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.

Because the employees of your organisation can locate the windows they use most right away, they can perform their working tasks related to Visma Net more easily.

In this topic, you will read about the capabilities in the system for customising the appearance.

Customising the appearance

You can customise the appearance as follows:

  • Adjust the list of workspaces that are items on the main menu: You can keep in the appearance only the workspaces that correspond to the business processes of your organisation. To perform this task, you can add new workspaces and populate them with items (tiles and links that provide access to windows and reports), delete existing menu items for workspaces that do not comply with your business processes, and rename existing workspaces.
  • Change the items of a workspace: You can customise a workspace so that only the items that your employees use in their work are displayed there. You can change the list of windows, reports, and dashboards in a workspace, regroup the links to windows and reports in a workspace, reorder the links to windows and reports in a category, remove unnecessary tiles and links to windows, reports, and dashboards from a workspace, and reorder tiles in a workspace.

By using edit mode, you can customise the appearance in a variety of ways. To switch to this mode, click Edit menu.

The Edit menu item is available for only users with the Administrator role.

If you customise the appearance in this mode and then decide to return the initial state of the main menu and all workspaces, you can reset the menu settings to default. Changes in the following menu elements will be reset:

  • The list of workspaces that are items on the main menu and the More items menu
  • Items in each workspace, including categories, tiles, and links to windows, reports, and dashboards
  • Items in quick menu of each workspace for all users of the system
  • Workspaces pinned to the main menu and unpinned from the main menu for all users of the system

For details, see:.

Managing the workspaces listed on the main menu

The main menu is the primary navigation tool that you and the employees of your organisation use when you start working in Visma Net.

The system provides you with predefined workspaces list that is displayed in the main menu. The list of workspaces that a user sees by default is determined by the functionalities enabled based on your Visma Net license and the access rights of the user roles assigned to the particular user account.

You must configure access rights for users to each window and report that belongs to a workspace. For details, see: About user access rights.

If the default list of workspaces (that is, the items on the main menu) does not correspond to the business processes of your organisation, you can configure the list as follows:

Delete existing workspaces
If a predefined workspace does not fit the business processes of your organisation and will not be needed by system users, you can completely delete it from the system. When you delete a workspace, the system completely deletes tiles that belonged to the workspace, but windows, reports, and dashboards that belonged to the workspace remain in the system; you can add to other workspaces links to these windows, reports, and dashboards.
Add new workspaces
If your organisation has a specific business process that requires windows, reports, and dashboards from different functional areas to be gathered on one menu for employees’ convenience, you can create a custom workspace and pin it to the main menu panel. For details, see: Create and configure a workspace.

Workspaces are used in the system to organise links to windows, reports, and dashboards in a way that is convenient to users. By default, each workspace contains tiles (buttons that provide users with quick access to frequently used windows) and links to windows, reports, and dashboards grouped by categories (such as Profiles, Reports, and Preferences). Each organisation has its own business processes and uses sets of Visma Netwindows, reports, and dashboards based on these processes.

To make a workspace convenient for the employees of your organisation, you can do the following:

  • Change the default list of links to windows, reports, and dashboards displayed in a workspace If you need different windows, reports, and dashboards to be displayed in a workspace, you can change the default list by showing the items that are hidden by default and hiding the items that are displayed by default.

  • Add new links to windows, reports, and dashboards to a workspace If a link to a window, report, and dashboard is not on a workspace by default but the employees of your organisation want to have it in this workspace, you can add the required link to any Visma Net window, report, or dashboard to the workspace. Add a link to a workspace. If a link to a window or report is not added to any of workspaces you cannot find this window or report by using the Search field on the top pane of the Visma Net window.

    For more information, see:

  • Regroup links to windows, reports, and dashboards in a workspace If the default grouping of links to windows, reports, and dashboards in a workspace is inconvenient for the employees of your organisation, you can move these links to other existing categories, or create a category that fits the terminology used by your employees. Changes to grouping settings affect only the workspace in which they are changed. For details, see: Regroup windows and reports in a workspace. If you need to move a link to an existing category, which is displayed in a workspace, in the edit mode, you can simply drag the link to the category.

  • Reorder links to windows, reports, and dashboards in a category In the edit mode, you can reorder links to windows, reports, and dashboards in a category by dragging each link to a necessary position.

  • Remove links to windows, reports, and dashboards from a workspace If you are sure that users will not need a particular link to a window, report, or dashboard in a workspace, you can remove this link from the workspace. (The window, report, or dashboard will remain in the system.)

  • Delete preconfigured tiles If the employees of your organisation do not use functions preconfigured in tiles, you can delete the tiles from a workspace to have more space in the workspace.

    CAUTION: After you delete a tile, you will be able to restore it only when restoring menu settings to default.

  • Reorder tiles in a workspace In the edit mode, you can reorder tiles in a workspace by dragging each tile to a necessary position.

Last modified February 19, 2026