Administrators

Vision recognizes that every service provider operates with their own business practices and allows for these differences to be expressed by the system. The administrator role aims to help drive the process for incremental improvements within and across departments.

Vision's Support team works very closely with administrators to ensure the system's initial setup is ready to go out of the gate. Expect constant and continued communication on training, system updates and tips for success. 

Quick Jumps

• Admin Utilities - Manage the admin modules that affect initial system setup and ongoing use.  
• Authorization - Understand how to add and edit users or control user permissions. Permission settings are typically created and edited by the Admin role of the company. 
• Dashboard -  Learn how to change the dashboard report cards or how to create a new card. The Vision Dashboard serves as your homepage and can display cards with a variety of data depending on your preferred settings. 
• Workflow processes - Workflow processes display the tasks associated with a Workflow on a specific Subscriber page. 
• Tickets - Tickets are used to record ALL interactions and activities on a subscriber's account. There are an endless number of uses for Tickets. Templates can be created for recurring tickets for efficient and consistent tracking.