steps 1–3 for each system object for which you want to configure access rights.

Related pages

Concepts

Windows

 Configure access rights for Excel export /visma-net-erp/help/access-management/user-security/configure-access-rights-for-excel-export section You can configure access rights to the Export to Excel action of only those generic inquiries that are directly added to the sitemap or that replace entry windows. 2026-02-19T17:09:06+01:00 # Configure access rights for Excel export You can configure access rights to the Export to Excel action of only those generic inquiries that are directly added to the sitemap or that replace entry windows. You can configure access rights to the **Export to Excel** action of only those generic inquiries that are directly added to the sitemap or that replace entry windows. Depending on how a generic inquiry has been added to the sitemap, you should follow one of the set of instructions below. ## Generic inquiry added as a separate screen 1. Go to the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/) window. 1. In the System tree, expand nodes to the necessary level to find the generic inquiry to which you want to set up access rights. 1. Expand the generic inquiry. 1. Expand the **Generic inquiry result** container. 1. Click the **Export** action. 1. In the right pane, select a required access rights level for all necessary user roles. For details, see: [About levels of access rights](/visma-net-erp/help/access-management/user-security/about-levels-of-access-rights/). 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). ## Generic inquiry configured to replace an entry screen 1. Go to the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s/) window. 1. In the System tree, expand nodes to the necessary level to find the entry form that is replaced with the generic inquiry to which you want to set up access rights. 1. Expand the entry form. 1. Expand the container of the entry form. 1. Click the **Export** action. 1. In the right pane, select a required access rights level for all necessary user roles. For details, see: [About levels of access rights](/visma-net-erp/help/access-management/user-security/about-levels-of-access-rights/). 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). Reset access rights to a suite or a module /visma-net-erp/help/access-management/user-security/reset-access-rights-to-a-suite-or-a-module section This procedure describes how you reset access rights to a module in Visma Net. 2026-02-19T17:09:06+01:00 # Reset access rights to a suite or a module This procedure describes how you reset access rights to a module in Visma Net. 1. Go to the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/) window. 1. In the System tree, select a name of the module. 1. In the right pane, select the **Not set** access level for each role to which you need to reset access rights. 1. In the right pane, select the **Applies to children** check box for each role to which you need to reset access rights. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). 1. Repeat steps 2–5 for all workspaces to which you want to reset access rights. User security windows /visma-net-erp/help/access-management/user-security/user-security-windows section On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. 2026-02-19T17:09:06+01:00 # User security windows On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen. Each item contains a workspace with tiles and categories. Access history (SM201045) /visma-net-erp/help/access-management/user-security/user-security-windows/access-history-sm201045 page In this window, you can view the log of activities that users have taken in the system, such as signing in, signing out, accessing specific forms, and publishing customisations. 2026-02-19T17:09:06+01:00 # Access history (SM201045) In this window, you can view the log of activities that users have taken in the system, such as signing in, signing out, accessing specific forms, and publishing customisations. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part In this area, you can select a particular user, operation, and date range to view the system log for this user in this date range.
Element Description
Username

The username of the person for whom you want to view the system log.

Leave this field blank to view data for all system users.
From

The date and time that starts the range for which you want to view data.

Leave this field blank if you do not want to limit the starting date and time of data.
To

The date and time that ends the range for which you want to view data.

Leave this field blank if you don’t want to limit the ending date and time of data.
Operation

The operation for which you want to view data.

The following operations are available:

