Vision InSites

How to switch the Daily Insights report from dark mode to light mode for property managers in Vision InSites.

How to Switch the Daily Insights Report to Light Mode

Site Inactivity Notifications help alert your team when a Site has not received the expected amount of activity during a selected timeframe. This can be useful for making sure observations…

How to Enable Site Inactivity Notifications

Early Tour Notifications can be used to notify the appropriate team members when a tour is started before the scheduled timeframe.

Setting Up Early Tour Notifications

This guide will explain how to share an observation & how to confirm it has been shared.

Observation Sharing

Notification Preferences allow client contacts to receive scheduled reports or be notified on occurrence of specified activity.

How to add and modify notification preferences

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Brandon Hull

Setting up automatic notifications, sharing reports, and more.

Notifications

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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