This guide answers frequently asked questions regarding access rights. You can open access rights management by selecting from under the company name Company menu > Users and access rights > Users and roles. Only users with the accounting office administrator (TPK), user administrator (KH) or auditor (TT) role have access to this view. Of these, TPK and KH users can edit other users' access rights. 

CONTENTS

Adding a user and roles

How to add a new user? 

Managing access rights requires a KH role and/or a TPK role.

  1. Select from under the company name Company menu > Users and access rights > Users and roles > Authenticate to add user.
  2. Perform strong authentication with the Netvisor mobile app or bank credentials to verify the identity of the user administrator.
  3. Wait for the Users and roles view to open after successful authentication.
  4. Select Add user.
  5. In the opening view, select the identification method:
    • Add a Finnish user with a Finnish personal identity code.
    • Add a foreign user with a Netvisor identifier.

More information on adding a new user: Users - adding and managing access rights

How to add an accounting office administrator (assigning TPK role)

The TPK role can only be added by another TPK or KH + administrator.

  1. Make sure that you have a TPK role or KH role and that you are the company administrator.
  2. Add the TPK role to the user via permission copying.
  3. In exceptional cases, ask Netvisor support to add the TPK role based on a written request.
  4. Note that once the user has the TPK role, they are automatically added as a user to new companies established by the accounting office.

More information on permission copying:  Permission copying

Adding an auditor and access rights

An auditor can be added and removed with KH (user administrator) or TPK (accounting office administrator) rights. If the company uses Netvisor Payroll, adding an auditor requires KH + administrator rights or TPK access rights. In exceptional cases, the rights can be added via support based on a written request.

  1. Add the auditor to the company's environment as a user like any other new user. See: adding a user.
  2. Give the auditor the following access rights:
    • Accounting: browsing rights + Auditor (TT) role.
    • Payroll: browsing rights + Payroll accountant (P) role.
  3. Make sure that the auditor's basic company is Netvisor Auditors so that the auditor can later be added to other companies as an auditor without issues.
  4. If the auditor's basic company is something other than Netvisor Auditors, please contact Netvisor customer support to correct the basic company.

Financial period archive rights - how to add?

Financial period archive access rights are set per user.

  1. Make sure that you have user administrator (KH) rights in the company. The user administrator can also edit their own rights.
  2. Select from under the company name Company menu > Service management > Financial period archive access rights.
  3. Set financial period archive access rights for the desired users.
  4. If you allow a user to save material to the financial period archive, make sure that the user's basic rights include editing rights to the financial period archive.

More information on financial period archive rights: Financial period archive rights

How can I assign the Payroll accountant (P) role to a user? 

The Payroll accountant (P) role can be assigned by:

  • The company administrator who also has user administrator rights (KH).
  • The accounting office administrator (TPK), if the request comes from an accounting office client.

More information on the payroll role: Access rights: Payroll accountant role (P role)

Basic company in Netvisor

Basic company and what it means?

The basic company is the company to which the user was originally established in Netvisor.

  • You can see users' basic company in the Users and roles listing in the Basic company column.
  • If the basic company shows ***, the user's basic company is a company to which you do not have access rights.

More about the basic company: Basic company in Netvisor

Changing the basic company

Note the following regarding changing the basic company:

  • If a user's right to their basic company is removed, the user cannot log into any other company, even if they have rights to them.
  • When login is blocked due to the basic company, a pop-up window opens on the next login, from which the user can select a new basic company.
  • If the pop-up window is not shown, Netvisor support can change the basic company.
  • Users cannot change other users' basic company.

The basic company cannot be changed in Netvisor in a situation where it is desired to change it without other changes in access rights. If a user needs to change the basic company, please contact Netvisor support. 

Removing a user and access rights

How to remove a user?

Only users with KH and/or TPK roles can remove users' access rights. 