Login
The user signed in to the system.
Logout
The user signed out of the system.
Session expired
The user session expired.
Login failed
The user tried to access the system but failed to sign in.
Access screen
The user accessed a window. The ID and title of the window are displayed in the Screen ID and Title columns, respectively. The event is logged only once for each window during a user session (when the user first opens the window).
Email sent
The user successfully sent an email.
Error sending email
The user’s attempt to send an email resulted in an error.
Customisation published
The user published a customization on a window. The ID and title of the window are displayed in the Window ID and Title columns, respectively. For more information, see the Visma Net Customisation guide.
License exceeded
The number of concurrent users exceeded the license limit. The login of the user who is forcibly signed out is displayed in the Username column.
## The table This table contains the log of user activities that meet the criteria specified in the top part.
Column Description
Date The date and time of the activity.
User name The name of the user who performed the activity.
Operation The operation performed by the user. (See the list of operations in the previous section.)
IP address The IP address from which the user signed in to the system.
Window ID The screen ID of the window that was accessed by the user.
Title The name of the window that was accessed by the user.
Comment The automatically generated comment.
Access rights by role (SM201025) /visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025 page In this window, you can fine-tune the access rights each role has to system workspaces, windows, and even specific window elements. 2026-02-19T17:09:06+01:00 # Access rights by role (SM201025) In this window, you can fine-tune the access rights each role has to system workspaces, windows, and even specific window elements. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can fine-tune the access rights each role has to system workspaces, windows, and even specific window elements. Also, you can create a role directly on this window and configure its access to system entities. You use this window when you want to give a particular user role access rights to multiple Visma Net system objects. For example: You might use this window to give the custom user role **Chief accountant** access to all windows of the General ledger, Cash management, and Supplier ledger workspaces. You can also set multiple roles' access rights to modules, workspaces, windows, and window elements in the [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/) window. ## What to do from this window + [Configure access rights for a selected user role](/visma-net-erp/help/access-management/user-security/configure-access-rights-for-a-selected-user-role/) ## The window toolbar
Button Description
Copy role

Copies the set of access rights of the selected role to the new role.

To create and populate a new role, type the new role name in the New role name field in the New role dialog box, which appears when you click this button, and click Copy.
### The New role dialog box This dialog box opens when you click the **Copy role** button. By using this dialog box, you can copy the current role's set of access rights to a new role.
Element Description
New role name The name of the new role to which access rights will be copied.
Copy (button) Creates a new role and copies the access rights of the current role to the new role.
## The top part You use this area to specify the name and description of a new role or to select an existing role.
Element Description
Role name The role name. Select a name from the list of roles or, if you’re adding a new role, type the role name.
Role description The description of the role.
## The left pane In this pane, system workspaces are represented as first-level nodes. The top node represents the home page dashboard. Click the node icon to the left of any module to expand it and view the workspaces within it. Click the node icon to the left of any workspace to expand the node and view the hierarchical structure of the workspace. Some workspaces have a single-level list of windows, while other workspaces have more levels, which correspond to the organisation of these windows on the user interface. Click the node icon to the left of any window to expand the node and view the list of window elements, such as tabs and grids. The **Hidden** node contains system objects, such as windows and reports, that are not displayed in the site map but can be accessed through other windows. When you click any node, the right pane displays the list of its objects with the level of access rights the role has to each object. You can restrict access to these objects as well. ## The right pane In this pane, you can view and edit the access rights of the selected role for the objects of the selected node. To change a level of access rights, in the row with the appropriate object, select the needed option in the **Access rights** column.
Column Description
Description The name of the object.
Access rights

The access rights of the selected role for the object.

For more information, see: About levels of access rights.
Applies to children A check box that indicates (if selected) that the access rights level to a system object specified for the selected role is the same for all nested objects (children) within the object. You can change the access rights level for any nested object manually. The system clears this check box automatically when the access rights levels of the system object and its children become different.

