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.
Here you can view:
- User Data - name, phone number, email, 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
Click EDIT to make changes.
View specific tasks that a user is assigned to within a workflow.
Click on a type to view the workflow details.
Under the TASK ASSIGNMENTS tab, view the individual workflows that the user is assigned to.
In Edit mode of a user account, click the lower right floating action button then to resend the verification email to a user.
Under User Data you may update the user's system information as well as associate a Warehouse.
Click UPDATE after making edits. Click SET USER INACTIVE to remove a user's access to the system.
The DASHBOARD tab allows you to select and update the available dashboards for a specific employee.
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.
Click the lower right floating action button then to add alert methods for this user.
Select EDIT in the bottom righthand corner of the User profile, then click on the TASKS tab.
Click on a line item under theTYPE column to view and add users to the task.
Enter the user's email address then enter a password following the guidelines below. Then click CONTINUE.
Enter user details, then click SUBMIT.
Click the 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. 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.