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Organizational Accounts: Administrator-Level Features.pdf

Web-Tutorial_Admin-Features_Membership.pdf
Preview of Organizational Accounts: Administrator-Level Features
🔗 Source: envisioncanada.com
📊 Size: 1.32 MB
📄 Pages: 5 pages
⬇️ Downloads: 72

Summary

As the administrator for an organization's membership account, access different features to manage staff, ENV SPs, and projects. Login to the ISI account, toggle to "Use Envision as Admin", and update organizational account information by selecting "My Organization" and completing the "Account Info" form. Manage account membership by selecting "Members" from the top menu, where you can add members, export membership lists, and sort/search members. Add members by selecting "Add Member" and searching for the employee by email. Purchase credits in bulk and allocate them to members by selecting "Purchase Credit" and assigning credits to individuals. Members can view assigned credits on their individual account Dashboard under "My Credits".

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Description

As the administrator for an organization's membership account, access different features to manage staff, ENV SPs, and projects.

Technical Information

  • File Format: PDF
  • File Size: 1.32 MB
  • Pages: 5
  • Language: EN
  • Total Downloads: 72
  • Last Updated: 1 month ago

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This PDF document about Organizational Accounts: Administrator-Level Features provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Organizational Accounts: Administrator-Level Features.

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