Users

Admin Permission Area 

The Users page within Admin Utilities is where administrators create and manage their employees' profiles. You will be able to see your employees’ contact information and task assignments. For any reason you can always go back in and edit someone’s information. When you add a new user, they will receive a verification email. Once they are verified, you can confirm that on the Users page. If for some reason they did not receive that email have them look in their spam folder or you can resend a verification email. Once a new user has been added into the system, be sure to set up accurate permissions by assigning them to one or more groups. Learn more about Authorizations here.

View User


Click on a User to view more details. Here you can view:

  • User Data - name, phone number, email, picture, associated color, etc. ​​​​​​
  • Dates - creation date, last login, number of logins, etc.
  • Dashboard - the user's dashboard items​​​​​​​
  • Alert Methods - how the user gets alerts generated by Vision​​​​​​​
  • Tasks - specific tasks within a workflow that a user is assigned to ​​​​​​​
  • Task Assignments - specific workflows that the user is assigned to​​​​​​​
  • Search Preferences - preferred search types 

Click EDIT to make changes.

Example User.png

View Tasks and Task Assignments


Under the Tasks tab, view specific tasks that a user is assigned to within a workflow.

Click on a type to view the workflow details. 

Example 1: 

View Tasks.png

Example 2: 

View Tasks_2.png

Under the Task Assignments tab, view the individual workflows that the user is assigned to. 

Example 1: 

Task Assignments.png

Example 2: 

Task Assignments_2.png

Edit User / Resend Verification Email


To resend a verification email to a user, select Admin Utilities from the main menu. Then click Users. Then click on the specific user that needs the verification sent. Then click EDIT in the lower right-hand corner.

Edit User.png

In Edit mode of a user account, click the FAB add_circle-24px.svg then email-24px.svg to resend the verification email to a user.

Verification Email.png

Under User Data you may update the user's system information such as their picture, and username, as well as associate a Warehouse.

Click UPDATE after making edits. Click SET USER INACTIVE to remove a user's access to the system. 

Edit User Data.png

The Change Password tab allows you to reset the user's password. This action can also be completed by the user themselves under their User Settings or at the Login screen to trigger a Reset Password email.

  User_Edit_Password.png

The Dashboard tab allows you to select and update the available dashboards for a specific employee. 

Dashboard_2.png

If the Dashboard tab is not displaying any available dashboards, verify that the user has the appropriate authorization to view the applicable dashboards. 

Select or deselect the applicable dashboards, then click UPDATE DASHBOARD SELECTION. To reset dashboard selections, click RESET. 

Change how the dashboards are displayed by dragging and dropping them into a different order under Order Activated Dashboards.

Click SAVE DASHBOARD CARD ORDER to save the order of the cards.

Edit Dashboard.png

Click the FAB add_circle-24px.svg then alarm_add-24px.svg to add alert methods for this user.

Add Alert Methods_2.png

Edit Tasks


Select EDIT in the bottom right-hand corner of the User profile, then click on the Task Assignments tab.

Click on a line item under the Task column to view and add users to the task. 

Click on the Assign To: drop down menu and select the Vision User to assign the task to. Multiple users can be assigned. Click the  icon to add user to the assignment.

Manage Task Assignments.png
Select User Assignment.png
Task Assignments_3.png
Remove Task Assignment.png
Remove Task Assignment_2.png

Add User


At the bottom right-hand corner of the User Employees page, click the FAB. Enter the user's email address then enter a password following the guidelines below. Then click CONTINUE.

Add User.png

Enter user details and username, then click SUBMIT.

Add User_2.png

Reactivate a User


The list of users is defaulted to Active users and to see a user that was set as Inactive the column filter can be changed to view Not Active users. 

user.png

After finding the User that needs to be reactivated click on the User and click Edit to change the status of the user. In the bottom right hand corner Click Set User Active to reactivate the user to the system

Active.png

The User will now be able to use the system after setting them to active. 

Default Summary Card Layout


Click the settings-24px.svg icon to view the default user subscriber summary card layout. Select or deselect the boxes to collapse street view or maximize the subscriber screen automatically. 

Choose the cards to display from the drop-down menu, then click NEXT. 

Click the3-dot icon on the card to edit the display card height and width. Click and drag the display cards around to move their positions.

Select SAVE CHANGES in the bottom righthand corner to save the display changes. 

The default settings will be applied to new users that are added to the system and will not override any existing user settings. 

Learn more about Subscriber Summary Cards

Default Summary Card Layout.png