The procedure describes an example of how you can enter and maintain users in the
sales support system in Visma Business.
Før du begynner
Before you start using Visma Business you must be entered as a user in Visma Business. The system administrator does this in the Users table.
Merk: The system administrator is the
only person who can enter and delete users.
Om denne oppgaven
Before a person can start using the CRM module in Visma Business you must enter the person as a user in the CRM module. The reason for this is
primarily that the person must be able to use the agreement book, create documents
and send e-mail.
These functions will not work until the person is set up both as a user of Visma Business (see description above) and as a user of the CRM module.
Prosedyre
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Open an Associate layout.
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Call up the relevant employee.
To search in the Aktør table select in the menu bar or press Ctrl + F.
-
Enter the employee's user name in the Brukernavn
field.
You MUST enter the user name in the same way as it is entered by the system
administrator in the
Bruker table.
Merk: There is
no check against the Bruker table that
verifies that you have entered the user name in the same way. It is your
responsibility to ensure this.
-
Fill in the fields that you want to use or make the required changes.
-
When you have completed all the fields required, select in the menu bar or press Ctrl + S to save
the information.
-
Press + in the Aktørnr field
and you are allocated the next free associate number.
-
Enter the user name.