Activating Connect – choose your situation

Activating Connect – choose your situation

Elari is switching to Visma Connect: a new, more secure way of signing in. Other Visma applications already use Connect as well. In this article, you determine which situation applies to your organization and which article you should follow.


Want to know more about what Connect is exactly? Read What is Connect?.
You can find frequently asked questions in the Connect FAQ.
Tip: use the Connect migration tool for step-by-step guidance during the migration, tailored to your situation.


Which situation applies to your organization?

Situation 1: you already use Connect with another Visma application
For example with Visma.net Financials, Nmbrs or Youforce. This also applies if you currently still sign in to Elari with a password or with your own SSO: we then reuse your organization's existing Connect settings.
Go to: Activating Connect – you already use Connect with another Visma application

Situation 2: you sign in to Elari with email address and password
Your organization does not use Connect yet and employees enter a password themselves.
Go to: Activating Connect – you sign in with email address and password

Situation 3: you sign in to Elari via your own organization's Single Sign-On (SSO)
For example automatically via your organization's Microsoft or Google account, while you do not use Connect yet.
Go to: Activating Connect – you sign in with Single Sign-On (SSO)

Info
Not sure which situation applies?
  1. Do you already sign in to another Visma application via a Visma sign-in screen? Then situation 1 applies, even if signing in to Elari currently works differently.
  2. Do you enter a password yourself on Elari sign-in screen? Then situation 2 applies.
  3. Do you see your own organization's sign-in screen? Then situation 3 applies.
Still in doubt? Check with your IT department.

What happens during the migration?

You start the migration yourself in Elari via Application management > General > Connect migration. The page shows per step what still needs to be done and only enables the migration button once your situation has been fully set up.

During the migration, Connect creates an account for every employee in Elari. What to expect:
  • The migration takes 30 to 60 minutes, depending on the number of employees.
  • Employees can keep working. They sign in the old way until the last employee has been migrated; after that, the Connect sign-in screen appears.
  • Employees who sign in with a password keep their own password. If it does not meet the Connect password policy, Connect asks for a new password the next time they sign in. See Password and 2FA policy in Connect.
  • After the migration, you can also open Elari via home.visma.com, where you see a tile for every Visma application you have access to.
Alert
Please note: the migration page remembers the status of the previous check. Have you just verified a domain or changed your SSO connection? Then click Check again to retrieve the current status from Connect.

Password and 2FA policy

The default Connect password and 2FA policy is described in a separate article: Password and 2FA policy in Connect. There you can also read what you can adjust yourself for your organization.