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Getting Started Guide
Getting Started Guide
If you're new to envisage or creating a new organization, follow these steps.
12 articles in this collection
Written by
Lisa Terpstra
and
Tony Melvin
Activate Your Subscription
From trial to subscription, how to sign up
Written by
Lisa Terpstra
Updated over a week ago
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, modify or add an organization
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.
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