This guide explains how the Netvisor training environment is recommended to be used in educational institutions.

CONTENTS

Actions and their order

Actions and their order

Follow the order below so that the Netvisor training environment functions as intended for educational use.

Netvisor establishes the educational institution's training environment and contact person.
The teacher is established as a user and their permissions are copied.
The teacher establishes their own company under the educational institution.
Netvisor updates the teacher's company status to an accounting office.
The teacher establishes students as users in their own accounting office.
Students establish their own companies.
The teacher changes the students' permissions to be more limited.

	Netvisor	Teacher	Student
1. Establish the educational institution's training environment and contact person	X
2. Establish the teacher as a user and copy their permissions		X
3. Establish the teacher's own company under the educational institution		X
4. Update the teacher's company to an accounting office	X
5. The teacher establishes students as users in their own accounting office		X
6. Students establish their own companies			X
7. The teacher changes the students' permissions to be more limited		X

1) Establish the educational institution's training environment and contact person

Proceed as follows:

Request that a separate Netvisor environment is established for the educational institution on the Netvisor training side at https://koulutus.netvisor.fi.
Add the educational institution's contact person as a user in the environment.
Give the contact person extensive permissions.

2) Establish the teacher as a user and copy their permissions

When a new teacher starts, proceed as follows (you can open the function by selecting Company menu > User management > Establish a new user):

Establish the teacher as a user according to the guide Uuden käyttäjän perustaminen. Note that personal identification numbers are not used in the training environment.
Give the teacher a username in the format: [institution].firstname.lastname.
Set the email address to the teacher's educational institution email address.
If necessary, set a fictitious phone number (the number is visible to students through Netvisor).

Copy permissions to the teacher using the permission copying tool (you can open the function by selecting Company menu > User management > Copy permissions) by the contact person according to the guide Käyttöoikeuksien kopiointi.

In the future, establish new teachers as users in the same way. This can be done by the contact person or already added teachers.

3) Establish the teacher's own company under the educational institution

When the teacher has logged in to the educational institution's environment, proceed as follows (you can open the function by selecting Company menu > Service management > Open a new client company):

Establish the teacher's own company under the educational institution.
If necessary, establish a separate company for each course for the teacher.

Name the teacher's accounting office as follows: the educational institution's abbreviation, the teacher's first name, the first letter of the last name and the word Accounting office A. (example: Institution Pirkko O Accounting office A).

4) Update the teacher's company to an accounting office

When the teacher's company has been established, proceed as follows:

Send a support request to Netvisor customer service at tuki.netvisor@visma.com.
State the name of the established company in the support request.
Ask customer service to change the status of the established company to an accounting office.

This is crucial so that students can establish their test companies under the teacher's company and the teacher gets permissions to all students' test companies.

5) The teacher establishes students as users in their own accounting office

If you want other teachers to have access to the same accounting office, proceed as follows (you can open the function by selecting Company menu > User management > Establish a new user):

Add or establish the other teachers in the accounting office in the same way as in step 2.
Do this before establishing the students' companies so that the other teachers also get access to the companies established by students.

Add the student to the teacher's company with the following settings:

Name the student as follows: Institution.Firstname.Lastnameyear (e.g. Institution.Simo.Salminen2019).
Set a password for the student (e.g. "Netvisor"). Instruct the student to change the password later in Netvisor by selecting from the top right corner under their own name > My basic settings > enter a new password, confirm and save.
Set the validity period of the student's username to the planned study time + three months.

6) Students establish their own companies and make necessary initial settings

When the student has been added as a user in the teacher's accounting office, the student establishes their own company and makes the initial settings as follows (you can open the function by selecting Company menu > Service management > Open a new client company):

Generate the Business id with the generator at https://telepartikkeli.azurewebsites.net/tunnusgeneraattori.
Define the company name and contact information freely.
Select the company form. The company form determines the specification of accounts to be used. This choice cannot be changed retroactively.
Select any revenue class.
Select the Premium package and switch on all additional services.
When establishing the company, create an optional user. You can set a personal identification number for this user with the ID generator.
Add permissions to sales and purchase ledger permissions by selecting Company menu > Sales and purchase ledger permissions.

Continue the initial settings as follows:

Establish a virtual environment bank account and assign it an accounting account by selecting Company menu > Bank accounts > Create a virtual environment bank account. Select the setting "Account available on invoice forms".

7) The teacher changes the students' permissions to be more limited

When the student has logged in once and established their practice company, edit the student's permissions to be more limited (you can open the function by selecting Company menu > User management > Permission management):

Change the student's permissions as shown in the image after establishment.

When the student logs in after the permissions have been edited, they will receive the notification below on the homepage but can proceed to their own company as shown in the image.

Instruct the student to set their own company as the default login company from the section shown in the image.

Frequently asked questions

How is the educational institution's Netvisor training environment taken into use?
An own Netvisor environment is established for the educational institution on the training side, a contact person with extensive permissions is added to the environment, and after this the teachers and students are established in the order described in the guide.
Why must the teacher's company be changed to an accounting office?
The teacher's company is changed to an accounting office so that students can establish their test companies under the teacher's company and the teacher gets permissions to all students' test companies.
How are students named and what kind of permissions are given to them?
The student is named in the format Institution.Firstname.Lastnameyear, they are given a password and a validity period (study time + three months), and when the student has established their practice company, the teacher changes the student's permissions to be more limited.
How does a student establish their own practice company?
The student generates a Business id with the generator, defines the company's basic data, selects the company form and revenue class, takes the Premium package and additional services into use, establishes a user, adds sales and purchase ledger permissions and establishes a virtual environment bank account.
Who can establish new teachers as users in the training environment?
New teachers can be established by the educational institution's contact person or already added teachers in the manner described in the guide.

Keywords: training environment, educational use

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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