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Blue panels contain topical information for each help document page.

Green panels indicate recommended practices

Yellow panels indicate potential trouble to avoid

 Why 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.

 How 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.

 What 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 !, $, #, %)

 What 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.

 What are the user types 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

 

 

 

X

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