Envision Access Setup Guide

Transcription

1 Envision Access Setup Guide How To Setup Employees For Envision Access

2 2 EnvisionAccess Setup Guide Employee Setup EnvisionAccess Once a technician has Installed EnvisionAccess you can begin your setup process. This guide will help you establish employee logins and security for Envision Access. There are the things that we will accomplish in this guide: Envision Access login setup for Employees Envision Access Security Configuration Enter an Address In order to setup up an Envision Access login for an employee, they must have an and password entered under their profile. 1. Click on "Employee" from the Menu Bar at the top of the screen. 2. Select "Employee List" from the drop down menu. 3. Select the employee record of your choice by selecting a record and clicking the "Edit" button at the top of the list. 4. In a address into the " " field. This is be used as the employee's Envision Access login ID. Important Note: The address entered must be unique to this employee record. Other employee records can not have the same address entered or this will create a login conflict.

3 Employee Setup Set a Password Important Note: If you have already set up Security logins for Envision, you do not need to preform this step. This employee will use the same password that they currently use to log into Envision. 1. At the top of the employee record select the "Other" tab. 2. Enter a password into the "Set New Password". Passwords are case sensitive. 3. Click the "Save" button. You will see a yellow prompt appear in the bottom right of your screen indicating that the EnvisionAccess password is being saved. Wait until this prompt disappears before proceeding forward. 3

4 4 EnvisionAccess Setup Guide Envision Access Security Setup Envision Access has it's own security options to that will determine what functions each user has when they log-in. Setting up security will also determine which users are enabled to use Envision Access. User Level: The maximum number of users that can be enabled is determined by the package that was purchased. If you have questions about your user level or would like to increase the number of users, please contact our Sales Department at or via at Below is a detailed step process of enabling a user and selecting security options. Open Envision Access Security Options 1. Click on Employee on the Menu bar of Envision 2. Select Setup Envision Access Security Options from the drop down menu. 3. A new window will open and the following list will appear: Any employee will show on this list if they have an Address and a Password entered in their Employee Record.

5 Envision Access Security Setup 5 Configure Envision Access Security Options 1. Using the scroll bar that the bottom of the window, scroll through the columns and enable the desired security options Placing a check mark in an employee's row will grant them the abilities the column specifies, removing a check mark will disable the ability. To quickly select or deselect all the available options, right click and choose from the available actions. The following is a list detailing the functions of each column: Enable Remote Access This option allows the employee to use EnvisionAccess. Their related data will be enabled for real-time view. If left unchecked, the employees data and appointment information will not be available for viewing via EnvisionAccess. Important Note: The number of users is determined by how many employees have been enabled for this option. View Clients The user can view the client list and also add clients. Modify Clients The user can edit client information in the client list. View Employees Allows the user access to the "Employees List". (This is a "read only" list.) View Products Allows the user access to the retail products list. (This is a "read only" list.) View Services Allow the user access to the services list. (This is a "read only" list.) View My Appointments Allows the user to view their own appointment calendar. View Other Employee Appointments Allows the user to select and view another employee's appointment calendar from the "Viewing Employee" drop down of the module. Edit/Cancel My Appointments Allows the user to edit or cancel their own appointments in Envision Access. Edit/Cancel Other Employee Appointments Allows the user to edit or cancel other employee's appointments in Envision Access.

6 6 EnvisionAccess Setup Guide View Work Schedule Allows the user to view the employees work schedule screen. (This is a "read only" list.) View My Reports Allows the user to view their own sales report data. View Other Employee Reports Allows the user to view the sales report data of all employees. View Management Reports Allows the user to view the Z-Out Report and various Business Summary Reports. Add/Remove Blocked Times Allows the user to add and remove block times on the appointment schedule in Envision Access. View Sales Dashboard Allows the user access to the sales dashboard in Envision Access. Edit/Delete My Forum Posts Allows the user to edit or remove forum posts they create in Envision Access. 2. Once you are done selecting the desired options, click the "OK" Button. A yellow prompt will appear in the bottom right of the screen, indicating that the options are being uploaded to EnvisionAccess. Once the upload is complete, a prompt will appear. Select "OK" and the window will disappear. This completes the setup of users for EnvisionAccess. Users can now log into the EnvisionAccess App or on the web portal (EnvisionAccess.com) with the site ID, address, and password.