/visma-net-erp/help/administration-and-customisation-of-appearance section 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. 2026-02-19T17:09:06+01:00 # 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. 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. /visma-net-erp/help/administration-and-customisation-of-appearance/about-customising-the-appearance page 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. 2026-02-19T17:09:06+01:00 # 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](/visma-net-erp/help/administration-and-customisation-of-appearance/add-and-configure-a-workspace/). ## Management of workspace tiles and links 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](/visma-net-erp/help/administration-and-customisation-of-appearance/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](/visma-net-erp/help/administration-and-customisation-of-appearance/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. /visma-net-erp/help/administration-and-customisation-of-appearance/add-and-configure-a-workspace section 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. 2026-02-19T17:09:06+01:00 # 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. ## Create and configure a workspace In this topic, you will read about how to create and configure a workspace. ### Create a workspace 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the top toolbar (top left), click  ( **Add workspace** ). 1. In the **Workspace parameters dialog box**, specify the following settings: 1. In the **Icon** field, select the icon that will be associated with the workspace. 1. In the **Area** field, select the general functional area by which the workspace will be displayed in the **More items** menu. 1. In the **Title** field, type the unique title you want to be used for the workspace. 1. Click **OK** to save your changes. ### Configure a new workspace 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the main menu, click the title of the workspace you want to configure. 1. On the top toolbar, click  ( **Add menu item**. 1. In the **Select windows** dialog window, select the check boxes to the left of all windows and reports you want to add to the workspace. You can use the **Search** field in the top of the dialog field to narrow the range of windows and reports displayed. Only windows and reports with the search string in their name or ID are displayed. 1. Click **Add and close** to save your changes and close the dialog window. 1. If you want to group windows and reports by categories, do the following: 1. If a category with the required title does not exist, you first create the category as follows: 1. In the top right corner (on the top toolbar), click **Menu settings**. 1. On the toolbar of the **Workspace categories** menu, click **Add category**. 1. In the **Category parameters dialog box**, type the category title and click **OK**. 1. Click **Menu settings** to close the menu. 1. Point to the title of a window or report that you want to group by a category and on the pop-up toolbar, click  (Edit) to open the **Window parameters dialog box**. 1. In the **Category** field, select the category to which you want to add the window or report, and click **OK**. 1. Repeat steps b and c for each window or report that you need to place under a particular category. 1. On the workspace title bar, click  (Pin) to display the new workspace on the main menu. 1. In the bottom left corner of the screen, click **Exit edit menu** to save your changes and exit the edit mode. /visma-net-erp/help/administration-and-customisation-of-appearance/add-a-link-to-a-workspace section 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. 2026-02-19T17:09:06+01:00 # 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. 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the main menu, click the title of a workspace whose menu items you want to change. 1. On the top toolbar, click  ( **Add menu item** ). 1. In the **Select windows dialog box**, do the following: 1. Optional: In the **Search** field, type the title or ID of the window or report you want to add to the workspace. 1. Select the check box on the left of the window title. 1. Repeat the previous two sub steps for all windows or reports you want to add to the workspace. 1. Click **Add and close**. 1. Optional: Select the check box to the left of the items you want to add to the quick menu. 1. In the bottom left corner of the screen, click **Exit edit menu** to save your changes and exit the edit mode. /visma-net-erp/help/administration-and-customisation-of-appearance/add-and-customise-a-tile page 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. 2026-02-19T17:09:06+01:00 # 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. To add and customise tiles, you need menu editing rights in the system. Make sure that the correct rights have been set for you in the Users (SM201010) window, before you start this procedure. 1. Go to the workspace where you want to add a tile. 1. In the bottom left corner, click **Edit menu**.You see that you enter into edit mode, with the black ribbon at the top of your workspace. 1. In the top ribbon, click **Add tile**. The **Tile parameters** box is displayed. 1. In the **Icon** field, select the icon you want to use on your tile. 1. In the **Title** field, name your tile. 1. In the **Form** field, select the window that you want to use. 1. Click OK. 1. Click on the tile you just created and the change the parameters in the window. 1. In the **Web address** field, notice the parameters that begin with "&" and copy them. 1. Go to the tile and choose **Edit**. 1. Paste them into the **Parameters** field and save. The tile will now behave according to the parameters you have set. /visma-net-erp/help/administration-and-customisation-of-appearance/regroup-windows-and-reports-in-a-workspace section For each window or report listed in a workspace, you can change the category under which it is displayed, as described in this topic. 2026-02-19T17:09:06+01:00 # 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. For each window or report listed in a workspace, you can change the category under which it is displayed, as described in this topic. These changes affect both views of the workspace items, the quick menu and all items. 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the main menu, click the title of the workspace whose menu items you want to regroup. 1. If you add a new category for windows and reports to be placed under, do the following: 1. On the toolbar, click **Menu settings**. 1. On the menu title bar, click **Add category**. 1. In the **Title** field of the **Category parameters dialog box**, type the title of the new category. 1. Click **OK** to save your changes. 1. Point to the window or report that you want to place in a different category to open the pop-up toolbar. 1. On the pop-up toolbar of the window or report, click  (Edit). 1. In the **Category** field of the **Window parameters dialog box**, select the category under which you want to place the window or report. 1. Click **OK** to save your changes. 1. Repeat the previous four steps for each window you want to place under a different category. 1. In the bottom left corner of the screen, click **Exit edit menu** to save your changes and exit the edit mode. /visma-net-erp/help/administration-and-customisation-of-appearance/remove-a-window-or-report-from-a-workspace section 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. 2026-02-19T17:09:06+01:00 # 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. These changes affect both views of the workspace items, the quick menu and all items. 1. On the main menu, click **Edit menu** to switch to the edit mode. 1. On the main menu, click the title of a workspace whose menu items you want to remove. 1. Point to the window or report that you want to remove from the workspace to open the pop-up toolbar. 1. On the pop-up toolbar of the window or report, click  (Delete ). 1. In the warning message, click **OK**. 1. In the bottom left corner of the screen, click **Exit edit menu** to save your changes and exit the edit mode.