Admin Guide: How to Manage Teams

Created by Brittany Hildreth, Modified on Tue, 27 May at 3:51 PM by Brittany Hildreth

Teams in the Vision Dashboard control what inspection types members have available to them. If you need a new team created, please reach out to your Customer Success Manager directly; they are able to do that. 


If you want to add or remove a user to an existing team, you can do so from the Dashboard if you are an administrator:

1. Go to the Vision Dashboard, and click on the Settings icon.

2. Find Manage Account and click Users.

3. Find which user you want to edit and click on their name.

4. Under Teams, click "Add Teams" and select the checkbox(es) for the team(s) you want to add or remove for them.

5. Once all choices have been made, click Save at the bottom of the window.

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