Granting a User Access to Vision

In this article we will go over how to give a user access to the legacy Vision product.

NOTE: Vision is a Legacy product and must have already been set up, published and made available in the system in order for an authorized user to assign access to a user.

If you do not see the links for Vision or Vision Reports please reach out to your Customer Success Manager.

• How to Verify Vision Has Been Setup and Published 
• How to Grant a User Access to Vision

How to Verify Vision Has Been Setup and Published 

1. Log onto your Trackforce Valiant web portal.

2. Hover over (do not click) the TLM module.

3. If Vision has already been set up, published and made available in the system it will appear under the Important Actions section:

If Vision has not been set up, published and made available in the system the Important Actions section will not display Vision or Vision Classic Reports.

NOTE: If you do not see the links for Vision or Vision Reports please reach out to your Customer Success Manager.

How to Grant a User Access to Vision

To grant a user access to Vision:

1. Log onto your Trackforce Valiant web portal.

2. Hover over or click on the Settings module and click Users in the Important Actions column at the left hand side of the page.

3. Locate the user and right click on their profile.

4. In the popup options menu click Add Published Application.

5. On the User Published Application page click the Published Application drop down menu.

*Note: You may not have access to perform this action.  If this is the case, please reach out to your customer success representative to add the appropriate applications so your user can access Vision.

6. In the popup window click on the Vision \API PROD\ API Vision option and then click the Select button at the bottom right hand corner.

7.  Clicking Select will take you back to the User Published Application page where your selection will now display in the Published Application drop down.  Click the Add Published Application button at the bottom right hand corner.

8. A green pop up SUCCESS banner will let you know that the Published Application has been added. 

9. Repeat steps 5-7and add VisionReport \API PROD\ Vision Reports.