This Help covers the implementation and permissions for Controller, as well as the transition from old Controller to the new Controller.
Implementation
Open Controller by selecting Controller from the top bar in Netvisor.
Controller is automatically available to all customers with Professional and Premium packages, and sections do not need to be activated separately.
Make sure that each Controller user has the option "Access to Controller page" selected in their function-specific rights.
The "Access to Controller page" right is included by default in the All rights profile.
Permissions
Controller administrator rights
The following Netvisor roles always have administrator rights in Controller:
- Accounting office administrator (TPK)
- Company administrator
- User administrator (KH)
When Controller is implemented for a company for the first time and no Controller administrator has yet been defined, administrator rights are also given to the first user moving to Controller who has at least one of the following rights for the company:
- Accountant (KP)
- Company user profile
- All rights profile
After implementation, add other Netvisor users as Controller users in Controller user management.
Open Controller by selecting Controller from the top bar in Netvisor.
Select Controller > User management.
Select "Add user"
Define whether the person is a User or an Administrator
An Administrator always has access to all sections of Controller and read and edit rights to all cost objects. The Administrator can also manage the rights of other users.
A User can instead be given rights to different sections and you can define for which cost objects they have view or edit rights.
Note the following restrictions and functions related to permissions:
You cannot edit your own permissions in Controller.
If a user transitioning to Controller does not have rights to the Controller section:
The system notifies the user of the missing permissions.
The user is shown the name of the administrator to contact.
User addition becomes selectable in Controller once the information has been updated at least once after the user was added.
If you want to add a user who has just been created in Netvisor:
Update Controller data manually.
Then select this new user for Controller.
Accounting office administrator (TPK), Company administrator and User administrator (KH) roles always receive admin rights in Controller. If the rights are changed, they are always reverted back to admin rights.
Controller permissions are divided into two parts
View permissions: which sections of Controller the user can access (reports, budgets, forecasts etc.)
Cost object permissions: for which cost objects the user can see data and whether they can edit it or only view it.
There are two permission levels for cost objects:
Read – the user can see the figures but cannot edit them (for example budget figures).
Edit – the user can see and edit the data.
Permissions are company-specific: each company has its own user list and
its own permissions.
User management (for administrators)
User management is opened from Controller navigation under "User management".
The page is visible only to administrators.
The page shows the company’s Controller users in a table:
User: user’s name. By clicking the name, the edit view opens. If a description has been added for the user, an info icon appears next to the name and the description is shown when hovering over it.
Role: Administrator or User.
Cost objects:
"All", if the user has rights to all cost objects
"Restricted (N)", if rights are limited to N cost objects
"Read rights to all, restricted edit rights (N)", if the user can see everything but can edit only selected cost objects. The number in parentheses shows how many permission rows are shown when the row is expanded.
Permission:the user’s permission level: Read, Edit or "Multiple (N)", if different cost objects have different levels.
Reports and dashboard: whether the user has access to the reports and dashboard views.
Own reports and own key figures:whether the user has access to own reports and own key figures.
Budgets: whether the user has access to budgets.
Forecasts: whether the user has access to forecasts.
Data synchronisation: whether the user has rights to start data synchronisation from Netvisor.
For administrators, the view columns always show "Yes", "All" for cost objects and
"Edit" as the permission. The administrator role overrides other restrictions.
Expanding a row
If the user’s cost object permissions are restricted, a + icon is shown at the beginning of the row.
By clicking the icon or the row, it expands and shows each selected
cost object and its permission level (Read/Edit). If the user has read rights
to all and restricted edit rights, the expanded view first shows the row
"All – Read" and then the cost objects that can be edited.
Filters
Above the table there is a filter row:
- User: searches based on the user’s name or description.
- Role: filters based on role (Administrator/User).
- Search cost object: shows only those users who have rights to all
selected cost objects. Several cost objects can be selected.
Administrators are always shown in the list regardless of the cost object filter, because they have rights to everything.
Editing several users at once
Rows in the table can be selected using the checkbox at the start of the row. When at least one
user is selected, a bar appears at the bottom of the page showing the number selected
("N selected") and buttons "Clear selection"and "Edit permissions".
Edit permissions opens the same edit panel and the choices you make are saved for all selected users at once.
You cannot select your own row or edit your own permissions – another
administrator must make the changes if necessary.
Adding a user
Click the Add user button in the upper right corner of the user management page. A side panel opens.
