All Collections
Vizibl for Administrators
Destined for users with advanced permissions.
Vizibl for Organisation and Company Admins
Top level access guides to manage the admin section and configuration of the companies and organisation
Performance configuration export and bulk management of KPIs
Organisation Tree
Tag Rules
Tags
Relationships
Suppliers
Innovation Hub: User permissions types
Engagement Reports
Organisation and company admin permissions
Admin Section Overview
How to create Value Tracker 2.0
Relationship categories and segments
Relationship aliases
User Management
Relationship Circles
Account Plan
Survey Templates
Survey Templates - Link questions to KPIs
Performance - Manage KPIs
Innovation Hub: Configuring initiative types
Innovation Hub: Create and customise opportunity forms
Project Templates
Project Templates: Configuring stage criteria
Project Templates - Enabling Check-ins
Project Templates - Enabling Project Invites
Project Templates - Statuses & Outcomes
Relationship category and segment permissions
Vizibl for Relationship Admins
Guides for relationship admins to manage relationships
Set up Relationship Performance
Relationship Performance Overview
How to Create a Joint Account Plan on Vizibl: A Step-by-Step Guide