Administration and customisation of appearance
In Visma Net, you can flexibly customise the appearance (in particular, main menu items and workspace links) all users will see, to adjust it to the business processes of your organisation. Your customisation of the appearance will make it easier for users to find and begin working with required windows and reports, speeding document processing in the system.
To be able to customise the appearance you must have the system administrator role.
Here you will find information about the customisation of the appearance that can be performed by users with the Administrator user role.
Section Content
About customising the appearance
The appearance of Visma Net provides predefined appearance elements, such as workspaces and workspace tiles and links, which you can configure to adjust the appearance to the business processes of your organisation.
Add and configure a workspace
If the predefined workspaces do not include a particular business process of your organisation, you can create a workspace and configure it to fit employees’ work related to this process.
Add a link to a workspace
You can add a link to a window or report to a workspace even if it is not in the menu by default, as described in this topic.
Add and customise a tile
To adapt Visma Net to your company’s specific needs, you can add tiles in workspaces and configure them with specific parameters, so that you can easily access operations you use a lot.
Regroup windows and reports in a workspace
For each window or report listed in a workspace, you can change the category under which it is displayed, as described in this topic.
Remove a window or report from a workspace
When you know that the employees of your organisation will not open a window or report from a particular workspace, you can remove the link to this window or report from the workspace, as described in this topic.