In user management, depending on your permissions, you can add new users, inactivate existing users, view user profiles, and check the number of user licenses. Start by navigating to Settings > User management.
Changes made to columns are saved, so when you return, the view will look the same. Filters, however, are always reset to default.
If a user's email address changes, it can be done in two different ways:
- The user changes the email address themselves from their profile by navigating to My profile > Personal settings > Email > Change email address. The link directs to the Visma Connect account page, where the user performs the actual change from Account > click the pen icon > Change email address. The user must use their Severa account password to confirm the change.
- The admin user changes the user's email address from the user's profile by navigating to User management > open user's profile > Personal settings > Email. Click the pen icon next to the current email address and fill in the following fields:
- Password: In this field, the admin user enters their own Severa account password to confirm the change.
- New email address: In this field, the admin user enters the user's new email address.
In both options described above, the user must always confirm the email address change through a confirmation email sent to the user's new email address. The Severa account password is used for the confirmation. An information message about the change is also sent to the user's old email address.
You can update the supervisor, unit, and default work type for multiple users at once. Select the desired users for whom changes are to be made, and the action menu will open at the top of the page.
In the top right corner, you can see the number of available licenses for your company. When logged in as an admin user with subscription permissions (Settings & features > Edit settings and manage subscription & features), you can add a new user even if there are no available licenses.
When you click the Add user button, you have the option to add a user to the system. If your company's subscription does not have available user licenses or you do not have sufficient permissions, the user is added to the system as inactive. If your permissions are sufficient to add a new user, you can add the user and, if necessary, order a user license for them, making them active in the system. You can see the license's monthly fee and the total cost for the current billing period before continuing.
You may also have a paid user license that does not appear as an available license. This can happen when you inactivate a user and simultaneously remove the user license from the subscription. When adding a new user account, you will be informed that you already have a paid user license in your subscription that you can use.
When inactivating a user account, you can choose whether to keep the user license in the subscription or not. If you plan to add a new user in the near future, you can keep the inactivated user's user license in the subscription for the new user. Otherwise, it is recommended to remove the user license from the subscription during inactivation, so it does not incur costs for the next billing period.
We recommend reviewing user management and subscription at the change of each billing period to ensure the new billing period is formed with the number of user licenses your company needs.
Permissions for user management
Depending on your permissions, you can manage company users and subscriptions. Below are the permissions that affect this and their different levels:
Users
- None: Can add time entries, travel expenses, and payment installments to projects where the user is a project group member or project manager. Can add, view, edit, and remove activities. Can report only their own time entries. Can create and view the following reports: Activities, User analysis, Employee hours versus work contract. Cannot view user-related information through the Action history add-on.
- Edit subordinates: Can add time entries, travel expenses, and payment installments to projects where the user is a project group member or project manager. Can add, view, edit, and remove subordinates' time entries, activities, and absences (out of office type activities). Can report their own and subordinates' time entries. Can create and view the following reports: Activities, Time entries, User analysis, Advanced resourcing reports, Work hours by project, Work hour analysis, Hour list, Employee hours versus work contract, Work hour matrix. Can edit subordinates' personal settings through the User management view. Can view user-related information through the Action history add-on.
- Add and edit subordinates: All from previous permission levels + can add new users.
- All: Can add new users. Can add time entries, travel expenses, and payment installments to projects where the user is a project group member or project manager. Can add, view, edit, and remove all users' time entries, activities, and absences.
Settings & features
- None: No access to the following places: Settings, Subscription, Data transfer, and Data imports.
- Edit settings: Access to the Settings section, can edit all company settings.
- Edit settings and manage subscription & features: Access to the following places: Subscription, Data transfer, Data imports, and Settings. Can edit all company settings and manage user licenses and subscriptions.
Did you find it helpful? Yes No
Send feedback