If you've got here, you're either new to Vision and want to learn how to use Organisation Administration, or you've recently been promoted to an Organisation Administrator for your organisation. In either case, welcome! This article will help you familiarise yourself with navigating your way around this area.
Required time: 5 minutes
A typical landing page when entering Organisation Administration. We like to call this Home!
The navigation bar
The navigation bar is highlighted above. It's the dark-blue bar running down the left-hand side!
The navigation bar lets you choose what content you want to manage simply by clicking on the relevant link. Sometimes, more than one link forms a group (notice the small arrow to their right). Clicking the group header will expand or contract the group. Your current content is displayed with a thin, red bar along the right-hand side.
The rest of the page to the navigation bar's right is where we display the content page you've selected. Each content page has a header that reminds you where you are. Some pages also summarise what you can do, and there may also be action buttons relevant to that content.
The header is highlighted above. Note the blue 'Edit' action button. This is placed at the top because it is relevant to the entire page.
Some pages provide a filtering mechanism to find the item you want more quickly. In general, these filters work on a name-contains-basis (matching "tor" in "territories") and are not case-sensitive (matching "p" and "P").
Content filtering lets you find what you're looking for. Faster.
Content pages display their data using grids which are organised into sections. These sections can also contain action buttons if they are relevant to only that section.
A section is highlighted above. Note how this section has a green 'Create new layer' action button.
Data within a section is organised into tiles. For pages that provide a list of items, each tile represents an individual item and can usually be clicked to open a summary page for that item (such as a user or layer). On summary pages, tiles usually provide meaningful information on that item.
When a tile acts as a portal to a summary page for an item, hovering over it will tell you it can be clicked on.
Sometimes, tiles can be clicked on to copy their value to your clipboard. This is usually implemented for tiles that provide values that may need copying for use elsewhere (like API keys).
When a tile's value can be copied, hovering over it will display a prompt as highlighted above.
Whenever you want to create or edit something, Vision guides you through the process step-by-step using intuitive wizards. And, if you change your mind halfway through, you can even go back without losing everything you've done past that point by clicking on the appropriate step in the left-hand progress bar.
Vision's step-by-step wizards guide you through each process, providing clear explanations for options and telling you when you've done something wrong!
Once you've reached the end, most processes include a Review and Finish page, providing a summary of key changes you've made - just for that extra piece-of-mind before you press save!