Getting Started Guide

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

11 articles in this collection
Written by Lisa Terpstra and Tony Melvin

Welcome To Envisage Tours

Simple Onboarding For Your Entire Team

Written by Tony Melvin
Updated over a week ago

Get the most out of envisage - schedule a Free Demo

Need help setting up envisage? Schedule a demo

Written by Tony Melvin
Updated over a week ago

How to import Management By Statistics into envisage

Written by Tony Melvin
Updated over a week ago

Getting Started - Orientation

How to use the 5 different views

Written by Tony Melvin
Updated over a week ago

Getting Started - Step 1 - Create or Modify an Organization

How to create or modify an organization

Written by Lisa Terpstra
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.

Written by Lisa Terpstra
Updated over a week ago

Getting Started - Step 3 - Creating & Editing Permissions

Creating permissions to provide access to envisage features

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

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.

Written by Tony Melvin
Updated over a week ago

Getting Started Guide - Help with Bulk Import of Historical Data

Written by Tony Melvin
Updated over a week ago

Best Practice Tip - Who should enter the stats?

Written by Tony Melvin
Updated over a week ago