This guide covers the use of Netvisor's company and user menu. You will learn how to select an active company, manage multiple companies, update your own basic information, and utilize additional menu functions.  

You can open the company and user menu functions by selecting the company name or your username at the top of Netvisor.

CONTENTS

Netvisor environment introduction

Company menu

You can view and manage the active company by selecting the company name in the upper left corner of the Netvisor user interface.

The active company is shown in the upper left corner of the Netvisor user interface. When you click the company name, a menu opens where you can find all functions related to company management.

Follow these steps when you want to change the company or set the default login company:

  1. Select the active company name in the upper left corner of Netvisor.
  2. Open the company menu by selecting the triangle next to the company name.
  3. Change the company:
    • Select the desired company name from the list, or
    • type the company name in the search field and select the company from the search results.
  4. Select the company you use the most as the default login company by selecting "Set as default login company" below the company search.

If you have rights to more than eight companies, not all companies are shown directly in the company listing. You can view the full list via the magnifying glass button. You can also set your frequently used companies in the quick menu, so that access to them will be faster in the future.

When you have rights to more than eight companies, proceed as follows:

  1. Select the magnifying glass button in the company menu to display the full company list.
  2. Find the desired company from the list or by using the search field.
  3. Set the companies you use frequently in the quick menu so that you can access them faster in the future.

User menu

You can view and edit your own basic information and the user interface language by selecting the user menu at the top of Netvisor.

Through the user menu, you can view and edit your own basic information via the "My basic settings" link. It is good to keep your e-mail address and phone number up to date so that Netvisor's automatic system messages reach you. You can also change the user interface language between Finnish, English, and Swedish.

Change your own basic information and language as follows:

  1. Select the user menu at the top of Netvisor.
  2. Select "My basic settings".
  3. Check and update your e-mail address and phone number so that Netvisor's automatic system messages reach you.
  4. Select the user interface language: Finnish, English, or Swedish.
  5. Save your changes.

Other functions

You can use the additional functions in the top bar of Netvisor by selecting the icons and links at the top as shown in the image below.

In the menu at the top of Netvisor, you can also find the functions shown in the picture below.

Use the functions in the top bar of Netvisor as follows:

  • NetBoxi
    • Use NetBox for secure and efficient transfer of payroll information.
    • Write a message directly to the Payroll accountants.
    • Deliver payroll-related files as attachments.
    • As a Payroll accountant, view the submitted information directly in Netvisor.
  • For important announcements
    • View the Notification center announcements in Community.
  • Community
    • Search for Community events.
    • Go to Community to view more information and events.
  • Help and support
    • Search directly in our Help.
    • Go to our instructions for more detailed usage instructions.
    • View customer service contact information.
    • Create support requests and report malfunctions.
  • Log out
    • Select the Log out button when you want to log out of Netvisor.
    • Note that the Service logout time / timeout is two hours if you do not make any changes regarding saving or editing during this time or change the view in use.

Section menus

You can open the Service section menus by moving the mouse over the section name in the top menu of Netvisor.

The menus are opened by moving the mouse over them. If the user does not have the right to the Service section or any function under it, the section is shown in gray in the menu with a picture of a lock.

Use the section menus as follows:

  1. Move the mouse over the desired Service section title in the top menu of Netvisor.
  2. View the submenus that open and select the desired function.
  3. Note that if you do not have rights to the Service section or any function under it, the section is shown in gray with a lock icon.

Create new function

You can quickly create new items by using the shortcut section on the left side of Netvisor.

In the menu on the left, there is a shortcut section where, within the scope of user rights, the user is shown the quick functions of the Service sections in use for creating new items.

Use the Create new function as follows:

  1. Select the shortcut section on the left side of Netvisor.
  2. View the list of quick functions of the Service sections available according to your user rights.
  3. Select the desired quick function to create a new item in the selected Service section.

Frequently asked questions

Question: How can I see which company is active in Netvisor?
Answer: The active company is shown in the upper left corner of the Netvisor user interface as the company name.

Question: How do I change the company if I have rights to several companies?
Answer: Select the company name in the upper left corner, open the company menu from the triangle next to the name, and select the company from the list or search for it using the search field.

Question: How do I set the default login company?
Answer: Open the company menu, select the desired company, and select "Set as default login company" below the company search.

Question: What should I do if I have rights to more than eight companies and I cannot see them all in the list?
Answer: Select the magnifying glass button in the company menu to display the full company list, and set the companies you use frequently in the quick menu.

Question: How do I update my e-mail address and phone number in Netvisor?
Answer: Open the user menu, select "My basic settings", update your e-mail address and phone number, and save the changes.

Question: How do I change the Netvisor user interface language?
Answer: Open the user menu, go to "My basic settings", and select Finnish, English, or Swedish as the user interface language.

Question: What is NetBoxi used for?
Answer: NetBoxi is intended for secure and efficient transfer of payroll information, sending messages to Payroll accountants, and delivering payroll-related files as attachments.

Question: How do I find Netvisor instructions and customer service contact information?
Answer: Select the Help and support function in the top bar, where you can search in the Help, go to the instructions, view customer service contact information, and create support requests.

Question: Why are some menu sections shown in gray with a lock icon?
Answer: A section is shown in gray with a lock icon if you do not have rights to that Service section or any function under it.

Question: How do I log out of Netvisor and what is the timeout?
Answer: Select the Log out button in the top bar. The Service logs you out automatically after two hours if you do not make any saves, edits, or change the view.

Keywords: Netvisor, company menu, user menu, data management, default login company, help and support.

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.


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