For the client level , you see the tabs shown in the figure:
Tab | Description | |
1 | Overview | Overview of integrations for the client. From here, you can edit the name of the client and change the Client level (Start, Smart, or Complete). You can also add new integrations and extensions on this tab. NOTE: The Multi-company setting is only available for Cloud Agent versions such as Visma Business or Visma Global. |
2 | Companies | Overview of all companies in your client. From here, you can delete companies and all data related to this company. |
3 | Users | Overview of users in the client. You can also add and remove users on this tab, and grant them administrator rights.
NOTE: You cannot remove users from the Group level here. |
4 | Roles | Overview of roles in the client. You can also add new roles on this tab. |