Related pages

Concepts

 Access rights by window (SM201020) /visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020 page In this window, you can view and modify the access rights of roles to system modules, workspaces, windows, and window elements. 2026-02-19T17:09:06+01:00 # Access rights by window (SM201020) In this window, you can view and modify the access rights of roles to system modules, workspaces, windows, and window elements. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In this window, you can view and modify the access rights of roles to system modules, workspaces, windows, and window elements. You use this window to assign access rights for multiple user roles to a particular workspace, Visma Net window, or window element. For example: You might use this window to provide access to the Configuration workspace for the **Administrator** role and to prohibit access for all other roles. You can also use the [Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/) window to select a particular role and set its access to modules, workspaces, windows, and window elements. ## What to do from this window + [Configure access rights to system objects](/visma-net-erp/help/access-management/user-security/configure-access-rights-to-system-objects/) + [Reset access rights to a suite or a module](/visma-net-erp/help/access-management/user-security/reset-access-rights-to-a-suite-or-a-module/) ## The left pane In this pane, system modules are represented as first-level nodes. The top node represents the home page dashboard. You can click the node icon to the left of any module to expand it and view the workspaces within it. Also, you can click the node icon to the left of any workspace to expand the node and view the hierarchical structure of the workspace. Some workspaces have a one-level list of windows, while other workspaces have more levels, which correspond to the organisation of these windows on the user interface. You can click the node icon to the left of any window to expand the node and view the list of window elements, such as tabs, grids, fields, and actions. The **Hidden** node contains system objects, such as windows and reports, that are not displayed in the site map but can be accessed through other windows. When you click any node, the right pane display roles defined in the system and the details for each, including its level of access rights. ## The right pane In this pane, you can view and edit the access rights of the roles for the selected node. To change a level of access rights, in the row with the appropriate role, select the needed option in the **Access rights** column.
Element Description
Role The name of the role.
Guest role

A check box that, if selected, indicates that the role is marked as a guest role.

For details, see: About role-based access.
Description A description of the role.
Access rights

The access rights of the role for the selected object.

For more information, see: About levels of access rights.
Applies to children A check box that indicates (if selected) that the access rights level for the role specified to the selected system object is the same for all nested objects (children) within the object. You can change the access rights level for any nested object manually. The system clears this check box automatically when the access rights levels of the system object and its children become different.

Related pages

Concepts

 User roles (SM201005) /visma-net-erp/help/access-management/user-security/user-security-windows/user-roles-sm201005 page A role is a set of access rights to specific modules or other system entities. 2026-02-19T17:09:06+01:00 # User roles (SM201005) A role is a set of access rights to specific modules or other system entities. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. A **role** is a set of access rights to specific modules or other system entities. Some users are assigned only one role, while others are assigned multiple roles in accordance with different sets of employee responsibilities. For more information about roles, see: [About role-based access](/visma-net-erp/help/access-management/user-security/about-role-based-access/). Make sure you create an administrative role with full access to the system before you start managing user access within your company. This way, you ensure a smooth process for everyone and minimise the risk of accidentally locking users out of the system. ## The top part This area contains the summary elements of the role you are creating or viewing.
Element Description
Role name The unique identifier of the role. Type the name of the new role, or select a role from the list of available roles.
Role description A detailed description of the role.
## The Membership tab On this tab, you can view the list of users to whom the role selected in the top part is assigned. For a customised role you have created in Visma Net you can update the users in the list.
Column Description
Username The login name of the user to whom this role is assigned.
Display name The combination of the First name and Last name in the Users (SM201010) window of the user selected in the User name column.
Comment Any comment that was provided for the selected user in the Users (SM201010) window.
User types (EP202500) /visma-net-erp/help/access-management/user-security/user-security-windows/user-types-ep202500 page You use this window to define user types, which are used to provide default settings for creating new users. 2026-02-19T17:09:06+01:00 # User types (EP202500) You use this window to define user types, which are used to provide default settings for creating new users. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. You use this window to define user types, which are used to provide default settings for creating new users. The window is also used to define the set of roles that are available for a user of the given type and the default roles to be assigned when a user of this type is created. You can add new user types, view existing user types and modify their settings, and delete unused types from the system. ## The top part In this area, you can enter the settings for a new user type, or select an existing type to view or modify its settings.
Element Description
User type The unique identifier of the user type. Enter the ID of the new type, or select a user type from the list.
Linked entity

The entity associated with this user type. The following options are available:

