Edit Account Settings

You can update many aspects of your account, including time zones, languages, favorites, and notifications, from your Account Settings. 

To open your Account Settings:

1. In the upper left-hand corner of the menu bar, click your name. 
2. You will see the Account Settings page, which has four tabs you can edit:
   • Login Settings
   • Language Settings
   • System Settings 
   • Notification Settings
3. Select a tab to view the settings for that tab.See below or click on the links above for more information on each.

NOTE: Account Representatives only have access to their Login Settings and their Language Settings. 

Login Settings

Login settings are the first tab on the Account Settings page. On this tab, you can enter your:

• Name
• Telephone number
• Password

Make sure you follow the password requirements when entering a new password.

See also: Change your password

Save your changes by clicking Submit.

Language Settings

Language Settings is the second tab on the Account Settings page. On this tab, you can select your preferred:

• Default language
• Time zone

Save your changes by clicking Submit.

NOTE: By default, users will be set to the same time zone and language as their Account Representative.

System Settings

System Settings is the third tab on the Account Settings page. On this tab, you can adjust your:

• Default Favorite
• Default Filter
• Stage Category Status Time Intervals

Default Favorite

Your default favorite is the favorite that displays automatically when you log in. This is especially helpful when logging in to Vision from a mobile device.  

You can choose from any of the favorites you created or an account favorite you have access to.

Save your changes by clicking Submit.

The next time you log in, your chosen default Favorite will automatically load. 

Default Filter

Your default filter is how cases will filter automatically when you select a view after logging in. This helps improve performance and quick retrieval of cases when your system has a lot of cases. 

You can select a date range based on the created or updated date of each case.

Save your changes by clicking Submit.

NOTE: The default view option is only enabled when you don't have a default favorite selected.

Stage Category Status Time Intervals

The Stage Category Status Time Intervals determine when a case displays a green, yellow, or red status. 

You can configure your Stage Category Status Time Intervals by selecting the checkbox for a Stage Category and then manually entering the appropriate time frame for each status color in the Green and Yellow minute column boxes.

When the time a case has been in that Stage Category grows, the status will change from green to yellow to red based on the intervals you entered.

Save your changes by clicking Submit.

Notifications Settings

Notification Settings are on the fourth tab on the Account Settings page. On this tab, you can select how you receive notifications on your favorites. You can receive them via email, SMS (text messages), or both, and you can determine the email or phone number you would like to use to receive them. 

A favorite must have notifications enabled to receive notifications for it.

See also: Create a favorite

To see a listing of your Favorites that currently have notifications enabled, click on the underlined “# favorites with notifications” to expand or collapse the list. 

To adjust your notification settings:

1. For email notifications:
   1. Select the checkbox next to Send Email for my Notifications.
   2. Enter the email address you would like to send your notifications.
   3. Select the frequency you'd like to receive your emails: immediately, every 30 minutes, every hour, or every 12 hours. 
2. For SMS text notifications:
   1. Select the checkbox next to Send SMS for my Notifications.
   2. Enter your phone number with the area code.
   3. Select the frequency you'd like to receive your SMS text messages: immediately, every 30 minutes, every hour, or every 12 hours.

Save your changes by clicking Submit.