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Which roles can I use in Visma Autopay?

To use Autopay, you need an assigned role. Roles determine which pages and functions you can view and edit in the system, making administration both safer and simpler. A user can hold several roles simultaneously.

You assign roles in Flex HRM under System register > Autopay for bank payments.

If you use the Visma.net business system, you can also assign roles directly in Visma.net Admin. Please note that there are more roles in Autopay than required for bank payments via Flex HRM.

Overview of roles in Visma Autopay

Administrator

This role is most commonly assigned to you if you are going to create new Agreements.

  • Rights:
    • Can view and edit under Agreement, Company, Signing keys/private keys and Messages.
    • Can define authentication methods under Administration > Security

Approver

This role is for you if you are responsible for approving and cancelling payments.

  • Rights:
    • Can view and edit under Approval, Overview > Payments and Messages.
    • Has read-only access under Agreement.

Accountant

This role allows you to view and edit in overview views, but not to approve payments.

  • Rights:
    • Can only cancel payments under Approval.
    • Can view and edit under Overview > Payments and Overview > Files from bank.
    • Has read-only access under Agreement and Messages.

Payroll approver

This role is customised for those who are responsible for approving and cancelling payroll payments.

  • Rights:
    • Can view and edit under Approval, Overview > Payments and Messages.
    • Has read-only access under Agreement.

Payroll accountant

This role is customised for those who manage payroll payments without approving them.

  • Rights:
    • Can only cancel payroll payments under Approval.
    • Can view and edit under Overview > Payments, Overview > Download and Overview > Upload.
    • Has read-only access under Agreement and Messages.

Uploader

This role is required if the Company uses two-factor authentication (2FA) to send payments to Autopay. It is also needed if you are going to upload manual payroll files in the overview.

  • Rights:
    • Can send and register payments in Autopay.

 

Please note: This article is AI-translated. This means that linguistic errors or misunderstandings may occur.