You can add new users, inactivate existing users, access user's profiles (if you have access rights for users) and check the amount of user licenses in user management. Start by navigating to Settings > User management.
Changes you make to data columns are saved, so when you return to user management the view will look the same. Filters are always reset back to default.
If user's email address needs to be changed, there are two options how it can be done:
- The user changes the email address themselves from My profile > Personal details > Email > Change email address. Link will direct to Visma Connect account page where they can do the actual change from Account > click pen icon > Change email address. User needs to use their Severa account password for confirming the change.
- The admin user changes the email address on behalf of the user from User management > Open user's profile > Personal details > Email. Click the pen icon next to current email and insert following details:
- Password: In this field admin user inserts their own Severa account password as a confirm for the change.
- New email address: In this field admin user inserts the new email address for the user.
In both of the described options user always needs to approve the change themselves in the end, through a validation email which is sent to their new email address. They will also receive another information mail of the change to their old email address.
You have the possibility to update supervisor, business unit, role, and default work type to several users at one go. Just select all the users whose details you need to update, and an action bar opens on top.
On the top right corner you see the amount of available licenses in your company.
When logged in as an admin user with purchase permissions (Settings & features permission > Edit settings and manage subscription & features), you can start adding a new user even if you don't have user licenses available at that moment.
When clicking the Add user button you have the possibility to add the user as inactive or add the user as active and purchase a license for it. You can see the monthly cost and total cost for the ongoing subscription before continuing.
You might also have paid user licenses that are not shown as available licenses. This happens when you inactivate users, and at the same time remove that user license from your subscription. In these cases, when adding a user you will get notified that you already have a paid license you can use.
When inactivating users you can decide if you want to keep the license or remove it from your subscription. If you're planning to add new users right away or in the near future you can keep the licenses but if you're not sure, you can remove the licenses so you won't pay extra for the next payment period for unused licenses.
If you are logged in with limited permissions:
- You can add active users when there are available user licenses
- You can add users as inactive when there are no user licenses available.
- You cannot activate users, when there are no user licenses available.
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