Contact
You can assign this user type to external users, such as partners or contacts of customer or supplier organisations.
Employee
You can assign this user type to employees of your company and possibly to consultants that you consider part of your company.
Description A description of the user type.
## The Allowed roles tab You use this tab to view and update the list of roles that can be assigned to users of this type.
Button Description
Apply to users Applies the default roles to all users of the selected user type. You can click this button if you have added a default role to the list of allowed roles and want to assign this role all users of the selected user type. If you instead want to assign a role for a particular user, you can use the Users (SM201010) window.
Column Description
Default A check box that you select to assign the role to a user of this type by default. The role or roles with this check box selected will be assigned to any new user of the type. (If you change value of this field after creating users of the selected type, their user role assignment will remain unchanged.)
Role name The role that can be assigned to the user of the type.
Role description Read-only. The detailed description of the role.
## The Users tab You use this tab to view the list of users that are assigned to the selected user type. You can add users in this list by using the [Users (SM201010)](/visma-net-erp/help/access-management/user-security/user-security-windows/users-sm201010/) window. ## The Login creation rules On this tab, you specify the default rules that apply when a new user of this type is added.
Element Description
Use email as login

A check box that you select to use the email address of a contact as the username of the contact for new users of this type.

This policy applies only when you add a user account to a contact account by using the Contacts (CR302000) window.
Reset password on first login A check box that you select to require new users of this type to change their password at the first login.
Require login activation A check box that you select to require activation of a new user account. If you select this check box, new users of this type will receive an email with information on how to enable their user account.
Users (SM201010) /visma-net-erp/help/access-management/user-security/user-security-windows/users-sm201010 page This window presents all user information imported from Admin including all existing users who have been granted access and their corresponding predefined roles set in Admin. 2026-02-19T17:09:06+01:00 # Users (SM201010) This window presents all user information imported from Admin including all existing users who have been granted access and their corresponding predefined roles set in Admin. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Additionally, you can assign custom roles from Visma Net. Please note that all user management, including user creation and updates to email addresses and passwords, is performed exclusively within Admin. ## The window toolbar
Button Description
Membership

Opens the Restriction groups by user window, where you can view or configure the user’s membership in groups.

This button appears only when you are viewing an existing user.
## The top part You use this area to see user information that has been collected from Admin.
Element Description
Login

Required.

The unique login name to authorise this user to log in to the system. Select a user name to view information about the user.
Guest account A read-only check box that indicates (if selected) that the account is associated with a contact-related user type. For a new user, the system selects or clears this check box automatically when you select the user type. Not used.
User type

The user type of this user, which defines the set of roles available to the user, the default roles assigned to the user, and the user types for which the user can create, manage, and add users. If you are creating a user account for a contact, you must select a contact-related user type for the user or add a new user type.

To add a new user type, click Edit to the right of the field to open the User types (EP202500) window in a pop-up window and add the type.

This field is not available when you select a domain user.
Linked entity

An employee or contact account that is associated with the user.

If the user you are creating is already defined in the system as an employee or contact account, you can select the appropriate employee or contact name in this field. This will cause relevant elements to be filled in.

The user type you have selected determines whether this field can be left blank and what type of account you can select.

If you have selected an employee-related user type in the User type field or left it blank, you can select an employee account or leave the Linked entity field blank.

If you have selected a contact-related user type in the User type field, you must select a contact account here or add a new contact. To add a new contact account, click Edit to the right of the field to open the Contacts (CR302000) window in a pop-up window and add the contact account. When you save the added contact account, it will automatically be inserted in this field.
First name The first name of the user.
Last name The last name of the user.
Email The email address of the user, which is used to send information to the user, such as a link to password reset.
Comment Any additional user-related information that you want to add to the record.
## The Roles tab You can add and remove any customised role that was created in Visma Net and assigned to the selected user. Roles that have been transferred from Admin are labelled as "Default" and are read-only, with their management handled entirely in Admin.
Column Description
Selected A check box that you select to assign this role to the selected user.
Role name Read-only. The name that identifies the role. Roles that have been transferred from Admin are labelled as “Default”.
Role description Read-only. The description of the role.
## The Statistics tab On this tab, you can see the account usage information.
Element Description
Account creation date Read-only. The date and time when the account was created.
Last login date

Read-only.

