Within Visma Nmbrs you can use different templates; the article below specifies the available dashlets and permissions for the template document viewer.
Each available dashlet specifies the maximum permissions of a dashlet:
Read: The user can view the contents of the dashlets.
Write: The user can change the contents of the dashlets.
When you set the permissions for the reports to read, it means that the client cannot download the report. The buttons 'download PDF / Excel' are missing in this case. When you want to enable your clients to download reports, you set the permission to 'Write'.
PLEASE NOTE:
A dashlet with maximum permission of 'Write' can be adjusted to 'Read' or 'None'.
A dashlet with maximum permission of 'Read' can be changed to 'None' but not to 'Write'.
A missing dashlet cannot be added.
More information about changing a template according to the client's requirements can be found in this article.
Explorer: Company | Read | Write |
Company action points |
x | |
Company template |
x | |
Contact person | x | |
Company documents |
x | |
Extra fields settings |
x | |
Full-time schedule | x | |
HR documents |
x | |
Company function model |
x | |
Company information | x | |
Company fiscal number | x | |
Employee changes | x | |
Mutation forms to approve |
x | |
Mutation form settings |
x | |
Submit mutation form |
x | |
Company notes |
x | |
Pension export settings | x | |
Overview contracts |
x | |
Overview cost centres |
x | |
Overview departments |
x | |
Overview gender |
x | |
Birthdays |
x | |
Leave requests |
x | |
Leave settings | x | |
Leave overview |
x | |
Sent signals |
x | |
Absence overview |
x | |
Employee: |
Read | Write |
Action points employee |
x | |
Assessment and functioning |
x | |
Employment |
x | |
Employee documents |
x | |
Extra hours/days | x | |
Extra fields |
x | |
Family |
x | |
Cost centres |
x | |
Labour agreement model | x | |
Company car | x | |
Attachment of earnings | x | |
Wage components | x | |
Payroll taxes | x | |
Employee login |
x | |
Employee template |
x | |
Employee changes |
x | |
Record of accidents |
x | |
Training |
x | |
Employee comments |
x | |
Personal details |
x | |
Reservations | x | |
Schedule | x | |
Salary | x | |
Salary savings / Life-course |
x | |
Leave |
x | |
Provisions |
x | |
Insurances |
x | |
Sent signals |
x | |
Absence |
x | |
Others: Wizards | Read | Write |
New employee | x | |
Employee out of service | x | |
Copy employee | x | |
Tabs: Explorer: | Read | Wried |
Employee: | Read | Write |
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