  1. Select from under the company name Company menu > Users and access rights > Users and roles.
  2. Open the user by clicking the user's name.
  3. Select the Other user permissions link to see the user's access rights in all companies.
  4. Remove access rights by clicking the link in the Remove column on the row of the company to be removed.

More information on removing a user: Users - adding and managing access rights

I see my former companies in my menu, how do I remove my access rights?

Users cannot remove themselves from a company; instead, access rights are managed by the company's KH and TPK users. If you see companies in the company search menu that you should no longer have access to, you should primarily contact the company to have your access rights removed.

How to remove access rights from a user? (e.g. removing the TPK role)

Removing the TPK role is done using the permission copying tool.

  1. Make sure that you have user administrator (KH) and/or accounting office administrator (TPK) rights in the companies to which access rights are being copied.
  2. Make sure that the user performing the copy has at least some rights (no "no rights" profile in the sales, products, purchases and financial management section), so that the tool opens.
  3. Copy access rights to the user from a person who does not have the TPK role.

Company administrator

How to add/change the company administrator?

  1. Make sure that you have a KH role.
  2. Select from under the company name Company menu > Users and access rights > Users and roles.
  3. Select the More actions button above the user listing.
  4. Select Set company administrator.
  5. Select the desired user as the company administrator from the menu.

Administrator rights

The administrator role authorizes the following actions:

  • Implement, enable, activate, start using service sections
  • Signing contracts in the service
  • If the administrator also has user administrator rights (KH), they can:
    • Add other KH-level users to the company.
    • Grant Payroll accountant rights to necessary individuals.

Note that the administrator does not automatically receive all rights or access to service sections, but must be given the necessary access rights and roles as usual.

Factual verification and approval rights

What access rights are needed for factual verification and approval of purchase invoices?

Define the following rights for the user:

  • Accounts payable basic functions (editing)
  • Accounts payable views and lists (editing)
  • In sales and accounts payable rights, the right to factual verification and/or approval of purchase invoices

More about factual verification and approval of purchase invoices: Sales and accounts payable rights and Factual verification, posting and approval

What access rights are needed to edit purchase invoice details?

To edit purchase invoice details, you need:

  • Editing rights to accounts payable views and lists
  • Editing rights to accounts payable basic functions

Payment rights

What access rights are needed to pay purchase invoices?

To pay purchase invoices, you need:

  • Purchase invoice payer right in sales and accounts payable rights
  • Editing rights to payments in function-specific rights under accounts payable

More information on paying purchase invoices: Paying purchase invoices

What access rights are needed to pay bank transfers?

To pay bank transfers from Netvisor, you need:

  • Bank transfer payer right in sales and accounts payable rights
  • Editing rights in function-specific rights to Payments
  • Editing rights to bank transfers

More about paying bank transfers: Approval and payment of bank transfers

What access rights are needed to pay salaries?

To pay salaries, you need:

  • In payroll function-specific rights, editing rights to Payroll > Payments
  • Purchase invoice and salary payer rights in sales and accounts payable rights
  • If the salary payer also pays bank transfers, bank transfer payment rights

What access rights are needed to pay travel expense reports?

To pay travel expense reports, you need:

  • In payroll function-specific rights, editing rights to Payroll > Payments
  • Purchase invoice and salary payer rights in sales and accounts payable rights
  • If the salary payer also pays bank transfers, bank transfer payment rights

Controller access rights

What access rights are needed for using Controller?

Each Controller user must have "Access to Controller page" in function-specific rights. This right is included by default in the All rights profile.

