This Help covers the implementation and permissions for Controller, as well as the transition from old Controller to the new Controller.


Implementation and permissions

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.

A user with the accounting office administrator role (TPK) automatically receives Controller administrator rights.

  • If you do not have the TPK role, make sure that you have at least one of the following Netvisor rights for the company in order to access Controller:
    • Accountant (KP)
    • User administrator (KH)
    • Accounting office administrator (TPK)
    • Company administrator
    • Company user profile
    • All rights profile

After implementation, add other Netvisor users as Controller users in Controller user management.

  1. Open Controller by selecting Controller from the top bar in Netvisor.
  2. Select Controller > User management.
  3. Select "Add new" and add the user as an administrator.
  4. Define the user’s permissions for different Controller functionalities:
    • You can restrict permissions to read or edit rights.
    • For example, you can give read-only rights to Controller reports and edit rights to the dashboard.

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.



If a user is removed from Netvisor, remove their Controller user status separately.

  1. Remove the user from Netvisor as usual.
  2. Open Controller by selecting Controller from the top bar in Netvisor.
  3. Select Controller > User management.
  4. Remove the user’s Controller user status in the User management view.

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.


The Controller user management page is visible only to the Controller administrator.

  • If a user does not see the Controller user management page, make sure they are set as a Controller administrator.
  • The administrator can manage Controller permissions for other individuals.

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:

  1. Note that the new Controller is automatically included in Professional and Premium packages starting from 1.4.2022.
  2. 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.
  3. 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:

  1. Open the new Controller.
  2. 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 new". The administrator can grant users read or edit rights to different Controller functionalities. Own permissions cannot be edited.

Question: What rights do I need to access Controller?
Answer: The accounting office administrator (TPK) automatically receives Controller administrator rights. Without the TPK role, you need one of the following for the company: Accountant (KP), User administrator (KH), Accounting office administrator (TPK), Company administrator, Company user profile or All rights profile.

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.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.