This instructions explains how to invite a new user to Netvisor. Access rights management is described in more detail in the instructions: Users and access rights – adding and management of access rights.
CONTENT
- Access rights management
- Inviting a user (inviter’s process)
- Inviting a user (invitee’s process)
- Frequently asked questions
Access rights management
From 1 April 2026 onwards, adding a new user to Netvisor takes place via an invitation process. The invitation verifies the user’s identity with bank authentication and two-factor authentication (email and text message) before the user administrator user approves the user and adds access rights for them.
If you want to add rights for a user to another Netvisor environment, this can be done according to the instructions Authorizing a user to another company. In that case, the invitation process does not need to be used.
Users with the User administrator role (KH) and/or the Accounting office administrator role (TPK) can invite users to the company. The company itself (or the accounting office) is responsible for the correctness and management of access rights. Changes to access rights can be made by Netvisor specialists only in exceptional cases. In such cases, a written request must be submitted by the administrator of the company’s Netvisor environment or a person with signing rights for the company.
Access rights are managed on the Users and roles page. In this view, you can review the users who have been approved for the active company. Active users are listed first. An active user can log in to the Netvisor environment of the respective company. Passive users are users whose access rights validity period for the respective company has ended, and a passive user cannot log in to the company but will receive an error message “Access rights expired” when attempting to log in. A passive user can be changed to an active user by selecting the user > Edit user login settings > Define access rights validity period.
In the renewed Users and roles view, users can be searched by roles, name or base company. The view can also be sorted by clicking the column names.
Management of invited users of the company is done in the User invitations view. In the User invitations view, you manage users invited to the company whose invitation process is overdue, the invitation has been sent, or the user is waiting for approval.
User invitations can also be managed in the My Netvisor view. In the User invitations view of My Netvisor, the user administrator can review and manage invited users of all environments where they are a user administrator.
In future, it will not be possible to add company-specific personal data for a user, such as name; instead, the user’s personal data will be the same regardless of the company. Contact information, such as phone number and email, can still be defined per company.
Inviting a user (inviter’s process)
1. Creating a new user for a company is done via Company menu (company name at the top left) > Users and roles. In this view, you can see the environment’s active and passive users. You can start the invitation process on either the Users and roles or User invitations tab.
2. A user can be added via the Authenticate to add user function. Adding a new user requires strong authentication to verify the identity of the user administrator. Strong authentication can be performed with the Netvisor mobile app or bank credentials.
3. After successful authentication, the Users and roles or User invitations view opens, depending on which view the authentication was performed in. A new user can be added via the “Invite user” section.
4. A new window opens for creating the user, where you select how the user is added. A user with Finnish online bank credentials can be added from the company’s employees or by selecting Invite new user and entering the user’s name, email and phone number. The invitee’s personal identity code does not need to be handled. There are separate instructions for adding a foreign user: Adding, inviting and logging in a foreign user.
5. Once the user’s details have been entered, select Send invitation. An invitation message is sent to the invitee’s email address. The message contains instructions and an invitation code that must be activated within 72 hours. For the user administrator, an overdue invitation is shown in the Netvisor user interface with the status Invitation overdue. By clicking the invitee’s name, a view opens where the invitation can be resent. In this view, you can also edit the invitee’s contact information.
6. When the user has successfully completed the authentication process, the invitation status in the user interface changes to Waiting for approval. The user administrator can approve the invited user by clicking the user’s name. The invited user can be approved by a different user administrator than the one who sent the invitation. The user administrator must verify that the invitee’s name matches the information obtained via strong authentication. If the information matches, select Approve and continue. If the name information does not match, the user administrator must contact the invitee or a P-role user, if the invitee was added from the company’s employees, to clarify any discrepancies. However, the system allows approving a user whose name information does not match. If the user was added from employees and the personal identity code in the employee list does not match the personal identity code obtained via strong authentication, the system will notify about this and approval cannot be completed. In that case, the personal identity code must be checked and the user invited again if necessary.
