{"id":40465,"date":"2026-03-11T18:16:56","date_gmt":"2026-03-11T17:16:56","guid":{"rendered":"http:\/\/Customer%20Success%20team"},"modified":"2026-03-11T18:18:04","modified_gmt":"2026-03-11T17:18:04","password":"","slug":"foretagsmallar","status":"publish","type":"docs","link":"https:\/\/oxceed.com\/se\/support\/installningar\/foretagsmallar\/","title":{"rendered":"F\u00f6retagsmallar"},"content":{"rendered":"

Som administrat\u00f6r i Oxceed har du m\u00f6jlighet att justera vilka rapporter, nyckeltal och \u00f6versiktssidor som visas f\u00f6r respektive f\u00f6retag, och d\u00e4rmed styra vad anv\u00e4ndarna har tillg\u00e5ng till. F\u00f6r organisationer med flera f\u00f6retag kan detta arbete bli tidskr\u00e4vande. F\u00f6retagsmallar \u00e4r d\u00e5 en funktion f\u00f6r att effektivisera processen genom att tilldela flera f\u00f6retag samma inst\u00e4llningar och mallar.<\/p>\n

Vad \u00e4r f\u00f6retagsmallar i Oxceed?<\/h1>\n

En f\u00f6retagsmall i Oxceed \u00e4r en f\u00f6rdefinierad samling av rapporter, nyckeltal, \u00f6versiktssidor och andra inst\u00e4llningar som kan appliceras p\u00e5 ett eller flera f\u00f6retag. Ist\u00e4llet f\u00f6r att manuellt konfigurera varje f\u00f6retag individuellt, skapar du en mall med de \u00f6nskade anpassningarna och till\u00e4mpar den sedan p\u00e5 de relevanta f\u00f6retagen.<\/p>\n

Skapa en f\u00f6retagsmall<\/h1>\n

Det finns tv\u00e5 huvudsakliga s\u00e4tt att skapa en f\u00f6retagsmall i Oxceed: fr\u00e5n grunden eller baserat p\u00e5 ett befintligt f\u00f6retag.<\/p>\n

Skapa en ny mall fr\u00e5n grunden<\/h2>\n
    \n
  1. Navigera till inst\u00e4llningar: G\u00e5 till “F\u00f6retagsmallar”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
  2. L\u00e4gg till ny mall: Klicka p\u00e5 knappen “L\u00e4gg till mall”<\/strong>.<\/li>\n
  3. V\u00e4lj objekt: V\u00e4lj vilka objekt som ska ing\u00e5 i mallen. Om du till exempel klickar p\u00e5 “Balansrapporter” f\u00e5r du upp alla tillg\u00e4ngliga rapportmallar i prenumerationen. Anv\u00e4nd pilarna f\u00f6r att v\u00e4lja vilka rapportmallar som ska appliceras.<\/li>\n
  4. Spara: N\u00e4r du \u00e4r n\u00f6jd med din f\u00f6retagsmall, klicka p\u00e5 “Spara”<\/strong>.<\/li>\n<\/ol>\n

    \"\"<\/p>\n

    Skapa mall fr\u00e5n ett befintligt f\u00f6retag<\/h2>\n

    Om du redan har ett f\u00f6retag med en upps\u00e4ttning rapporter och nyckeltal som du \u00e4r n\u00f6jd med, kan du enkelt skapa en mall utifr\u00e5n detta.<\/p>\n

      \n
    1. G\u00e5 till f\u00f6retag: G\u00e5 till “F\u00f6retag”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
    2. V\u00e4lj f\u00f6retag: Hovra \u00f6ver det f\u00f6retag du vill basera mallen p\u00e5.<\/li>\n
    3. Skapa mall: Klicka p\u00e5 hamburgermenyn (tre punkter) och v\u00e4lj “Skapa mall fr\u00e5n f\u00f6retaget”<\/strong>.<\/li>\n
    4. Namnge och spara: Ge f\u00f6retagsmallen ett namn och klicka p\u00e5 “Spara”<\/strong>. Den nya mallen hittar du sedan under “F\u00f6retagsmallar”.<\/li>\n<\/ol>\n

      \"\"<\/p>\n

      Till\u00e4mpa f\u00f6retagsmallar p\u00e5 f\u00f6retag<\/h1>\n

      N\u00e4r du har skapat dina f\u00f6retagsmallar \u00e4r det dags att till\u00e4mpa dem p\u00e5 dina f\u00f6retag. Detta kan g\u00f6ras p\u00e5 flera s\u00e4tt.<\/p>\n

      P\u00e5 ett befintligt f\u00f6retag<\/h2>\n
        \n
      1. G\u00e5 till “F\u00f6retag”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
      2. Hovra \u00f6ver det aktuella f\u00f6retaget.<\/li>\n
      3. Klicka p\u00e5 hamburgermenyn och v\u00e4lj “Till\u00e4mpa f\u00f6retagsmall”.<\/strong><\/li>\n<\/ol>\n

        \"\"<\/p>\n

        Fr\u00e5n f\u00f6retagsmallar-vyn<\/h2>\n
          \n
        1. G\u00e5 till “F\u00f6retagsmallar”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
        2. Hovra \u00f6ver den f\u00f6retagsmall du vill till\u00e4mpa.<\/li>\n
        3. Klicka p\u00e5 hamburgermenyn och v\u00e4lj “Till\u00e4mpa f\u00f6retagsmall”<\/strong>.<\/li>\n<\/ol>\n

          \"\"<\/p>\n

          Vid skapande av nytt f\u00f6retag<\/h2>\n

          N\u00e4r du l\u00e4gger till ett nytt f\u00f6retag i din prenumeration f\u00e5r du direkt m\u00f6jlighet att v\u00e4lja vilken f\u00f6retagsmall som ska till\u00e4mpas.<\/p>\n

          Redigera och ta bort f\u00f6retagsmallar<\/h1>\n

          Du kan enkelt redigera eller ta bort f\u00f6retagsmallar vid behov.<\/p>\n

          Redigera en f\u00f6retagsmall<\/strong><\/p>\n

            \n
          1. G\u00e5 till “F\u00f6retagsmallar”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
          2. \u00d6ppna redigeringsl\u00e4get genom att klicka direkt p\u00e5 f\u00f6retagsmallen, eller genom att klicka p\u00e5 hamburgermenyn och sedan “Redigera”.<\/li>\n<\/ol>\n

            Ta bort en f\u00f6retagsmall<\/strong><\/p>\n

              \n
            1. G\u00e5 till “F\u00f6retagsmallar”<\/strong> via inst\u00e4llningarna p\u00e5 prenumerationsniv\u00e5n.<\/li>\n
            2. Klicka p\u00e5 hamburgermenyn f\u00f6r den mall du vill ta bort och v\u00e4lj sedan “Ta bort”.<\/li>\n<\/ol>\n

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              Som administrat\u00f6r i Oxceed har du m\u00f6jlighet att justera vilka rapporter, nyckeltal och \u00f6versiktssidor som visas f\u00f6r respektive f\u00f6retag, och d\u00e4rmed styra vad anv\u00e4ndarna har tillg\u00e5ng till. F\u00f6r organisationer med flera f\u00f6retag kan detta arbete bli tidskr\u00e4vande. F\u00f6retagsmallar \u00e4r d\u00e5 en funktion f\u00f6r att effektivisera processen genom att tilldela flera f\u00f6retag samma inst\u00e4llningar och mallar. 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