Creating groups

You can create and assign users to groups in Visma Addo. A group can have its own templates. As an example a HR group can contain templates relevant to a HR task as requesting signatures on recruitment contracts. Follow this guide and learn how to set up groups in Visma Addo.

Watch the video or read the guide below.

Creating a group

  1. Click on Account in the top menu and the Select Users in the sub menu. At the right you will find the list of the groups. The list contains information as group name, amount of members and how the group administrator is.
  2. Click the green button Add new group.
  3. Give the group a name and a description.
  4. Click Save to save to group. The group will now be shown in the list of groups but without any members. 

Add users to groups

  1. To the left of the list of groups, you will find the list of users. 
  2. Selected the users you want to add to a group by checking the box to the left of the users name.
  3. Go to the bottom of the user list and choose from the dropdown which group the users should be added to.
  4. Then click Add.

You can deactivate a group if it is no longer needed. A deactivated group can easily be reactivated. If you choose to instead delete a group it is not able to be undone.

Contact support

Please contact our support team, if you can't find the answers you are looking for:

addo@visma.com

Visma Addo Enterprise

Do you want to integrate digital signature with your business systems and business processes? Please contact us to learn more about Visma Addo Enterprise:

lars.nygaard@visma.com