Users: select one or more users from the dropdown. The list shows only those Netvisor users of the company who do not yet have Controller rights. If you select several users, they all receive the same rights at once.
Description (optional): add a short description of the user, e.g. job description or area of responsibility. The description appears in the user management table as an info icon and can be used for searching.
Role: select Administrator or User.
For an Administrator, view and cost object permissions are not defined – the Administrator receives all rights automatically, and the options are hidden.
If you select the User role, continue from steps 5 and 6.
Views: tick the sections the user can access:
Reports and dashboard
Own reports and own key figures
Budgets
Forecasts
Data synchronisation
Cost objects: when at least one view has been selected, define cost object permissions (see next chapter).
Click "Save": saving is possible only when a user has been selected and they have been given either the Administrator role or at least one view and cost object permission.
Cost object permissions
Cost object permissions define for which cost objects the user sees data and
whether they can edit it. The restriction affects budgets, forecasts, reports,
key figures and data imported from Netvisor.
Scope
In the dropdown, select how broadly the rights are given:
All: the user has rights to every cost object. Select also the permission level (Read or Edit), which applies to all cost objects. The default is Read.
Read rights to all, restricted edit rights: the user can see all data but can edit only the cost objects you select. The first row in the list is the fixed row "All – Read", under which the editable cost objects are added.
Restricted: the user sees and edits only the cost objects you select.
Selecting cost objects
Select cost objects from the menu. You can select:
individual cost object values (for example individual cost centres)
several values under the same header
values under different cost object headers
the special value "Unallocated". This grants rights to vouchers that are not allocated to any cost object. For example, selecting only cost centres does not cover unallocated vouchers without this selection
Each selection becomes its own row, and the permission level (Read/Edit) is selected separately for each cost object from the right-hand side of the row. The default level for a new row is Read when the scope is "Restricted", and Edit when the scope is "Read rights to all, restricted edit rights".
You can remove a selection by clicking the cross on the row.
Tip: If the user should have rights to everything under a cost object header, select the header
(for example Cost centres) – the right also covers all values under it, including
those that are added later. Sublevels do not need to be selected separately.
Combined effect of view and cost object permissions
View permissions define whether the user can access a section. Without rights, the section appears locked in the navigation (padlock icon) and cannot be opened.
Cost object permissions restrict what data is shown inside the section and whether it can be edited.
Example: a user who has the Budgets view and Read rights to cost centre Helsinki sees the Helsinki rows in budgets but cannot edit them and does not see figures for other locations. They do, however, see combined allocations where at least one of the cost objects is Helsinki. If they do not have rights to the other cost objects in the combination, those are shown as "Unknown".
If the user opens a budget or forecast that contains cost objects hidden from them, only the rows for which they have rights are shown. Export to Excel or PDF follows the same restriction.
If the user does not have edit rights to a cost object, edit functions are disabled and a notification is shown: "The user does not have edit rights to cost object [cost object name]."
Own permissions
A user who is not an administrator can check their own rights from the
"Permissions" section in Controller navigation. The page shows:
Views: a list of Controller sections and whether the user has access to them (Yes/No).
Cost objects: – a list of cost objects for which the user has rights and their permission levels (Read/Edit). If the user has rights to all cost objects, the list shows a single row "All".
The page is intended for checking your own rights: if a section or figure is not visible,
check here whether what is missing is the view permission or the cost object permission and, if needed, request additional rights from your company’s Controller administrator.
Editing and deleting a user
Open User management and click the user’s name – the edit panel opens.
Change the details you want (description, role, views, cost objects, permission levels).
Click "Save" or close the panel without saving by clicking "Cancel".
Deleting a user
Open the user’s edit panel and click the "Delete" button at the bottom of the panel.
Confirm the deletion in the dialog that opens ("Delete user?").
Deleting the user prevents them from accessing Controller, but they remain
a Netvisor user of the company. The same user can be added to Controller again if needed.
You cannot edit your own permissions or delete yourself – another
administrator must make the changes if necessary.
Tips and notes
Promoting a user to Administrator replaces separate view and cost object permissions – the Administrator always has all rights.
Unallocated: if the user has rights only to the Unallocated value, they see only vouchers that have no cost object allocation at all. In most cases, you should select both the desired cost objects and Unallocated so that the overall picture is preserved.
Multiple permission levels: if restricted cost objects have different levels (some Read, some Edit), the Permission column shows "Multiple (N)". The exact levels are visible when you expand the row.
