Add Users to Vision-Bot

Ntiva’s Vision-Bot dashboard is a tool for efficiently and intelligently viewing the status of devices enrolled in our security and management system.

Our technicians, engineers, and account managers use Vision-Bot to quickly and accurately review a fleet of client devices.

We also provide Vision-Bot access to our primary point of contact at each client. Clients, in turn, can provide access to their team — and further limit access to a specific grouping (building, geographic location, or departments). Vision-Bot users only access the data they are authorized to view.

1. Add User

1. Select the People icon (upper-right, to the left of the search icon)
2. Enter the new user’s email address and click “Add user.”
   
   

2. Enter Contact Info

3. Set Access Level

1. If you manage multiple locations/buildings/departments, you’ll want to limit access so users can view only the machines they are authorized to see. You accomplish this in Vision-Bot by selecting the appropriate location/building/department name. NOTE: If you want to provide access to your employees so they can view all devices, then choose Your Account (which will display in Vision-Bot as your company name).
2. Check the Make this user the primary contact box if this user is the primary contact at this location. This checkbox provides an extra level of reference but does not provide any additional privileges.
   
   

4. Set Privileges

View devices is enabled by default and confirms the level of access this person has (see red oval). If you also want to allow this user to add, edit and delete user accounts within this location, then also check Manage user accounts.

5. Save

Add a custom welcome message or click Save.