Control Panel: Inviting members to your Vision space


Written by NSoft Vision


Inviting new members to your Vision space is a straightforward process that can be completed in a few simple steps. This guide will walk you through the process, from accessing the control panel to managing your members.

A step-by-step guide to adding members

Step 1: Access the Control Panel

The first step in adding new members to your Vision space is to access the Control Paneltune_FILL0_wght300_GRAD0_opsz20.png. You can find the Control Panel in the bottom right corner of the starting interface.

Step 2: Navigate to the Members tab

Once the Control Panel opens, navigate to the Members tab located in the navigation bar.

Step 3: Add a new Member

When the Members tab opens, click the baseline_add_circle_outline_black_18dp.png "+" sign located in the bottom right corner to add a new member.

Figure 1 – Adding members.png
Figure 1 – Adding members

Assigning roles to new Members

When inviting a new member, you will need to assign them to a group, in other words assigning them a role. There are four system permission groups to assign a new member to:

  • User - This role has access to the interface, but not to the control panel.
  • Admin - This role has full access to the control panel.
  • External API- This role has limited access to the interface.
  • Space Owner - This role has owner rights.

Figure 2 – Inviting a new member.png
Figure 2 – Inviting a new member

Member that was added will receive an e-mail containing the "Accept Invite" link. he will have to click it to register (see Figure 3).

Figure 3 – Invite e-mail.png

Figure 3 – Invite e-mail

When an invite is accepted, a new window will open, and the user will have to enter the password he will use in future logins to Vision. When the desired password is entered, the user will have to confirm it by re-entering it once more (see Figure 4).

Figure 4 – Setting up the password .png

Figure 4 – Setting up the password 

Managing your Members

To preview all the existing users, go to Control Paneltune_FILL0_wght300_GRAD0_opsz20.pngMembers.

By clicking on a member, a pop-up window will appear. There you can change the member's status to "Enabled" or "Disabled". Enabled users have permission to use the software instance, while disabled users can no longer access the interface.

By clicking on the "Group" field, a drop-down menu will appear. Assign the new member to the "User", "Admin", or any other system or custom permission group you created earlier (see Figure 5).

Figure 5 – User management.png
Figure 5 – User management

To learn more about the Custom Permission groups, visit this article.