User settings (SM203010)
To open the window, click your username in the Info area (in the top right corner of the Visma Net window) and select User profile.
The General information tab
By using this tab, you can review and modify the general settings for your user account.
The User settings section
In this section, you can view and modify general information, including your name, email address, and password-related settings.
- Login
- The username you used to sign in to the system.
- First name
- Your first name. You can edit this name.
- Last name
- Your last name. You can edit this name.
- Phone
- Your preferred phone number. You can edit a value of this box.
Required. Your preferred email address.
If you forget your password and request password changing from the Welcome dialog box, the information required to change your password will be sent to this email address.
- Change email
- A button that you click to open the User settings (SM203010) dialog box.
- Password
- Read-only. The password that you use to sign in to the system.
- Password recovery question
- A hint or question that you may specify to provide a secure way to acquire a new password if you forget your current one.
- Comment
- Any text that was provided as a comment for your user account when it was created. You can edit this text, if needed.
The Personal settings section
In this section, you can specify a variety of default settings to be used in Visma Net. For example: You can select one of the available certificates as your personal certificate for signing files in the portable document format (PDF).
- PDF signing certificate
Optional.
The certificate that the system will use for signing PDF files you generate in Visma Net.
- Time zone
Optional.
The time zone to be used to display document timestamps converted to your time zone if there are users working with the system from different time zones.
If no time zone is specified, documents will be time-stamped using the time settings specified for the Visma Net instance.
- Reset to default time zone
- A button you click to use the default Visma Net time zone as your default time zone.
- Default branch
- The branch to which you’ll be signed in by default if you have access to multiple branches.
- Home page
- The dashboard to be displayed for you on the home page of Visma Net.
- Turn off autocomplete
- A check box that you select to stop the system from displaying the drop-down list with suggestions (for lookup boxes that support autocomplete) when a user is typing text.
- Show the classic appearance by default
A check box that indicates (if selected) that classic user interface of Visma Net is displayed by default when you sign in to the system.
If you want to work in modern user interface, you clear this check box.
The Csv file export settings section
- Add separator after last column in csv file
- If this is unchecked, then no ; will be added after the last column.
- Force leading zeroes
- If this is unchecked, then ’ will be removed from all char fields. Leading zeros will then not be shown in Excel.
The Custom notifications section
- Enable custom notification emails
- By checking this check box, notifications will be sent to the above entered email address.
The Change email dialog box
By using this dialog box, you can enter a new preferred email and save it to the database. The dialog box has the following elements.
- New email
- Your new email address.
- Password
- The password that you use to sign in to the system.
- OK (buttons)
- Saves the new email address and closes the dialog box.
- Cancel (buttons)
- Closes the dialog box without saving any data.
- Old password
- The password that you use to sign in to the system.
- New password
- The new password, which must meet the security requirements set for passwords in your company.
- Confirm password
- The new password again; enter the same new password you typed above.
- OK (buttons)
- Saves the new password and closes the dialog box.
- Cancel (buttons)
- Closes the dialog box without saving any data.
- New answer
- The answer for the recovery question.
- Password
- The password that you use to sign in to the system.
- OK (buttons)
- Saves the new recovery answer and closes the dialog box.
- Cancel (buttons)
- Closes the dialog box without saving any data.
The Email settings tab
On this tab, you can specify your email settings, open your calendar to other users, and get the URL to synchronise the calendar with any third-party software products you use.
- Default email account
- The system email account to be used by default for sending your correspondence through the system.
- Is public calendar
- A check box that indicates (if selected) that the calendar may be viewed by other users.
- Synchronisation URL
A button that opens the Synchronisation URL dialog box, which displays the URL of your calendar.
Use the URL to synchronise your calendar with third-party software products that support the calendar synchronization functionality.
- Download Outlook add-in manifest
A link that you click to download the manifest file of the Visma Net add-in for Outlook, which is individual for each user. The manifest file contains the instructions for the system to automatically deploy the add-in.
This link is available only if the Customer management functionality is enabled in the Enable/disable functionalities (CS100000) window.
The User email signature section
In this section, you can enter your email signature in the text area and specify signature settings.
- Include in new emails
- A check box that you select if you want to include the signature in all new emails that you send by using Visma Net.
- Include in replies and forwarded emails
- A check box that you select if you want to include the signature in all replies and emails that you send by using Visma Net.
The Custom locale format tab
On this tab, you can select the date and time formats to be used for your user account when you sign in to Visma Net; otherwise, the settings of the default locale will be used. The default locale preferences are specified in the System locales (SM200550) window.
- Format
- The locale whose format settings you want to use for your user account.
The Date and time formats section
- Date time
- The basic format for displaying the date and time.
- Short time
The format to be used to display a time that includes hours and minutes.
Also, this format specifies whether to use a 12-hour clock, with tt standing for 12-hour clock and TT standing for 24-hour clock.
- Long time
- The format to be used to display a time that includes hours, minutes, and seconds.
- Short date
- The format to be used to display a date that includes a day, a month, and a two-digit or four-digit year.
- Long date
- The format to be used to display a date that includes a day, a month, and a four-digit year.
- AM symbol
- The string to designate times from midnight to before noon in a 12-hour clock (used only with the tt notation).
- PM symbol
- The string to designate times from noon to before midnight in a 12-hour clock (used only with the tt notation).
The Number format section
- Decimal symbol
- The symbol to be used to separate the fractional part of a number from its integer part.
- Digit grouping symbol
- The symbol to be used to group digits in large numbers.