The date and time of the last login.
Last lockout date Read-only. The most recent date when the account was temporarily locked out.
Last password change date Read-only. Not in use. The date and time of the most recent password change.
Number of unsuccessful attempts to enter password Read-only. Not in use. The number of unsuccessful attempts the user made to sign into the account. It is reset according to a value of the Reset lockout counter after x minutes field in the Security preferences (SM201060) window.
Number of unsuccessful attempts to enter recovery answer Read-only. Not in use. The number of unsuccessful attempts the user made to enter the user recovery response.
## The IP filter tab This tab is not in use. ## Personal settings tab On this tab, you can specify a variety of default settings to be used in Visma Net for the selected user. For example, you can select one of the available certificates as the user's personal certificate for signing portable document format (PDF) files. Users can change these settings themselves in the User settings (SM203010) window.
PDF signing certificate The certificate that the system will use for signing PDF files this user generates in Visma Net.
Time zone The user’s time zone, which will be used to display the timestamps for documents. If a time zone is specified for the user, these timestamps will be converted to the user’s specified time zone. If no time zone is specified, documents will be time-stamped using the time settings on the server computer.
Default branch The branch to which the selected user will be signed in by default if the user has access to multiple branches.
Home page The dashboard to be displayed for the user on the home page of Visma Net instance.

Related pages

Concepts

Tasks

Windows

 User security reports /visma-net-erp/help/access-management/user-security/user-security-reports section The reports provide information that can be useful for employees who manage users, roles, and access rights to the system objects. 2026-02-19T17:09:06+01:00 # User security reports The reports provide information that can be useful for employees who manage users, roles, and access rights to the system objects. The reports provide information that can be useful for employees who manage users, roles, and access rights to the system objects. You can use these reports, for example, for analysing, optimising, and restructuring user accounts, user roles, and access rights. The reports can be generated in multiple formats, including PDF and HTML. Also, you can print the report you generated or send the report by email. ## User security reports There are the following reports, which contain information about users, roles, and access rights: + [Access rights by window (SM201020)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-window-sm201020/): Lists all system forms with the user roles for which access rights to the form have been set up explicitly at the window or module level. For each role, its level of access rights to the form is displayed. + [Access rights by role (SM201025)](/visma-net-erp/help/access-management/user-security/user-security-windows/access-rights-by-role-sm201025/): Lists the roles available in the system and their access rights to system forms. Only those forms for which access rights were set up explicitly at the form, module, or workspace level are displayed in the report. + [Role list (SM65100S)](/visma-net-erp/help/access-management/user-security/user-security-reports/role-list-sm65100s/): Lists the roles available in the system and shows the list of user accounts assigned to each role. + [User list (SM65050S)](/visma-net-erp/to-be-deleted/online-help/shared-files/sm650500-ref/): Displays the existing user accounts and the properties of the accounts in summary or detailed format. Access rights by role (SM65150S) /visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-role-sm65150s section This report lists the roles available in the system and their access rights to system windows. 2026-02-19T17:09:06+01:00 # Access rights by role (SM65150S) This report lists the roles available in the system and their access rights to system windows. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Only those windows for which access rights were set up explicitly at the window or workspace level are displayed in the report. The report has no report-specific elements. ## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Access rights by window (SM65170S) /visma-net-erp/help/access-management/user-security/user-security-reports/access-rights-by-window-sm65170s section This report lists all system windows with the user roles for which access rights to the window have been set up explicitly at the window or workspace level. 2026-02-19T17:09:06+01:00 # Access rights by window (SM65170S) This report lists all system windows with the user roles for which access rights to the window have been set up explicitly at the window or workspace level. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. Each role's level of access rights to the window is displayed. The report has no report-specific elements. ## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} Audit inquiry (SM20503S) /visma-net-erp/help/access-management/user-security/user-security-reports/audit-inquiry-sm20503s page 2026-02-19T17:09:06+01:00 # Audit inquiry (SM20503S) This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. ## The top part
Element Description
User name The name of the user who has created the log. If you do not select any users, the logs of all users will be displayed.
Log date The beginning of the log date range of the logs to be displayed.
To The end of the log date range of the logs to be displayed.
Posted date The beginning of the posting date range of the logs to be displayed.
To The end of the posting date range of the logs to be displayed.
Account ID Logs related to the account selected here will be displayed.
Module The origin of the logs.
Transaction type The type of the transactions to be displayed.
Show only financial years When this is selected, only logs related to financial years will be displayed.
Show only financial periods When this is selected, only logs related to financial periods will be displayed.
Show only SIE imports When this is selected, only logs related to SIE imports will be displayed.
## The table
Column Description
Log date The date when the logged activity was performed.
User name The name of the user who has created the log.
Activity The logged activity.
Ref. no. The reference number connected with the logged transaction.
Batch no. The batch number connected with the logged transaction.
Module The origin of the logs.
Doc. source The source of the document: SIEImport,Importscenario.
Account The account connected with the transaction in the log.
Amount The amount of the transaction in the log.
Role list (SM65100S) /visma-net-erp/help/access-management/user-security/user-security-reports/role-list-sm65100s section This report lists the roles available in the system and shows the user accounts assigned to each role. 2026-02-19T17:09:06+01:00 # Role list (SM65100S) This report lists the roles available in the system and shows the user accounts assigned to each role. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The report can be created in summary or detailed format. See below for a description of each parameter on the **Report parameters** tab. ## Report parameters On the **Report parameters** tab, use the following parameters to select the information to be displayed on the report:
Element Description
Format