7. After approval, the user’s access rights are defined. Access rights can be changed later on the Users and roles page. After defining the access rights, select Create user. The user is then moved from the User invitations view to the Users and roles view. At the same time, a notification of completed approval is sent to the invited user by email and they can log in to Netvisor.
Inviting a user (invitee’s process)
1. The company’s TPK or user administrator starts the invitation process in Netvisor. The user’s name, email and phone number are required for the invitation.
2. The user receives an email from Netvisor containing an 8-character confirmation code. For security reasons, there are no direct links in the email.
3. The code received by email must be entered on the page https://login.netvisor.fi/fi. Select Activate your invitation code and authenticate with your online bank credentials.
4. After authentication, a view opens where the 8-character invitation code is entered. The code is valid for 72 hours from sending. If the code is entered incorrectly more than 3 times, the invitation is locked and the user administrator must send a new invitation. If the invitation code is overdue, the user will be notified of this and the user administrator must start the invitation process from the beginning.
5. When the 8-character invitation code has been entered successfully, an SMS confirmation is sent to the user. The SMS code is valid for 10 minutes. If the code does not arrive, it can be ordered again up to three times.
6. After the user has successfully completed the authentication process, the company’s user administrator must still review and approve the user. The invited user will receive an email notification once the approval has been completed. The user therefore cannot log in to Netvisor immediately after completing the invitation process. Netvisor support cannot approve the user; approval is always done by the user administrator of the company’s Netvisor environment.
7. After approval, the user can subsequently log in to Netvisor either with the Netvisor mobile app or with their online bank credentials.
Frequently asked questions
The user is not added with a personal identity code; is adding the user secure?
Yes, adding the user is secure. For Finnish users, security is based on three complementary factors:
- Authentication with bank credentials – The user authenticates with their bank credentials, whereby the correct personal data is transmitted to the system. The personal identity code is not handled in the user interface, but it is stored securely in the background system.
- Email confirmation – The invitee proves that they control the email address to which the invitation was sent (8-character code).
- Text message confirmation – The invitee proves that they control the phone number entered by the administrator when sending the invitation (6-digit code).
The invited user does not receive the email
Check that the email address has been entered correctly. Ask the user to check their spam folder and other filters. The invitation is sent from the address noreply@netvisori.fi Cancel the invitation and send it again. If the invitation still does not reach the user, contact Netvisor support.
The user has been invited with an incorrect email address or phone number
In the User invitations view, click the name of the user who was invited with incorrect details. You can edit the invitee’s details and send a new invitation. The code of the previous invitation will no longer be activated even if the user tries to use it.
The invitation has been sent to the wrong user
In the User invitations view, click the name of the user who was invited incorrectly. Select Cancel invitation. The code of the sent invitation will no longer be activated even if the user tries to use it.
How quickly can the user log in after authentication?
The user can log in as soon as the user administrator has defined the access rights after the invitation has been confirmed. The user will receive a notification of this by email.
The user’s details change; do they need to be invited again?
If the user’s personal identity code changes, you must contact Netvisor support. If the user’s name changes, they do not need to be invited to Netvisor again, but the user must authenticate to Netvisor again using strong authentication.
Does the change also apply to special groups such as auditors and tax inspectors?
In future, auditors and tax inspectors can also be added by the user administrator. If the base company of an auditor or tax inspector needs to be changed, you must contact Netvisor support.
Does the user administrator receive a notification about users waiting for approval?
The user administrator does not receive a separate notification when the invitee has authenticated. However, the user administrator can easily review the user invitations of all companies where they are a user administrator in the User invitations view of My Netvisor. The view also shows invitations sent by other user administrators, and the same user administrator does not need to complete the entire process.
I want to add a user to another environment; do they need to go through the invitation process again?
No. The user administrator can add rights for the person to another company where they also have a user administrator role. Open the user, authenticate to add access rights and then select Add new access rights. More detailed instructions: Authorizing a user to another company.
Can several invitations be sent to the same email address?
No. The system allows only one active invitation per email address. Cancel the previous invitation before sending a new one.
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