Exports and imports: PDF and Excel exports and Excel import follow the user’s cost object permissions – the user sees only the rows they have rights to and cannot import data to cost objects for which they do not have edit rights.
Data synchronisation: the right to start Netvisor data updates requires its own Data synchronisation view permission – other view permissions do not include it.
User description is a handy way to mark e.g. "Finance manager – all cost centres" or "Controller for the Helsinki unit only". The description is shown in the user list and can be used for searching.
Updating figures to Controller
Figures are updated to Controller by default once a day (early morning).
The "Update Controller data" function updates graphics and figures with the latest data available from the system.
Controller automatically saves all changes, such as budgets and forecasts.
Transition from old Controller to new Controller (NOTE! > includes schedule)
Controller is automatically available to all customers with Professional and Premium packages, and sections do not need to be activated separately.
1. Old Controller > New Controller
Basic and Core package customers:
Note that the new Controller is automatically included in Professional and Premium packages starting from 1.4.2022.
If a company has a Basic or Core package, enable the new Controller by upgrading the company to a Professional or Premium package in Netvisor Store.
Once you have transitioned to the new Controller, terminate the old Controller in Netvisor Store.
Professional and Premium package customers:
The new Controller is automatically included in Professional and Premium packages starting from 1.4.2022.
The new Controller does not need to be activated separately from Netvisor Store.
Once you have transitioned to the new Controller, terminate the old Controller in Netvisor Store.
Import budget data from the old Controller to the new Controller as follows:
Open the new Controller.
Use the function on the new Controller side to import budget data from the old Controller (see image below).
After importing the budget data, proceed as follows:
You can close the old Controller if you do not otherwise need it.
We will inform separately about the closing of the old Controller.
Note the reports and key figures of the old Controller:
Customer-specific reports and key figures from the old Controller cannot be converted to the new Controller.
Create the necessary reports and key figures in the new Controller using its Own reports functions.
NOTE! Once the old Controller has been terminated from Store:
Budget comparisons will no longer appear on accounting reports.
Budget comparisons can be reported from Controller.
The old Controller can be used alongside the new Controller until 31.12.2027.
2. Billing
Billing for Professional and Premium packages will continue normally starting from 1.4.2022.
No separate invoice will be sent for the new Controller, as it is included in the Professional and Premium packages.
Billing for the old Controller will end at the end of the month when the customer has terminated the old Controller in Netvisor Store.
Frequently asked questions
Question: How do I implement Controller and where can I find it in Netvisor?
Answer: Controller is automatically available to customers with Professional and Premium packages. Open Controller by selecting Controller from the top bar in Netvisor and make sure the user has the "Access to Controller page" right.
Question: To whom can I grant Controller permissions and how are they managed?
Answer: Add users to Controller by selecting Controller > User management > "Add user". The Administrator can give users rights to different views as well as read/edit rights for different cost objects.
Question: What rights do I need to access Controller?
Answer: Access to Controller requires that the user has the "Access to Controller page" option selected in their function-specific rights and that the Controller administrator has added the user in the company’s Controller. The Accounting office administrator (TPK), Company administrator and User administrator (KH) always automatically receive Controller administrator rights.
Question: How do I transition from the old Controller to the new Controller and what data can I transfer?
Answer: The new Controller is included in Professional and Premium packages. Basic and Core package customers must upgrade their package in Netvisor Store. You can import budget data from the old Controller using a function in the new Controller, but customer-specific reports and key figures are not transferred and must be created again in the new Controller.
Question: How long can I use the old Controller alongside the new one?
Answer: The old Controller can be used alongside the new Controller until 31.12.2027. When you terminate the old Controller in Store, budget comparisons will no longer appear on accounting reports, but you can report them from Controller.
Question: How does billing work for the old and new Controller?
Answer: The new Controller is included in the billing for Professional and Premium packages, and no separate invoice is sent for it. Billing for the old Controller ends at the end of the month when you terminate the old Controller in Netvisor Store.
Question: How often are figures updated in Controller and do I need to save changes separately?
Answer: Figures are updated to Controller once a day (early morning). You can update the data immediately with the "Update Controller data" function. Controller automatically saves all changes, such as budgets and forecasts.
Question: What should I do if a user removed from Netvisor still appears in Controller?
Answer: Remove the user’s Controller user status separately by selecting Controller > User management and removing the user there.
Keywords: Controller, implementation, permissions, Netvisor, old Controller, new Controller, Financial Overview, transition period, billing
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.