Introduction
Previously it was possible in Visma Nmbrs to set up only one environment owner. In principle, this was the person who applied for (or had requested) the Free Trial and signs a contract with Visma Nmbrs. In many cases, this legal owner turned out not to be the one who actually manages the application.

Since only the environment owner had access to 'My Account', the application manager missed certain functionalities for which he / she had to contact the legal owner.
The environment owner was also the contact point for Visma Nmbrs for all important reports, but in many cases the legal owner acted more in the background and in principle does not deal with the operational tasks in the application itself.

To change the legal owner, see the following article:

Switching Legal Owner

Based on this, we decided to make a split between the different contact persons.

Topics in this article:

• How it works
• Rights of the contact persons
• Add contact template
• Add or modify contact Log in as Contact login

1. How it works

Within Visma Nmbrs it's possible to set up multiple 'Contact Types'. There are two possible owners which can be defined as; the application manager and the legal owner.

The current environment owner is now initially both the application manager and the legal owner. He / she can designate someone else as the application manager in "My account", as this does not have to be the same person.

In addition, a few other new contacts can be added:
• Data Protection Officer (DPO)
• Financial contact 
• Support contact 
• Sales contact 
• Technical administrator

All seven contact types have access to “My Account”, whereby a person can be designated for each of the types mentioned and a login can be linked to it. Depending on the contact type, that person will have certain rights within the system.

2. Rights per contact person

Different rights apply for each type of contact person. These are predefined and cannot be modified via the template users -> dashboard editor.

Accountant

Business

	Functional Owner	Legal Owner	Data Protection Officer	Financial contact	Support contact	Sales contact	Technical contact
E-mail settings	Write	Write	Read	No access	Read	Read	Write
Security settings	Write	Write	Read	No access	No access	No access	Write
Theme settings	Write	Write	Read	No access	Read	Read	Read
Contact persons	Write	Write	Read	Read	Read	Read	Read
My invoice overview	No acces	Write	No acces	Write	No acces	No acces	No acces
Information	Write	Write	Read	Read	Read	Read	Read
My subscription	Read	Write	No access	Read	No access	No access	No access
Zendesk settings	Write	Write	Read	No access	Read	Read	Write

 

 

 

3. Add Contact template 

Before you can release a Contact login, this template will first have to be added at the highest level at the Template Users. Click on 'New Template Users':

After saving there is a new rule visible between the other templates. Click on 'Dashboard Editor' to adjust the rights:

 

 

From the start the rights are at 'none', click on 'write' to give the contact person rights.

Note!

It's not possible to change the rights per specific template.

 

 

4. Add Contacts or adjust them

After adding the template, you are able to create 'contact logins'.

Go to 'My account':

Click in the invoicing menu on 'Contacts information':

 

In the line of one of the contact person types, click on the pencil to set a new contact login or edit an existing contact.

You can choose an existing account or press 'Add New':

 

Enter the details of this contact person and choose at the bottom which template you want to give this person.

 

Note!

With an Accountant login you give this person access to the entire environment, including salary functionalities. With a contact login, this person will only have access to 'My account' and the rights are limited as indicated in the matrix above.

After completing everything, click on 'Save'. An activation email will be sent to this email address.

 

After saving, an orange triangle will initially be displayed, indicating that the account has not yet been activated. The moment the person activates his login, this triangle will disappear.