Admin Portal Overview

An ExecVision admin will be able to manage users, set up net new integrations, customize their instance, and manage Department/Team hierarchies.

Click the Settings tab in the main navigation bar to access the admin portal. The default page is the Administer - Users tab, which will show all of your users, including both active and inactive users.

There are 4 sections of the Settings Tab:

1. Profile: Change your profile picture, name, or timezone

2. Administer: Adjust user profiles, send welcome emails and view active licenses

3. Build: Manage Archived calls, Keywords, Scorecards, Libraries, Smart Alerts, Performance Goals, Coaching Meeting Types

4. Integrations: Set up any API based integration