Administrator Quick-Start Guide to User Management

Prepared for: Account Administrators

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1. Getting started

> Log in at https://portal.visionslive.com (if you can't remember your password use forgotten

password link – remember to check junk/spam boxes).

2. Viewing your account details

> Upon logging into your account, you will automatically land on the ‘Projects’ page, where you can

create and manage your projects. To view your account details, you will need to click on the

‘Account’ tab.

I. Overview

> Upon landing on the accounts page, you will land on the ‘Overview’ page, where you can find

updates and notifications, such as outstanding invoices and any other problems with your account.

II. User Management

> To manage your users, click on the ‘Users’ tab to the right of ‘Overview’. From here users can be

added to the account, by clicking the red ‘Add User’ icon to the right of the screen. Users can be

added as: Moderators, external moderators, administrators or accountants.

> Each user type has differing permissions and can perform different tasks within the site.

Accountants are permitted to manage billing and invoices, moderators can manage projects and

activities and external moderator can manage activities, but only to projects to which they have

been assigned. Administrators can do everything and have full control of the account. There is no

limit to the amount of user types that can be added.

> A user’s details (Company Role, First Name, Last Name, Email Address, Country and Timezone) can

be edited by clicking on the pencil icon to the right of the name of the user.

III. Usage and Billing

> To manage your usage and billing, click on the ‘Usage/Billing’ tab to the right of the ‘Users’ tab.

From here information about invoices and receipts can be viewed.

> The usage of your account can be viewed by clicking on the ‘Usage’ tab, to the left of the ‘Invoices

and Receipts’. This will show you activities that been completed on your account and details about

each session that has run and their invoice status.