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 Admin 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 Admin Portal:

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

2. Build: Manage archived calls, keywords and scorecards

3. Customizations: Organize and view all created library folders 

4. Integrations: Set up any API based integration