Point-of-Contact

Welcome to Vision! If you have been assigned the Vision’s Point-of-Contact for your company, you will be working with the Support Team one-on-one and will become a super user!

The Point-of-Contact plays an important role in implementing processes given from the Support Team to your company’s Vision Users. The Point-of-Contact will be trained and supported within the software, they will be serving as the coordinator and focal point of information for their company. This means they will be attending all trainings between their company and the Support Team.

They will report data and information to the Support Team during the implementation process. They will understand how and when to reach the Support Team and communicate that the Point-of-Contact is the bridge to support for their team. They will best know the roles within Vision and understand how to submit a feature request. They will report release notes and software changes to their team. They also will play a major role in setting up and maintaining service areas, packages, and workflows.

Overall, you will help your team navigate the day to day processes to set up your company to become successful within Vision!

Quick Jumps

• Release Notes - Find the latest updates in the systems and how those will best support your business.

• Feature Requests - Learn how to submit a request.

• Contact Us - Vision’s Support Team is here to help you succeed! Find the best way to reach us here.

• 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.