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How to Create New Vision User Accounts

In this guide we’ll look at how you can create new User Accounts for Vision.

Access: In order to perform this process you will require access to Administration – Users within your Vision account.

Permissions

When logged into Vision select Admin > Users.

Admin > Users

Select New User.

New User

In the top section, enter the Users First Name, Last Name and Email. You also have the option to add a Phone Number if required, although this is not necessary.

Basic Information

In the Schools section you will see a list of all the Schools linked to this Vision account. Select any Schools who’s data you would like this User to have access to in Vision using the tick boxes to left of the School Name. Alternatively, if you would like them to have access to the data for All Schools tick Select All at the top of the list.

Schools

Further down you’ll see the Roles section, use the tick boxes to the left of the Roles to select any Roles you would like to assign to the User.

Note: Ticking Administrator will give access to all areas of Vision for the selected Schools.

Roles

Once you’re happy click Save.

Save

The user will then receive the below Email, click the link to create a password.

Email

On the page that appears, select a Password, confirm the Password then click Create Password.

Create Password

Once the User has created their Password, they will see the following confirmation. Click on Click here to log in to be taken to the login page.

Click here to log in
Updated on October 3, 2024

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