User Settings

User Data

The User Data tab under User Settings allows you to change your photo, phone number and add an associated account color. 

Click UPDATE in the bottom righthand corner to save changes. 

Change Password

Make password changes under the Change Password tab.  

Click UPDATE in the bottom righthand corner to save changes. 

Alert Methods 

View an Alert Method under the Alert Methods tab. Click on the  icon to enable or disable alerts to that contact method. The Enabled column indicates if the Alert Method is enabled or disabled. 

Add Alert Method 

To add an Alert Method, click on the  in the bottom righthand corner. Then, click on the  icon to add a new Alert Method. 

Select a preferred contact method and input the contact method details. Click ADD to add the new Alert Method.  

Notifications 

An email, SMS, and/or browser notification can trigger when updates occur on a ticket, marketing campaign, network event, or calendar event that does not originate from the assigned user. For example, if someone adds a note or updates a ticket assigned to you, you can receive a notification.

Users can choose which notification methods they want to receive for each supported type. Available options may include:

• Email
• SMS
• Browser

SMS notification options only appear for tenants that have SMS notifications enabled.

By default, notifications are sent after the 5-minute duration mark. Users can change this by selecting a different duration option. Available duration options range from 1 minute to 24 hours.

Users can click the icons in each row to enable or disable available notification methods.

Be sure to enable the appropriate alert methods under the Alert Methods tab.

What it looks like if you have SMS notifications enabled:

To enable SMS notifications, please contact our support team.

Dashboard 

The Dashboard tab controls the displayed dashboard cards on your homepage. 

From here you can search for available dashboards, Select All or Select None to be displayed.  

If you don't want to display all dashboard cards, you can individually select the applicable dashboard card options. 

To save dashboard selection, click UPDATE DASHBOARD SELECTION. Click on RESET to remove any selected dashboard cards. 

Make changes to the display order of the dashboard cards under Order Activated Dashboards. Click and drag to rearrange the displayed order of active dashboard cards. 

Then click SAVE DASHBOARD CARD ORDER.

Resend Verification Email 

Click on the  icon in the bottom righthand corner, then click on the  icon to resend the verification email. 

Confirm your selection by clicking either YES or CANCEL. 

Search

To customize your search results, Vision lets you edit your personal search standards in User Settings. To edit your search settings, click on the Search Tab. Then you can select or de-select from the search types. Once you select your search preferences be sure to save your preferences. Those settings will be saved going forward unless you updated your selections. These settings will improve your Super Search results.

Email Settings

In the User Settings, a user can now set up an email signature that will be able to be used when sending an email through Vision. The signature can be changed at any time if necessary. Once the user is done with writing their signature click SAVE SIGNATURE to confirm the change in Vision. To set this ability up for a User it requires a Permission role titled 'Email Signature' to be assigned to a Group. 

This way you can make a per-user HTML signature for replying to subscriber tickets, logo and all. This is a quick and easy way to add polish to client-facing ticket threads.