Access Management in Visiopt System

Overview

This SOP provides detailed instructions on how to manage access for team members within the Visiopt system. This includes creating, editing, deleting accounts, and viewing account activity.

Step-by-Step Instructions
 

Accessing the Access Management Section
 

1. Navigate to the Access Management Section

·   Go to the "Access Management" section within your account.

·   Here, you can create additional accounts for your team members.
 

Viewing Existing Accounts
 

1. View the List of Created Accounts

·   In this section, you will see a list of accounts that have already been created.

 

Editing and Deleting Accounts
 

1. Edit Existing Accounts

·   To edit an account:

·   Click on the "Edit" icon next to the account you wish to modify.
 

2. Delete Existing Accounts

·   To delete an account:

·   Click on the "Delete" icon next to the account you wish to remove.
 

Viewing Account Activity
 

1. Preview Account Changes

·   To view the changes made by an account:

·   Click on the "Preview" icon next to the account.

·   You can see the changes they made and the dates on which these changes occurred.
 

Creating a New Account
 

1. Add a New User Account

·   Click on the "Add a New User" button.

·   Enter the email address of the new user.

·   Select the role for the new user.

·   Save the new account.

 

By following these steps, you can effectively manage access for your team members within the Visiopt system, ensuring proper roles and permissions are assigned and maintained.