Getting Started Guide

If you're new to envisage or creating a new organization, follow these steps.

Lisa Terpstra avatar Tony Melvin avatar
12 articles in this collection
Written by Lisa Terpstra and Tony Melvin

Activate Your Subscription

From trial to subscription, how to sign up
Lisa Terpstra avatar
Written by Lisa Terpstra
Updated this week

Welcome To Envisage Tours

Simple Onboarding For Your Entire Team
Tony Melvin avatar
Written by Tony Melvin
Updated this week

Get the most out of envisage - schedule a Free Demo

Need help setting up envisage? Schedule a demo
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

How to import Management By Statistics into envisage

Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started - Orientation

How to use the 5 different views
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started - Step 1 - Create or Modify an Organization

How to create, modify or add an organization
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started - Step 2 - Create Your Graphs

Learn how to create a single graph or import multiple graphs in one go.
Lisa Terpstra avatar
Written by Lisa Terpstra
Updated over a week ago

Getting Started - Step 3 - Creating & Editing Permissions

Creating permissions to provide access to envisage features
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started - Step 4 - Adding & Editing New Members and Granting Access to Graphs

How to add new members, or users, how to edit existing members, how to add members to teams and how to grant access to graphs
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started - Step 5 - Bulk Import of Historical Data

Bulk import historical data and statistics multiple graph values over multiple dates.
Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Getting Started Guide - Help with Bulk Import of Historical Data

Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago

Best Practice Tip - Who should enter the stats?

Tony Melvin avatar
Written by Tony Melvin
Updated over a week ago