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  1. XOi Technologies
  2. Frequently Asked Questions
  3. Vision Administration

Vision Administration

  • Filtering Reports with Custom Date Ranges
  • Workflow Step Types
  • How to stop unwanted workflow notifications
  • How to easily reorder steps in a workflow
  • How to share a workflow with an affiliate organization
  • How do I administer my organization in Vision?
  • How to assign a job to a technican
  • Can I change which organization a technician shows in?
  • How do I add notifications to a workflow?
  • How do I reassign a job to another technician?
  • How do I access reporting details?
  • How do I update a users phone number?
  • How do I update the user email address?
  • How do I configure a Yes/No Workflow step?
  • How do I add or edit a user?
  • How do I add or edit a group?
  • How do I add and edit a workflow?

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