The format of the report. Select one of the following options:

Detailed
Displays the list of roles with the description of each role and the total number of users with the role assigned. For each role, lists the users with the role assigned and the basic information, including email address, for each user.
Summary
Displays the list of roles with the description of each role and the total number of users who have the role assigned.
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} User list (SM65050S) /visma-net-erp/help/access-management/user-security/user-security-reports/user-list-sm65050s section This report displays the existing user accounts and their key properties. 2026-02-19T17:09:06+01:00 # User list (SM65050S) This report displays the existing user accounts and their key properties. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. The report can be created in a summary or detailed format. See below for a description of each parameter on the **Report parameters** tab. ## Report parameters On the **Report parameters** tab, use the following parameters to select the information to be displayed on the report:
Element Description
Format

The format of the report. Select one of the following options:

Detailed
Displays the complete list of user accounts with key account properties (such as first and last name and password security options). For each account, the report lists the roles assigned to the account.
Summary
Displays the complete list of user accounts with key account properties (such as first and last name and password security options).
## The report settings and options Before running a report, you set a variety of parameters in the report window. You can select a template or manually make selections that affect the information to be collected. Also, you can specify appropriate settings to print or email the report generated. ### The report window toolbar The following table lists the buttons of the report window toolbar when you are configuring a report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates to and from the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh](/media/visma-net-erp/icon-refresh.png) **Cancel**{{< /vismanet-cell >}} {{< vismanet-cell >}}Clears any changes you have made and restores default settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Run report{{< /vismanet-cell >}} {{< vismanet-cell >}}Initiates data collection for the report and displays the generated report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Save template{{< /vismanet-cell >}} {{< vismanet-cell >}}Saves the currently selected report as a template with all the selected settings.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Remove template{{< /vismanet-cell >}} {{< vismanet-cell >}}Removes the previously saved template. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule template{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Select schedule name** dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit report{{< /vismanet-cell >}} {{< vismanet-cell >}} Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. > [!NOTE] > However, if you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, you will be navigated to the [Report definitions (CS206000)](/visma-net-erp/help/general-ledger/general-ledger-windows/report-definitions-cs206000/) window to make your changes there. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export report design{{< /vismanet-cell >}} {{< vismanet-cell >}} Makes a copy of the report that you can import (for example, for another company) by using the ![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) button on the **Report versions** tab. Then you select that the copy of the report is not going to be the default version which is used when you click the **Run report** button. This button is only available for users assigned with the Report designer user role. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Select schedule name dialog box {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Schedule{{< /vismanet-cell >}} {{< vismanet-cell >}} The schedule for report processing. Select an existing schedule, or leave the field blank and click **OK** to open the [Automation schedules (SM205020)](/visma-net-erp/help/automation/automation-windows/automation-schedules-sm205020/) window to create a new schedule for running the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merge reports{{< /vismanet-cell >}} {{< vismanet-cell >}} When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. > [!NOTE] > You can check the reports that will be merged when processed in the [Send reports (SM205060)](/visma-net-erp/help/automation/automation-windows/send-reports-sm205060/) window. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Merging order{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report in the net report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The template area Use the elements in this area to select an existing template and then use the template, share it with other users, or use it as your default report settings. The template area elements, which are available for all reports, are described in the following table. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Template{{< /vismanet-cell >}} {{< vismanet-cell >}}The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Default{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Shared{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Locale{{< /vismanet-cell >}} {{< vismanet-cell >}} A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. > [!NOTE] > This field is displayed if there are multiple active locales in the system. