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Manage Teams and Users

Manage teams and users from within the Vision website portal.

Set up teams first so you can add users to the pre-existing teams.

Add Teams
  1. Click on the Admin tab from within the Vision Menu.
  2. Select Teams.
  3. Click ADD NEW.
  4. Click in the Team Name field and add the Team Name.
  5. Add Managers and Template Folders from the two dropdown menus.
  6. Click Save.
Add Users
  1. Within the Admin tab select Users.
  2. Click NEW USER.
  3. Enter the appropriate information (First Name, Last Name, and Email).
  4. Select one Team and one role for Permissions.
  5. Click Save.
Notification Preference

Access the Notification Preferences field by editing each user's profile.

Choose one or both of the notification options:

  • Email Notifications
  • Desktop Notifications
Mass Update

To update many users at once:

  1. Click on the Mass Update button.
  2. If needed, select the users under the Select Users field.
  3. If you accessed Mass Update form a Team page, this field is prepopulated with that team.

  4. Set one or more of the following attributes for all selected users:
    • Role.
    • Team.
    • Notification Types.
  5. Click Mass Update

Release Notes

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