Vision InSites

Arthur Williams

Brandon Hull

Everything you need to get your team up and running.

Getting started

Creating tours

Use Site Notes to store important details, files, images, and videos for any site.

How to add Site Notes

The Live Map gives you a real-time, always-on view of activity across all your sites. It’s designed as a dispatch-style display your team can keep open throughout the day to…

How the Live Map Works

This article will explain how to create site tasks and the differences between checkpoints and procedures.

Creating Site Tasks

This article explains how to create and configure a tour.

How to Create a Tour

Includes adding management companies, sites, checkpoints, procedures, tours and more

Site basics

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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Top creators

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.