Help for Vision

Getting started

• Log in and out
• Overview of Vision
• View your cases
• View case details
• Edit Account Settings
• Change your password

Customize Your Case View

• Create a Custom View
• Create a Custom Search
• Export your Case View
• Use the Filter Menu

Manage Favorites

• Create a Favorite
• Edit your Favorites
• View Notifications for a Favorite
• Set a Favorite as your Default View

Administrators

• Invite Users
• Manage User Access
• Manage Account Favorites
• Select Company Theme