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.

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 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.

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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.

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Windows