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Info

Blue panels contain topical information for each help document page.

Tip

Green panels indicate recommended practices

Note

Yellow panels indicate potential trouble to avoid

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titleWhy did I never receive my password reset email?

Your password reset email may be stuck in a spam blocker or email inbox junk folder. Ensure that Your password reset email may be stuck in a spam blocker or email inbox junk folder. Ensure that the traversesytems.com domain is whitelisted in your spamblocker.

Expand
titleHow do I troubleshoot a user name and password that do not work?

First, verify that you are logging in with the correct username. The username can be regular text or an email address. If the username is correct, perform a password reset using the Forgot Password? button below the login fields.

Expand
titleWhat are the password security requirements?

Passwords must meet all of the following criteria: 

  • Contains at least 9 characters

  • Contains at least three of the following four character groups:

  1. English uppercase characters (A through Z)

  2. English lowercase characters(a through z)

  3. Numerals(0 through 9)

  4. Non - alphabetic characters(such as !, $, #, %)

Expand
titleWhat browsers are compatible with Vision?

The following browsers are compatible and free:

  • Microsoft Edge current version

  • Mozilla Firefox current version.

  • Google Chrome current version.

  • Opera current version.

X
Expand
titleWhat are the user types levels or roles?

 

Member

Staff

Administrator

Owner

Accept the invitation to campaign

X

X

X

X

Create an account in order to act on tasks, modules, and campaign that spawned the invitation

X

X

X

X

Complete a task

X

X

X

X

Delegate a task

X

X

X

X

Create their own client account

X

X

X

X

Create and edit tasks, modules, and campaigns

 

X

X

X

Create templates for tasks, modules, and campaigns

 

X

X

X

Assign users and user groups to tasks and modules

 

X

X

X

Invite users to campaigns

 

X

X

X

Create user groups

 

X

X

X

View and edit client information

 

 

X

X

View and manage payment information

 

 

 

User

Admin

Owner

System Admin

View Tiles and Home

Y

Y

Y

Y

View to Home (restricted) and Profile and Messages

Y

Y

Y

Y

View to Home (unrestricted) and Profile and Messages

Y

Y

Y

Y

View to Shipment screens

Y

Y

Y

Y

View to PO screens

Y

Y

Y

Y

View to Carton screens

Y

Y

Y

Y

View to Item screens

Y

Y

Y

Y

Map - Location

Y

Y

Y

Y

Map - Route

Y

Y

Y

Y

Create and Edit your own tiles (User Tiles)

Y

Y

Y

Y

Create and Edit your own Flex Query (User Queries)

Y

Y

Y

Y

Tabbed View - Home Page

Y

Y

Y

Y

Create and Edit Company Tiles

Y

Y

Y

Create and Edit Company Flex Queries

Y

Y

Y

Edit Page Configuration for the Company

(Show/Hide fields, change captions)

Y

Y

Y

Edit Grid Information for the Company

(Show/Hide columns, arrange columns, sort and conditional format)

Y

Y

Y

Create and Edit alerts

Y

Y

Y

Y

Grid Export as CSV/XLSX

Y

Y

Y

Y

Manage Users (add/remove users)

Y

Y

Y

Manage Company Preferences

Y

Y

Y

View/Generate API Keys (for sending data to Vision)

Y

Y

Y

View Data Load Results

Y

Y

Y

View Data Loaded / Not Loaded

Y

Y

Y

Do something with that data???? 

Y

Y

Y

Server/Sandbox administration and refresh

Y

Y

Payment / Billing

Y

Y

Manage Subscription

Y

Y

Company Load Configs

Y

Expand
titleWhat are the subscription levels or roles?

Subscription Levels

Explore

$TBD / Mth

Analyze

$TBD / Mth

Design

$TBD / Mth

View Tiles and Home

Y

Y

Y

View to Home (restricted) and Profile and Messages

Y

Y

Y

View to Home (unrestricted) and Profile and Messages

Y

Y

View to Shipment screens

Y

Y

Y

View to PO screens

Y

Y

Y

View to Carton screens

Y

Y

View to Item screens

Y

Y

Map - Location

Y

Y

Y

Map - Route

Y

Y

Create and Edit your own tiles (User Tiles)

Y

Y

Create and Edit your own Flex Query (User Queries)

Y

Y

Tabbed View - Home Page

Y

Y

Create and Edit Company Tiles

Y

Create and Edit Company Flex Queries

Y

Edit Page Configuration for the Company

(Show/Hide fields, change captions)

Y

Edit Grid Information for the Company

(Show/Hide columns, arrange columns, sort and conditional format)

Y

Create and Edit alerts

Y

Y

Grid Export as CSV/XLSX

Y

Manage Users (add/remove users)

Y

Manage Company Preferences

Y

View/Generate API Keys (for sending data to Vision)

Y

View Data Load Results

Y

View Data Loaded / Not Loaded

Y

Do something with that data???? 

Y

Server/Sandbox administration and refresh

Y

Payment / Billing

Y

Manage Subscription

Y

Company Load Configs

Y

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