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The report toolbar The following table lists the buttons of the toolbar after you run the configured report. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Buttons{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-edit](/media/visma-net-erp/icon-edit.png) **Parameters**{{< /vismanet-cell >}} {{< vismanet-cell >}}Navigates back to the report window to let you change the report parameters.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-refresh-report](/media/visma-net-erp/icon-refresh-report.png) **Refresh**{{< /vismanet-cell >}} {{< vismanet-cell >}}Refreshes the information displayed in the report (if any data changes were made).{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Groups{{< /vismanet-cell >}} {{< vismanet-cell >}}Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-view-pdf](/media/visma-net-erp/icon-view-pdf.png) **View PDF** / **View HTML**{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the **View HTML** button.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to first page (Ctrl + Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the first page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to previous page (Page up){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the previous page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to next page (Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the next page.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Go to last page (Ctrl + Page down){{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the last page of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the browser dialog box so you can print the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Send{{< /vismanet-cell >}} {{< vismanet-cell >}}Opens the **Email activity** dialog box, which you use to send the report file (in the chosen format) to the specified email address.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Export{{< /vismanet-cell >}} {{< vismanet-cell >}} Allows you to export the data in the chosen format: + **Excel** + **Excel with headers** (this option is only available for ARM reports) + **PDF** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report parameters tab This tab includes sections where you can specify the contents of the report depending on the current report and vary in the following regards: + How many elements and which elements are available on a particular report + Whether elements contain default values + Whether specific elements require values to be selected + Whether elements may be left blank to let you display a broader range of data ### The Additional sort and filters tab If you are working with a [Balance sheet (GL634000)](/visma-net-erp/help/general-ledger/general-ledger-reports/balance-sheet-gl634000/) report or any Profit and loss report or a [Profit and loss (PM64300S)](/visma-net-erp/help/project-accounting/projects-reports/profit-and-loss-pm64300s/) report, this tab is not shown in your report window. The **Additional sort and filters** tab contains additional sorting and filtering conditions: Additional sorting conditions : Defines the sorting order. You can add a line, select one of the report-specific properties, and select the **Descending** or **Ascending** sort order for the column. Additional filtering conditions : Defines the report filter. You can add a line, select one of the report-specific properties, and define a condition and its value. The list of conditions includes one-operand and two-operand conditions. To create a more complicated logical expression, you can use brackets and logical operations between brackets. ### The Print and email settings tab #### The Print settings section If you plan to print the report or save the report as a PDF, select the appropriate settings in the **Print settings** section. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Element{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Deleted records{{< /vismanet-cell >}} {{< vismanet-cell >}} Selects the visibility of the data deleted from the database. + **Hide** + **Print** + **Only** {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print all pages{{< /vismanet-cell >}} {{< vismanet-cell >}}Prints all pages of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Print in PDF format{{< /vismanet-cell >}} {{< vismanet-cell >}}Displays the report in PDF format.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Compress PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate a compressed PDF.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Embed fonts in PDF file{{< /vismanet-cell >}} {{< vismanet-cell >}}Indicates that the system will generate the PDF with fonts embedded.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} #### The Email settings section If you plan to send the report as an email, in the **Email settings** section, specify the format in which the report will be sent, as well as the email subject, the recipients of copies of the report, and the email of the recipient. