In Visma Addo it is possible to create and organise groups of different users on your account. The advantage of dividing your users into groups is that it creates a better overview of what is relevant for the different users, but it also creates security in terms of who has access to what.

You might have chosen to create a group for HR and a group for sales. Each group wants a group administrator and a set of users. The users will only have access to the templates and the transactions that belong to the groups under which the user is created.

Create and manage groups in Visma Addo
Creation of groups
Add users to groups
Edit group
Extra: Handling of groups

Creation of groups

Administrator rights are required to create users.

1. Go to your User settings
2. In the left menu, select Users
3. Scroll down to the Groups field and click on Add new group.
4. Enter the name of the group (this could be a department, for example)
5. Click on Save

A new group has now been created and you therefore have the possibility to add users on your account to the different groups.

Add users to groups

Below the list of your users there is a field called Add selected users to, here you have the option to choose which group the selected users should be added to. You select users by tapping them to the left of their name in the list. 

If you have created your desired groups but want to add users, here is a guide showing you how to add selected users to specific groups. 

Note. Users have different roles and as in the case below, an Administrator will have full access over all settings, templates and transactions. Groups are for Group Administrators, Group Viewer and Standard Users. You can read much more about Addo's user hierarchy here.

1. Go to your User settings
2. Click on the Users tab on the left menu
3. Select the users you want to be in a group
4. Use the drop-down menu to select the group you want the users to be part of
5. Click on Add

You have now added the users to the selected groups. As you can see from the screen print above, you will be able to see the name, members, group administrator and current status of the group in the table.

Edit group

You can edit a group at any time, whether it's name, description, members or changes to the group's status. 

1. Select the group you wish to make changes to
2. You have an overview of the users and the possibility to change their Role in the group. This includes Group Admin, Group Viewer and Member (Default user)
3. By clicking on the red minus you remove a user from the group
4. You can deactivate or delete a group. If you choose to deactivate, you will always have the option to reactivate the group. In the overview of groups you can see the current status of the group.
5. Save information or any changes.

Extra: Handling of groups

Once you have created your groups they will be available under the Templates tab. This means that the selected users for the associated groups will be able to see the templates for their group. As shown in the screenprint below, an administrator will have the full overview.

1. Go to your user settings
2. Click on the Templates tab in the leftmost menu
3. In the top bar you will find the overview of groups.
4. On the right you will find a menu under "Actions" where you as an administrator can move a template from one group to another.

You can create a better overview by filtering your groups. This can be an advantage if you are a company with many transactions. For example, if there are users with multiple roles in different roles or a group administrator managing multiple groups.

1. Go to your Transaction Overview
2. In the bottom right corner you will find a cogwheel where you can decide which columns to display
3. Activate the "Group" column
4. In the "Group" column, you now have the option to use the drop-down menu to adjust what you want to display.