  • A user with the accounting office administrator role (TPK) automatically gets Controller administrator rights.
  • Without the TPK role, the user must have in the company where the service is to be implemented one of the following Netvisor rights in order to access Controller:
    • Accountant (KP)
    • User administrator (KH)
    • Accounting office administrator (TPK)
    • Company administrator
    • Company user profile
    • All rights profile

Adding users to Controller after implementation

  1. Make sure that you are a Controller administrator.
  2. Select the Add new button in Controller.
  3. Select whether the user is added as an administrator or as a user.
  4. Note that you cannot edit your own access rights.
  5. If a user moving to Controller does not have rights to the Controller section, the user is notified of the lack of access rights and shown the name of the administrator to contact.
  6. Wait until Controller data has been updated at least once after adding the user so that the user becomes selectable in Controller.
  7. If you want to add a user who has just been established in Netvisor, update Controller data manually and then select this new user in Controller.

More information on Controller implementation: New Controller - implementation and access rights

Logging into Netvisor

Why can't I log into Netvisor?

Common reasons why login is blocked:

  • The user does not have a valid access right to their Netvisor basic company. As a result, logging into the service is blocked. In this situation, follow the instructions on changing the basic company: Changing the basic company
  • The user is established in Netvisor only as an employee. An employee can log into the Netvisor browser version only if they are also established in Netvisor as an actual user. Just having employee status is not enough. The user can be added directly from employees as a user, see the guide: Adding a user from company employees

Can I choose which company opens by default when I log into Netvisor?

You can select the company you use the most as your default login company.

  1. Open the company search.
  2. Select the desired company.
  3. Select the option Set as default login company under the company search.

More information on the company menu and navigation in the interface: Navigation in the interface

How do I log into the Netvisor Mobile app?

You can log into the app without Netvisor user credentials, but you can only log into the Netvisor browser version if the person is also established in Netvisor as an actual user (just being an employee is not enough). 

There is a separate guide for logging into the service with the Netvisor mobile app here. The guide also contains more detailed information, for example on inviting a foreign user (= no Finnish bank credentials).

Logging in as a foreign user

The primary way to log in and implement, enable, activate, start using the Netvisor mobile app is Finnish bank credentials.

  • If a foreign person does not have Finnish online banking credentials and cannot obtain them, you can invite them as a Netvisor mobile app user.
  • A foreign user can be invited by a person with the user administrator (KH) or accounting office administrator (TPK) role.

The invited user:

  • Sees the sender of the invitation and the company name.
  • Receives a 16-character activation code, which they must enter into the Netvisor mobile app.
  • Completes the authentication by entering into the app the 6-digit confirmation code received via SMS.

More about adding, inviting and logging in as a foreign user: Adding, logging in and inviting a foreign user

Frequently asked questions

  • How do I add a new user to Netvisor?
    Add a new user in the Users and roles view via the Authenticate to add user function and perform strong authentication before entering the user details.
  • Who can grant or remove the TPK role?
    The TPK role can be granted or removed only by another TPK or a KH who is the company administrator, using the permission copying tool, or in exceptional cases by Netvisor support.
  • Why can't I log into Netvisor?
    Usually the reason is a missing access right to the basic company or the fact that you have been established only as an employee and not as an actual user.
  • How do I change my basic company?
    Select a new basic company in the pop-up window that opens when logging in, or ask Netvisor support to change the basic company if the pop-up window is not shown.
  • How do I remove a user from a company?
    Open the Users and roles view, select the user, open Other user permissions and remove company-specific access rights via the Remove link.
  • What rights do I need to pay purchase invoices?
    You need the purchase invoice payer right in sales and accounts payable rights and editing rights to payments in accounts payable function-specific rights.
  • How do I grant an auditor rights in Netvisor?
    Add the auditor as a user and grant Accounting browsing rights and the Auditor (TT) role, as well as Payroll browsing rights and the Payroll accountant (P) role.
  • Can a user remove their own access rights from a company?
    No. Access rights are managed by the company's KH and TPK users.
  • How can a foreign user log into Netvisor without Finnish bank credentials?
    Invite the foreign user as a Netvisor mobile app user with a KH or TPK role and instruct them to use the 16-character activation code and the confirmation code received via SMS.

Keywords: faq, frequently asked questions, access rights, login, payment

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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