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Field{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Format{{< /vismanet-cell >}} {{< vismanet-cell >}} The format in which the report will be emailed: + **HTML** + **PDF** + **Excel** + **Excel with header** (this option is only available for ARM reports) > [!NOTE] > The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}To{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of the recipient.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Cc{{< /vismanet-cell >}} {{< vismanet-cell >}}An additional addressee to receive a carbon copy ( **Cc** ) of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Bcc{{< /vismanet-cell >}} {{< vismanet-cell >}}The email address of anyone to receive a blind carbon copy ( **Bcc** ) of the email; an address you enter in this box will be hidden from other recipients.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Subject{{< /vismanet-cell >}} {{< vismanet-cell >}}The subject of the email.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} ### The Report versions tab This tab shows the data only to users assigned with the Report designer user role If the report has multiple versions, you can select one of them. {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Button{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Edit version{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this to edit the selection version of the report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Refresh dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}Click this button to refresh the data set you have selected.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Activate{{< /vismanet-cell >}} {{< vismanet-cell >}}Temporarily activates the selected report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}![icon-load-from-file](/media/visma-net-erp/icon-load-from-file.png) **Import report design**{{< /vismanet-cell >}} {{< vismanet-cell >}} Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report. {{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} {{< vismanet-table >}} {{< vismanet-header-row >}} {{< vismanet-cell header="true" >}}Column{{< /vismanet-cell >}} {{< vismanet-cell header="true" >}}Description{{< /vismanet-cell >}} {{< /vismanet-header-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Version{{< /vismanet-cell >}} {{< vismanet-cell >}}The number of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Description{{< /vismanet-cell >}} {{< vismanet-cell >}}The description of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Active{{< /vismanet-cell >}} {{< vismanet-cell >}}When this check box is selected, the report version is active.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Created{{< /vismanet-cell >}} {{< vismanet-cell >}}The creation date of the report version.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< vismanet-row >}} {{< vismanet-cell >}}Not default dataset{{< /vismanet-cell >}} {{< vismanet-cell >}}This check box is automatically selected if the report version is an import of an external report.{{< /vismanet-cell >}} {{< /vismanet-row >}} {{< /vismanet-table >}} About user access rights /visma-net-erp/help/access-management/user-security/about-user-access-rights page To access Visma Net, users must pass authentication to confirm their identity (see: About user accounts in Visma Net ). 2026-02-19T17:09:06+01:00 # About user access rights To access Visma Net, users must pass authentication to confirm their identity (see: About user accounts in Visma Net ). To access Visma Net, users must pass authentication to confirm their identity (see: About user accounts in Visma Net). Then users pass authorisation to determine their access rights to the system resources, such as workspaces and windows. Users can access only the resources they are allowed to use and perform only the actions they are authorised to based on their access rights. In this topic, user access rights in Visma Net are described. ## Configuration of user access rights You need to perform the following steps to set up access rights to system resources for users in Visma Net: 1. You create user roles in the User roles (SM201005) window according to the responsibilities of your organisation' employees who will work with Visma Net. For details, see: About role-based access. 1. You set up access rights for user roles to Visma Net resources, depending on the tasks performed by users with these user roles. For details, see: About access rights for roles. 1. You assign user roles with user accounts to provide users of your Visma Net instance with access rights to system resources. You can do this in two ways: + To assign multiple users a selected role, use the User roles (SM201005) window. For example: You use this way when you have created a new role and want to assign it to existing users. + To assign multiple roles to a selected user, use the Users (SM201010) window. For example: You use this way when you have created a new user account and want to assign it existing roles. User account configuration is described in About user accounts in Visma.net Fiancials. 1. Optional: You use user types to simplify the assignment of user roles to users. ### Ability to track access rights You can track access rights to different objects by using the following windows: + Access rights by window (SM65170S) Gives you the ability to build a report to view access rights by each system object (a workspace, and a window). + Access rights by role (SM65150S) Gives you the ability to view access rights by each user role. + Access rights by user (SM201060) Gives you the ability to view the access rights of each user to every system object.