• Fundamental Logo

    Vision Support

  • Menu
  • KNOWLEDGE BASE
    • Admin Utilities
      • Authorization
      • Calendar
      • Company Wide Dashboards
      • Contract Management
      • Credits
      • Locations
      • Network Events
      • Preseem Packages
      • Service Area Management
      • Service Items
      • Service Offers
      • Service Packages
      • Mass Shopping Cart
      • Subscriber Management
      • Email Templates
      • Support SMS
      • Tickets
      • Users
      • Workflows
    • Dashboard
      • Map Layers
      • Report Cards
    • Calendars
    • Contractor Portal
    • Inventory
      • Manufacturers
      • Purchase Orders
      • Vendors
      • Warehouse
    • Network
      • Circuits
      • Events
      • Hardware
      • IP Addresses
      • Monitoring
        • Monitoring Templates
      • Outside Plant
        • Contractor Users
      • Phone
      • VLANs
    • Operations
      • Billing
        • Batch Notifications
        • Batch Transactions
        • Check Processing
        • Credit Receipts
        • Invoices
        • Invoiced Packages
        • Payment Receipts
        • PDF Settings
        • Bill Message Admin
        • Reports
      • Inventory
        • Report Builder
        • Warehouses
      • Marketing
      • Network
        • Audits
        • Network Events
        • Reports
        • Report Builder
        • Track My Truck
      • Regulatory
      • Projects
      • Subscribers
      • Tickets
      • Workflows
    • Portal
    • Public Shopping Cart
    • Subscribers
      • Account Page
      • All
      • Attachments
      • Calendar
      • Contacts
      • Invoices
      • Locations
      • Notes
      • Onboarding
      • Payments
        • Recurring Payments
        • Credits
      • Portal
      • Reports
      • Services
      • Summary
        • System Cards
      • Tags
      • Tickets
    • User Settings
    • Workflow Processes
  • Roles
    • Administrators
    • Billing Department
    • Customer Service
    • Field Techs
    • Inventory
    • Marketing
    • Network Ops
    • Outside Plant
    • Point-of-Contact
    • Tech Support
  • Resources
    • Blog Posts
    • FAQ
    • How-to Videos
    • Icon Glossary
    • Implementation Process
    • Key Terms
    • Learn the Basics
    • Mobile Navigation
    • Search Tips
    • Training Curriculum
  • Integrations
    • 3-GIS
    • Calix Integration
    • Clearcable
    • Facebook / Meta
    • MikroTik
    • Preseem Integration
    • Ubiquiti Networks Integration
    • Five9
  • SUPPORT
    • Contact Us
    • Release Notes
    • Training Expectations
    • User Conference 2023
  • KNOWLEDGE BASE
  • Admin Utilities
  • Authorization

Authorization

Admin admin utilities authorization user groups roles edit

 Admin Permission Area 

The Authorization page under Admin Utilities will be your “go to” as you are onboarding your team into Vision. The Authorization page allows admins to view, edit, and add user groups and roles. Grouping users and assigning roles helps your team work more efficiently in Vision together. The permissions set on the authorization page will give access to your employees to be able to view certain items in Vision. For example, you will want your customer service team to be in a group and have access to subscriber information. All new users added into the system will receive basic Vision user permissions. Additional group assignments are then made by an admin. Learn more about Adding a New User here. 

  • Add a New Group
  • Assign Users to a Group
  • Add Roles to a Group
  • Edit a Group
  • Delete a Group
  • Roles
  • Permissions

 


Groups will be displayed in alphabetical order. Displayed will be a description, assigned users, and roles. Roles and permissions can be viewed by clicking on their corresponding tabs at the top of the page.

To add a new group, click on the floating action buttonadd_circle-24px.svg in the lower right hand corner of the screen. 

Groups.png      Group_3.png

Add a New Group


Add a name and description for the group. Check Default Group? if you would like newly created users to be automatically added. When finished, click ADD GROUP. We're now ready to add users and roles to the new group.

Admin_Authorization2-6_1_20.png

 

Assign Users to a Group


Clickmore_vert-24px.svg next to a group, then click Assign Users to Group. Choose users using the drop down menu, then click ADD USERS.

Admin_Authorization3-6_1_20.png

Add Roles to a Group


Clickmore_vert-24px.svgOptions next to a group, then click Add Roles to Group. Choose roles using the drop down menu, then click ADD ROLES.

Admin_Authorization4-6_1_20.png

Edit a Group


Clickmore_vert-24px.svgOptions next to a group, then click Edit Group. Make any necessary changes, then click EDIT GROUP.

Admin_Authorization5-6_1_20.png

Delete a Group


Clickmore_vert-24px.svgoptions next to a group, then click Delete Group.

Admin_Authorization6-6_1_20.png

Roles


The Roles tab will show the abilities that each Role has within Vision.

Admin_Authorization7-6_10_20.png

Permissions


The Permissions tab shows the Permissions that make up Roles.

Admin_Authorization8-6_10_20.png
Previous

Workflows

Next

Calendar

Copyright © 2023 Vision Support
Back to Top